Managing Your Account in ServiceChannel Provider
- Anastasia Troichuk (Unlicensed)
As a technician, you can create and manage your profile in ServiceChannel Provider. Here is what you can do within your profile:
- Set or update your profile picture
- Add a contractor’s PIN
- Fill out general info about yourself
- Reset your password
- Add contact details
Accessing Your Profile in SC Provider
There are two paths for accessing your profile in ServiceChannel Provider: via the My Account or Settings section. Based on your company account configuration, one of these sections is available to you on the home screen.
Managing Your Profile Picture
The photo you add when creating your ServiceChannel account appears in your SC Provider profile, making it more human. Mind that your picture is visible to your company admins in Provider Automation, which helps them quickly identify you among other employees.
Besides, the profile picture gets added to your electronic badge. When you check into a work order, the badge photo permits location managers to see who is coming to perform the required service.
Scanning a badge upon check-in is part of the ServiceChannel Site Access solution.
At any time, you can update your profile picture as needed.
- Access your profile in SC Provider:
- Navigate to the My Account section.
- Go to the Settings section, and tap View and Edit Profile at the top of the settings screen.
The screen for managing your profile opens.
- Tap the camera icon at the bottom of your current photo, and either pick a photo from your library or take a new one. The photo appears at the top of your profile.
- Tap Save in the upper-right corner to update the profile.
Your profile has a new picture now. Note that it is also visible to your manager in Provider Automation.
Adding a Contractor’s PIN
You can add the PIN of another provider company to your profile by tapping Add Contractor’s PIN below the profile picture.
Providing General Information
General info includes your first and last name as well as your date of birth.
When your manager creates an invitation for you to use ServiceChannel Provider, they enter your first and last name. Thus, this info is already available in the Profile section of your SC Provider account once you log in for the first time.
In addition to your name, you can specify your date of birth by picking the date in the Birthday (Optional) field. After providing this info, remember to tap Save in the upper-right corner to capture your changes.
Resetting Your Password
Should you need to change your password for security reasons, you can do that within your profile.
- Access your profile in SC Provider:
- Navigate to the My Account section.
- Go to the Settings section, and tap View and Edit Profile at the top of the settings screen.
The screen for managing your profile opens.
- In the Account section, enter the password you’d like to update in the Current Password field.
Tap the eye icon on the right to unhide the characters you are typing.
- Provide a new password in the New Password field, and confirm your new password in the field below.
- Tap Save in the upper-right corner to save your changes.
Next time you log into the app, you should use your new password.
Adding Contact Details
The Contact Details section stores info on where you live and how to reach out to you.
The phone number you specify when creating your ServiceChannel account via email invitation appears in this section. In case your number has changed, you can update it in your SC Provider profile.
Based on your company business needs, your manager may also ask you to fill out your home address, zip code, city, and state.
Once you fill out the fields, tap Save in the upper-right corner to update your profile.
