Inviting Users

T. L. Hawkins

2 years ago

As you use ServiceWorks, you may find yourself in a situation where you’ll need to enable more of your staff to access your account. While you can set this up manually, you can utilize the Invite Users feature to allow your employees to create their own usernames and passwords. Here’s a brief explanation of how this will work:

To begin, first click the cogwheel on the right-hand side of the toolbar to open the Configurations tab. Once opened, navigate to Admin -> Company Users

In the Company Users section, click the Invite Users button.

Once clicked, you’ll have the following options available to you:

First, Middle, Last Name – Enter your employee’s name in these fields
Email – Enter a valid email address to send this request to your employee. This will also be the assigned email and password for this user account
Third Party – Use this toggle to denote whether this user is a third-party contractor
Role – Assign this user a role from within your account. During this invitation process, only one role can be selected at a time, any additional roles will need to be added later on

Once you have finished entering your information, click Invite to send the invitation link to your desired employee

Now that your invitation has been sent, you can view a log of all user invites sent. Return to the Company Users menu and click the Invited Users tab.

In the Invited Users tab, you’ll see a list of all invites currently sent, including the employee name, the type of user, the role assigned to the user, the date the invitation was sent, the user’s email, and the ability to resend or delete the invitation.

What Your Employees Will See

Shortly after you send the user invite, the recipient will receive an email with a link to accept the invite

Once the accept invite button has been clicked, they’ll be redirected to a screen to complete their user information setup. From here they’ll be able to enter their full address and password