Adding users is important to make sure that you can track access to your system. You can create as many users as you need in your account. It is a best practice to create a user for each employee that you have in your company.
This is beneficial because it allows you to control what those employees have access to based on Security Roles, allows you to track changes by employees in the Audit Trail, let's you set up email notifications of schedule changes to employees and gives you the option to assign commission levels for technicians and sales reps.
Note: these instructions are for our Desktop version only. If you are viewing this on a Mobile Device, please head to six.servicemonster.net on your Desktop browser and then proceed to follow instructions below
Click on "+ New Employee" To create a new employee
Here you can enter basic information about your employee.
Once that is done, click on the "Save" button. The page will automatically update. The Employee is now entered in the system and can be assigned to appointments and routes.
You will now see four tabs, details, User, User Access, and Options.
In the User tab, you can add in their login information to create an account for them on ServiceMonster.
Here you can enter their Username, Security Role, and Password.
Passwords require: Minimum 6 character, 1 uppercase letter, 1 lowercase letter, 1 number
Security Roles define what they can and can not access within ServiceMonster. If you want to see a list of Security Roles and what they can do, click here.
Once you have entered that information, click save. The User is now created, they can now log into ServiceMonster with the username and password you set for them.
In this tab you can view when this user has logged in and from what IP Address.
Here you can set up appointment notification preferences, and commission preferences.
You can choose to set up one Email and one Text notification, so either both email and text for "MY" or "ALL", or a mix of Text notifications for "My" and Email notifications for "All" schedule changes.
It will send emails to the email address you entered in the Details page and can select the phone number in the "Send Text Notifications to:" drop-down menu.
If you have already created commissions within ServiceMonster, you can use the drop-down menus to assign them. The Tech section is the commission that will be applied when the employee is assigned as a tech on a job. The Sales Rep is the commission that will be applied when the employee is assigned as the sales rep on an order. For information on how to create commission rates, click here.