Assign a Service Provider Manager user role

Learn how to assign a Service Provider Manager user role. You need the Administrator user role to access these settings.

In the Service Provider Manager there are three user roles:

  • Administrator: The same rights as a Service Provider Manager plus this user can manage settings.
  • Manager: This user can manage any Service Provider Organization or member and make them active.
  • Coordinator: This user can only manage Service Provider Members that are part of the same Internal User Access Group as the Coordinator.

Assign a user role

  1. Navigate to Tools > User Roles
  2. Search for the employee you wish to assign the Service Provider Manager role to.
  3. Select the Manage Roles button beside their name.

    Assign-roles.png

  4. Select the Service Provider Manager checkbox, then select which role type they require. Click Assign Roles.

    Assign-roles-Select.png

The role will now appear in the user's assign roles list. The next time they log in to WhosOnLocation they can access the Service Provider Manager functions based on the role level you granted them.

Check if a user has logged into WhosOnLocation before

It is easy to determine if the user that you granted Service Provider User Role rights to has logged into WhosOnLocation before. Check the status in the  Login Permission column:

  • New: Employee has not yet been sent an activation email
  • Incomplete: Employee is missing email address and cannot be sent an activation email
  • Pending: Employee has been sent an activation email but has not yet logged in
  • Active: Employee has activated their account and has successfully logged in

If the user’s status is New

  1. Select the checkbox beside their name.
  2. Select the Send Login Permission Email from the Run Action menu.

    Assign-roles-send.png

  3. Click Run Action.

This will send the user an email asking them to create a password and activate their account login.

If the user’s status is Incomplete

  1. Go to Tools > Locations.
  2. Click View next to the location they are based at.
  3. Select Employees from the menu on the left side. 
  4. Click View next to their name.
  5. Add their email address, then click Save and Close.
  6. Go to Tools > User Roles and follow the above steps for  sending the login permission email. 
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