When you create an account on Serviceprotocol.com, a user account and an administrator account are automatically created. Contact us to gain access to the administrator account. Usually one (1) user gets access to that account and prepares and manages the system for the users within the company.
With an administrator account, you add users, set permissions for users and can make a number of settings and adjustments to the system for your needs. Also read My account concerning user permissions and settings.
When new functions are added to the system, you as an administrator need to sign in and set permissions for what the users should be able to do in the new function. Stay up to date by visiting the News page regularly.
If you want to access the group- and module settings when you are signed in to the system but on another page, click on the company/group name (at the top of the page to the left), to enter the group.
On the start page for the group – Group settings – you manage users in the group, add integrations, upload registers etc.
Add new user. Each new user generates a new license. Your charge will change automatically. Read more: Add users
You can create a template for common user permissions. When you then add users, you simply select a template that fits.
You find your templates under the heading Permission templates.
To create a permission template, follow these steps:
You can create multiple templates with different settings.
Of course, you can make changes to the permissions of individual users without affecting the template.
If you want to change a template, do this:
Changes to a template do not update the permissions of users. To do so, enter each user and select the updated template for the user. All previous settings for the user are then deleted and the new ones apply.
You can add external users with limited permissions to the system. These are marked with the text (external) in the list of users. Read more about external resources here.
Under this tab you add subgroups. The subgroups are then selectable on Work Orders.
Subgroups can be used if the company consists of different companies that have different organization numbers and different invoicing systems. By creating subgroups, all companies / departments can share resources, customers, orders and items. Subgroups can also be used to distinguish between different departments / competencies which can then, for example, be linked to commonly occurring articles within the department / competence.
Custom fields for work orders can be linked to the subgroups by specifying whether these should be included or not. This setting is made under “Edit work order settings”.