Service provider members

Learn about service provider member settings. You must have the Service Provider Manager user role to access them.

Service provider member profiles

A service provider member is any person that enters your location as part of their work and aren’t employed by your organization. They are recorded as members of service provider organizations. These can be anyone from cleaners to builders to suppliers to temp workers and anyone that performs services for your organization and needs to sign in to your locations.

In WhosOnLocation you can manage service provider records, assign their user roles in their organization, and set their access to your location.

If you need to record information that is not included in the default profile fields, add custom fields in Service Provider Manager before updating service provider member profiles.

The different sections for service provider members covered in this article are: 

Some of these sections are only available if the add-on is enabled and the necessary user role assigned.

Profile information

These are the contact details of the member. The only required default field is the Full Name field. This must have a first and last name to be accepted. If you have added mandatory custom fields, you'll also need to complete these fields before saving your changes. 

For a member to have access to your locations, the status of their account needs to be Active. When first adding a member, the Status defaults to Pending, you can then change this to Active, Inactive, On-Hold, or Banned. When changing a status, you must add a status note, this is to record the reason for the change and will be stored in the logs.

InactivePending, and On-Hold are all statuses that prevent access to your locations and prevent expiry notifications from being sent to the member.

You can use these to manage your members in any way you want. E.g. On-Hold means you are waiting for paperwork, Inactive means they are not currently providing services but they may in the future, etc.

Banned also prevents access to your locations but also records when someone tries to sign in and allows you to set up notifications based on this. Click here for more information on this status.

The Primary Email Address and Mobile Number fields are used for sending notifications to the member.

The Service Provider ID field is used to store an ID number that can be used instead of the name to sign in/out at a Kiosk.

The Permitted dates allow you to set a period that the member can access your locations. Outside of these dates, the member will be denied access when trying to sign in.

There may be extra fields to complete or tabs to click through if your organization has added custom fields. 

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Organizations

Add or remove the organizations a member belongs to in this section. Once an organization has been added, you can adjust the location permissions and organization roles of that member for that organization.

A member cannot have access to more locations than their organization, but they can have fewer. For example, an organization has permission to visit all locations in one country, but a member may only have permission for one city. They will only be recognized as a service provider member for the location in that city.

By default, a member will have the same permissions as their organization. To customize this permission, click Location Permissions and select the locations and level of permission.

You can assign different organization roles in this section. For more information, check the Member Contact Role Types Help Center article. 

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WolMobile

WolMobile is an app used by service providers and employees to sign in and out of locations without using the kiosk. It will only appear when the WolMobile add-on is enabled by the Account Owner.

From this section, you can view and send a member’s WolMobile code. This code will not be active until it is sent to the member. To do this, click Send WolMobile Activation, then select the method.

You can also send multiple WolMobile codes from the Member List using the Run Action menu.

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Member inductions

Member Inductions will only appear when the Induction Management add-on has been enabled by the Account Owner.

From this section, you can view the induction courses passed by a member, the status of the course (whether it is passed, not passed, or expired), and if they have any pending invites to induction courses.

If you also have the Induction Manager user role, you can invite members to take induction courses or manually add them to their profiles from this view.

Induction courses are all set up in the Induction Management section of WhosOnLocation by users with the Induction Management user role.

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Member tokens

Tokens are used to expedite the sign in/out process. If you have a token set up in WhosOnLocation, you can scan this instead of entering your name into a kiosk to sign in or out.

Tokens are any barcode or QR code that is entered into the system to give a service provider this ability. They can be added by an Identity Manager user in the system or by the service provider themselves when signing in on the kiosk if the self-register option is enabled.

Member Tokens will only appear when the Identity Management add-on has been enabled by the Account Owner.

From this section, you can view any tokens set up in a member’s account and, if you have the Identity Manager user role, add new tokens.

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Qualifications

Record a service provider's relevant qualifications. Qualifications are created in the Qualifications Management screen, then applied to a service provider's profile in this section. You do not need to have the Qualifications Manager user role to add qualifications to a service provider's profile, only to create different qualifications.

Qualifications will only appear when the Qualifications Management add-on has been enabled by the Account Owner.

The information that can be recorded includes the type of qualification, the name of the qualification (chosen from a dropdown menu of created qualifications), when it was received, when it is valid until, and any supporting documents for the qualification.

Qualifications (or lack of qualifications) can be used to deny entry to service providers from a location using Triggers. You can set this up for if a relevant qualification has not been applied or expires.

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Notes

Use this section to view and create notes about the member which may be relevant to your records.

Each note has a type, subject, and note contents to help differentiate what each note is for at a glance.

You can add notes manually one-by-one, or add multiple notes for a member via CSV import using the template provided in the Notes section.

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