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.|
|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.|