Adding your employees as users in ServiceCore is an essential step in setting up your account. As users, your team can access ServiceCore for daily operations such as dispatching, invoicing, and completing jobs. Each user has their own login, which makes it easier to manage access, assign work, and maintain security as your team grows and changes.
Before You Start
Here are a few things to know before you continue:
- Only Admins and Account Owners can add users.
- The number of users who are shown on the schedule may impact your billing, depending on your contract.
- Permission levels determine which areas of ServiceCore a user can access.
- To learn more about user permission levels in ServiceCore, please check out this article.
Users Overview
In ServiceCore, you add employees as users to your account and assign permissions that control what each person can access. Without adding employees as users, you cannot perform key tasks such as assigning jobs to technicians or tracking job completion.
Each user has a separate login, which allows you to manage access if someone leaves your company or is temporarily unavailable. User permissions help protect sensitive information by limiting access based on each employee’s job responsibilities.
ServiceCore accounts can have only one Account Owner. The Account Owner has the highest level of access and is responsible for managing account-level settings.
User Roles and Permissions
ServiceCore offers nine user roles, each with a different level of access. The combination of a user’s role and access is referred to as a permission level.
The permission level you assign determines which features, data, and settings the user can view or manage in ServiceCore. You can review a full breakdown of permission levels in the Permissions section within User Management.
If a user’s responsibilities change, you can update their permission level at any time.
To learn more about User Permission Levels, check out this article.
Add a User
To add a new user:
- Click your name in the top right corner.
- Select “Settings.”
- Click “User Management.”
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Click the “Add User” button.
- Upload a Profile Photo.
- Although optional, this can make it easier to identify technicians on the schedule.
- Enter First and Last Name.
- Add a Phone Number.
- Phone numbers are optional, but recommended for technicians, so your team can easily contact them while they are on their route
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Check the box to enable the user to be shown on the schedule.
- This option can only be selected by Account Owners, Franchise Owners, and Admins and should be enabled for technicians who will be assigned jobs.
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Select a Permission Level for the User. Click the linked “Permission Levels” to learn more about the access each level has.
- Enter an Email Address for the user.
- This email address will be the user’s username for accessing ServiceCore online and through the mobile app. Using a valid email address allows users to receive email notifications and reset their password without assistance.
- Add a message to include in their invitation email from ServiceCore.
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Click “Add New User” to save your new user and to send the invitation email.
How New Users Access ServiceCore
If a valid email address was used when adding a new user, the user will receive an invitation email.
After clicking “Accept My Invitation” in the email, they will create their password and click the “Reset Password” button.
If a valid email address was not used when adding a new user, an Admin or Account Owner must set the password manually from the user's profile and provide the login information to the user.
Please Note: Only the Account Owner and Admins can set or reset user passwords.
FAQs
Can I change a user’s permission level?
Yes. You can update a user’s permission level at any time, as long as you have a higher permission level than the user you are editing.
What if a user does not receive their invitation email?
If the user’s email address is not valid or they cannot find their invitation email, an Admin or the Account Owner can set the user’s password manually and provide login details.
Why can’t I assign jobs to a user?
To assign jobs, the user must have “Show User on Schedule” enabled and the appropriate permission level. This option is typically used for technicians and others that work in the field.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!