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.