Creating Users in Bulk without Invitations in Provider Automation

You can create users connected with your Provider Automation account by uploading a template where you specify users’ names, emails, passwords, and other information. Once the template has been successfully uploaded, users can log in to the account and start working without invitations.

⦿ How to Create Users in Bulk without Invitations

On the User Management page, click Bulk Create Users.
In the Bulk Create Users window, click Download to get the template or click Skip if you have the template.
Fill out the information in the template:
- User’s first and last names
- (Optional) User’s middle name
- User’s email and phone number
- User’s role:
  - Service Operations
  - Business Owner / Management
  - Financial Authority
  - Technician
    
    In order for non-Techncian user roles to have access to the ServiceChannel Provider Mobile app, you must also mark the user as a Techncian in Provider Automation
- (Optional) User’s employee ID
- User’s password
Save the file in the .xlsx format.
In Step 2 of the Bulk Create Users window, click Choose and select the .xlsx file to upload.
In Step 2 click Upload to upload the file.
(Optional) Correct errors if there are any in Step 3.

If there are no errors, your users will be successfully uploaded to your account in the Active status. They get no invitations, so you can send them their credentials to log in to ServiceChannel.

In this Article

Related Articles

Page:

Answering Work Order Checklists
Page:

Basics of Provider Automation
Page:

Checking Out of Non-Refrigerant Asset Work Orders
Page:

Creating an Asset from a Work Order
Page:

Declining a Work Order
Page:

Entering a Leak Inspection
Page:

Filtering and Searching for Work Orders
Page:

Filtering Work Orders

SCUniversity | Providers

Creating Users in Bulk without Invitations in Provider Automation

Analytics

Related content