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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 user is added, the user receives an email which includes a temporary password. After signing in, the user will be able to change the temporary password

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.

Role Defines the user's function and access level. There are three user types: Technician, Manager, Administrator. Only administrators can change a user's role.

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.
Resource Indicate whether the user should act as a resource. Resources are users which can be scheduled and dispatched. Default is On.
Mobile
User's 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