Managing Active Users
- Chellie Esters
- Anastasia Medovkina
- Natalia Larina (Unlicensed)
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:
- Modify the user’s basic and additional information
- Manage user’s roles and access
- Manage work order dispatch emails
- Reset a user’s password
- Email a user
- Deactivate a user
- Add a shift to a user
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.
- In the User Management section, click the first or last name of the user whose profile you want to edit. The Update User page appears.
- Navigate between the tabs at the top of the profile to quickly find the information you want to modify.
- To change the user’s first, last, and middle name, email address, mobile phone number as well as upload their photo, stay on the General tab.
- To update the user’s address, office and home phone numbers, and other contact info, go to the Additional Contact Info tab.
- To enter the employee’s ID, title, and team/crew, navigate to the Employee Details tab.
- Click Save at the bottom of the page. The user profile is updated.
- Click Close in the upper right corner to exit the user profile.
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.
- In the User Management section, click the first or last name of the required user. The Update User page appears.
On the General tab, find the Access section, and make the changes you need.
- To change the user role, select the required option in the User Role dropdown.
To add or delete Provider Automation and SC Provider Mobile access levels, select or deselect Provider Automation User, Provider Automation Admin, and Technician checkboxes.
To change Fixxbook permissions, use the Directory / Fixxbook Permission dropdown.
To learn what each role and access level means, hover over the info icon next to the field. For more info, see Provider Automation User Roles and Access.
Click Save at the bottom of the page. The user profile is updated.
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.
- In the User Management section, click the first or last name of the required user. The Update User page appears.
- At the bottom of the page, click Reset Password. The Reset User Password pop-up window shows up.
- Click Confirm.
The user receives an email and can reset their password by following the link in the email.
You can also reset a password for one or several users at a time right from the users list.
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.
- In the User Management section, click the first or last name of the required user. The Update User page appears.
- At the bottom of the page, click Email. Your default email app opens with the user’s email address added to the recipient field.
You can also send emails to one or several users at a time from the users list. See How to Send an Email to Multiple Users.
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.
- In the User Management section, select the users for whom you want to reset passwords by checking the boxes to the left of their photos.
- Navigate to the Action dropdown in the lower right corner, select Reset Password, and then click Submit. The confirmation pop-up window opens.
- Click Confirm.
Each of the selected users receives an email and can reset their passwords by following the link in the email.
- In the User Management section, select the users to whom you want to send an email by checking the boxes to the left of their photos.
- Navigate to the Action dropdown in the lower right corner, select Email, and then click Submit. Your default email app opens with the selected users’ emails populated in the recipient field.
