Once users are added to your ServiceCore account, you can update their information at any time. Editing a user allows you to keep contact details current, adjust permissions as responsibilities change, and make sure the right employees have access to the right tools.
Before You Start
Here are a few things to know before you continue:
- Only Assistant Managers and higher permission levels can edit a user.
- You must have a higher permission level than the user you are editing.
- Only Admins and Account Owners can reset passwords.
- To learn more about permission levels in ServiceCore, please check out this article.
Edit a User
You can update an existing user’s profile information at any time, including their name, profile photo, phone number, email address used for login, permission level, and whether they appear on the schedule.
To update an existing user:
- Click your name in the top right corner.
- Select “Settings.”
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Click “User Management.”
- Click the down arrow in line with the user.
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Select “Edit User” in the drop-down menu.
- Update the necessary fields.
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Click “Save.”
After clicking “Save” all changes will be updated immediately.
Change a User’s Password
If a user forgets their password or needs it reset, an Account Owner or Admin can update it from the user’s profile.
To change a user’s password:
- Click your name in the top right corner.
- Select “Settings.”
- Click “User Management.”
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Click the “View User” button in line with the user.
- On the user’s profile, enter and re-enter the new password.
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Click “Change Password.”
After the password is changed, the user can log in immediately using their email address as their username and their new password. They will also receive an email notification letting them know that their password has been updated.
FAQs
What permission level do I need to edit users?
You will need at least an Assistant Manager permission level and must have a higher permission level than the user you want to edit. For example, a Manager can edit users with lower permission levels, but cannot edit other Managers or Admins.
Why can’t I change the “Show User on Schedule” checkbox when editing?
It sounds like you do not have the permission level to make this change. Only Account Owners, Franchise Owners, and Admins can enable or disable a user being shown on the schedule.
Why do I not see the option to change password on a user’s profile?
Since only Admins and Account Owners can change passwords, it sounds like you do not have the permission level to make those changes.
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!