These are the steps to follow when creating a new user inside of ServiceBox. By default there is 2 primary role types Administrators and Basic Users. Administrators have access to everything and a basic user has limited access.
1. Place your mouse on the triangle/down arrow to the right of your login name on your site, then slide your mouse down, and "left click" on "Users".
2. On the following screen, click on "Add User"
3. Fill in all of the required fields, indicated with a red asterisk, and choose a unique color/colour for each User.
- First Name, Last Name, Email, Username, Password
- Role - This is the role for the user (Administrator for full access or Basic user for limited access)
- Active - Set the user as Active or Not Active. If set to Not Active they will not have access to ServiceBox.
Some details on specific fields:
- Timezone - Choose the timezone for the employee if different than the company time zone.
- Schedule Colour - This is the colour that the employee will appear on the scheduler.
- Schedule ForeColor - This is the font color that will display the text based on the background color.
- Hide user from scheduler - if checked this will hide the user from the Scheduler.
- Send Email Alerts / Send Mobile Alerts - You may choose to send a user either an Alert via the App (Mobile Alert) and/or via email., to have this happen. (We suggest to set up one, and not the other, for most Users, depending on if they are mobile or not.
- Labour Rates - You do not have to input a specific Cost for this User's Regular or Overtime cost. It is recommended you do, if you want full value out of your Job Costing available in ServiceBox. This is obtained from your Accountant/HR, with all direct costs for the employee included. There is a default that will be selected from the first page of the Work Order tab in Settings, if this is left blank.
- Click on Save
