How to add an additional users for access to ServicePortal?

Log in to your ServicePortal



1. Click on Account Summary

2. Click on Users

3. Click on ADD USER




Here you can enter the First Name, Last Name, Password, and Email/Username of the new user you are adding. 



Additional Permissions

1. Account Administrator - Account administrator has access to all service portal features, including adding additional devices, configuring settings, and accessing job photos.

2. View Geo-TrackingUser will have the access to the Geo-Tracking data.

3. Access Knowledge BaseUser will have access to view Knowledge Base Documents. User will be restricted from editing account settings and adding more devices.

4. Access Job Photos - User will have access to view, download, and delete Job Photos. User will be restricted from editing account settings and adding more devices.

5. Access Job Documents - User will have access to view, download, and delete Job Documents. User will be restricted from editing account settings and adding more devices.

6. Allow to Assign Teams - User will be able to access and modify Devices section. Assign team, change PIN numbers, modify device id numbers and modify device settings.

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