Managing Service Provider Users

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Adding New Service Provider User

First, login to your Latchel dashboard by following the steps in: Accessing Your Latchel Portal (Service Providers). Once logged in, click your user icon at the top right corner of your dashboard, then choose Account Settings.

In the Account Settings page, click the User tab.

From there, you will see the list of all your company users if there are multiple. Note that the user with the shield icon is the Primary user of the company. Click +New User to add new service provider user.

NOTE: Primary user acts as the admin of the service provider company. This user has the capability to schedule work orders to other users within the company.

Finally, add the name of the new user, the primary email, and primary contact number. Click Save once done.

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Disabling a User

After logging in to your dashboard, go to your Account Settings then select User.

From there, you will see all your users listed. Find the service provider user you need to delete. Click the 3 dots across the name of the user then choose Disable user.

Finally, click Submit to make the changes.

A red banner will appear below the user’s name indicating that the user is now disabled. 

NOTE: Once the user is disabled, you may not be able to assign any work orders for the user. In the same manner, the user may not be able to assign himself to any work orders or login to its dashboard.

To enable a user, you may follow the same steps above. Choose Enable user, then click Submit. The red banner on the user’s name will disappear after enabling the user.

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Updating Service Provider User’s Contact Information

To update the user’s contact information, clicked the hyperlinked name of the user.

Tap in the box of either the phone number or the email address whichever you must need to update. Add the new contact information then click Save.

You may also add multiple phone numbers or email addresses. To do this, click Other phone or Other email, add the secondary phone or email address, then click Save.

As the primary user of your service provider company, you also have the privilege of viewing and managing their calendar for effective scheduling of work orders within your company. To learn more, check this help guide:Viewing Work Order Calendar (Service Providers)

And that’s how easy you can manage your service provider users within your company account settings!