Managing Active Users
The User Management section of Provider Automation allows you to manage active users. You can either update a single user at a time or manage multiple accounts at once.
User Profile Overview
A user profile contains basic and additional information about each user. To access it, click a user’s first or last name in the User Management section. Each user profile has three tabs:
General: Contains the user’s first, last, and middle name, email address, phone number as well as their role and access.
Additional Contact Info: Shows the user’s address, office and home phone numbers, and other contact info.
Employee Details: Displays the employee ID, title, and team/crew info.
Shifts: Shows assigned and unassigned shifts for this specific user.
Switch between the three tabs here below to see how the info is presented on each tab.
Taking Action On a Single User
As an admin user, you can perform the following actions within a user profile:
You can reset a user’s password, send an email, and deactivate a single user right from the users list without opening a user profile. Check the box next to the user photo, select the required option in the Action dropdown, and click Submit.
Updating a User’s Profile
In the user profile, you can edit the previously entered information on a user or add new details.
Modifying User’s Roles and Access Levels
You set up user roles and access levels when inviting a user.
Later on, you may need to grant more access levels to a user, change their roles, or restrict their permissions.
Managing Work Order Dispatch Emails
When a work order is assigned to a technician, they receive a work order dispatch email. However, you may need to disable this email notification for some of your technicians. You can do it on the Additional Contact Info tab within a user profile. Navigate to the Notifications section, and clear the Receive Work Order Dispatch Emails on Assignment checkbox.
The Receive Work Order Dispatch Emails on Assignment checkbox appears on the Additional Contact Info tab only when an employee whose profile you are modifying has the "Technician" access level.
Resetting a User’s Password
When a user forgets their password and informs you about it, you can reset a password for them. You may need to do this for security reasons as well.
Sending an Email to a User
Should you need to contact a user, you can send an email to them right from the user profile.
Taking Action On Multiple Users
Sometimes you may need to take action on multiple users at a time. The User Management section allows you to deactivate, reset passwords, and send an email to several users at once.