User Management

Navigating User Management

On the User Management page, there are 6 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.