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About User Management

About User Management

Go to Info for US Providers

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:

Accessing User Management

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

Navigating User Management

On the User Management page, there are five 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. 


    Adding field technicians through this method allows them to use ServiceChannel Provider Mobile. See SC Provider Mobile for more information.


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