You can easily add more users to ServicePal. If a person leaves your company, you can deactivate that person's access to ServicePal.
When a new user is added, the user receives an email with a temporary password.
After signing in, the user will be able to change the password.
Passwords can also be changed by anyone with Administrator role.
NOTE: For security purposes, passwords must be at least 6 characters long.
Adding a user
Only Administrators can add users. For information about the different roles, see Understanding user roles.
1. Sign in using a web browser
2. Click Users
3. Click +
4. Enter information (see below)
5. Click Save
About user fields
| Opt-out: Text Messaging | Specifies whether this user has opted out of receiving text messages. See Text Messaging (SMS) | |
| Role | Defines the access level. See Understanding user roles. | |
| Field | Required | Description |
|---|---|---|
| Name | ✓ | User's full name. |
| Email | ✓ | Email address used by user to sign in. Also used for email communications. |
| Password | Must be entered twice to confirm, and must be at least 6 characters long. | |
| User can be assigned to jobs | Indicate whether the user is a resource, for which jobs can to be scheduled and dispatched. | |
| Mobile | User's mobile phone number. |
Additional consideration when you are about to deactivate a user:
All job assignments stay the same. However, since the user is also removed from the job filter, and resource selection drop-down menu, it might make sense to reschedule the non-completed jobs for such a resource first, before deactivating the user. Same approach you would take, if an employee terminates employment but there are still jobs assigned to that employee for tomorrow and beyond.