Access to these options are based on a user’s assigned role.
- From the Navigation menu, select Service Providers >> View Active. All active Service Providers are listed here.
- Click Add Service Provider
- Enter the Service Provider profile information:
- First Name
- Last Name
- (Optional) Employee ID – Can be employee number or HR system employee unique identifier
- Phone number (Mobile number used to contact them in the field)
- Title – Used for routing Work Events with Title as a filter option
- Manager name
- (Optional) Address street 1
- (Optional) Address street 2
- City
- Country – Select from drop down options
- State – Select from dropdown options
- Postal code – US may be five digit or zip+4 format. Canada has a space between the character groups.
- (Optional) Company van
- (Optional) Corporate card – Select from dropdown options
- Region
- Click Create
- The newly created Service Provider will receive a welcome email with instructions to set their password.