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You can easily add more users to ServicePal. Also, when a person leaves your company, you can remove that person's access to ServicePal, and re-assign outstanding jobs to other resources.


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 temporary password. The password 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.


To add a user

  1. Log into https://app.servicepal.com from Safari on your iPad any browser from your laptop or desktop computer
  2. Select Users from the main menu


  3. Click the  in the banner at the top of the window

  4. Enter the user's full name
  5. Enter the user's email address
  6. Enter phone number (optional)
  7. Specify User's Role
  8. Click Save


About user fields

The following table describes the fields that can be set for a user.

Opt-out: Text Messaging
Specifies whether this user has opted out of receiving text messages to the mobile number associated with the user.
Role Defines the access level. There are three user roles: Technician, Manager, Administrator. Only administrators can change the role of users. For more information, see Understanding user roles.
Attribute Description
Name (required)
User's full name.
Email (required)
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. Default is On.
Mobile
User's mobile phone number.



Changing the role of a user

Administrators can also promote users or managers to the administrator role.

To promote a user to manager role

  1. Log into https://app.servicepal.com from Safari on your iPad any browser from your laptop or desktop computer
  2. Select Users from the main menu
    Users raw.bmp
  3. Locate the user, then click the row of the user you wish to promote
  4. Change the User Role to Manager
  5. Click Save