User Management
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:
Configure Directory Alerts (New Invitations, ServiceChannel Usage Fee Notifications, Client Compliance Alerts).
Create shifts for different users to automate the work order assignment process.
Manage 2-factor authentication for users who add/edit banking information within your company’s Fixxbook profile.
How to Access User Management |
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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.
Quick Tips
Important! You are responsible for ensuring that all user information and role assignments in User Management are secure, accurate, and up to date.
For security purposes, Financial Authority should be limited to the business owner or key personnel responsible for your company’s financial information.
Adding field technicians through this method allows them to use ServiceChannel Provider Mobile. See SC Provider Mobile for more information.