User Management

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User Management allows you to organize your team by roles and permissions, making it easier to assign and manage technicians’ tasks and responsibilities. 

The User Management page allows you to:

• Invite and create users

• Deactivate users

• Email users

• Configure roles and permissions

• Crew List

• Configure Directory Alerts (New Invitations, ServiceChannel Usage Fee Notifications, Client Compliance Alerts). 

• Create shifts for different users to automate the work order assignment process.  

• Assign work orders to technicians

• Manage 2-factor authentication for users who add/edit banking information within your company’s Fixxbook profile.

How to Access User Management
In Provider Automation, click the menu in the top-left corner. Select Administration > User Management.  Open

Navigating User Management

On the User Management page, there are 6 main features:

• User Management: Manage user roles and authorization to access work orders, proposals, or invoices. You can also deactivate users, reset the password, email users, and assign shifts to them. 

• Directory Alerts: Manager alerts that users receive. 

• WO Assignment: Assign work orders to technicians manually and automatically and forward work orders to other technicians. 

• Invite Users: Add users such as office personnel and field technicians to your Provider Automation account. 

• Bulk Invite Users: Add users such as office personnel and field technicians to your Provider Automation account in bulk via the template. 

• Bulk Create Users: Add users to your Provider Automation account without invitations so that they can start using ServiceChannel as soon as you give them credentials. 

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