01 Adding an Employee

button (2) Getting Started Creating Products & Services button (2)

 

There are a few items that are good to set up before you start using ServiceMonster. First, open up your favorite web browser and go to app.servicemonster.net. You will need your Company ID, Account Name and Password, which will be in your welcome email.

Adding users is important to make sure that you can track access to your system. You can create as many users as you need in your account. It is best practice to create a user for each employee that you have in your company.

Benefits

    • Control access by employees based on Security Roles.
    • Track changes by employees in Audit Trail. ​
    • Send email notifications of schedule changes to employee.
    • Assign commission levels for Technicians and Sales Reps.

Watch this short video to see how to add an employee:

Time Index

  • 0:00 – 0:24 – Introduction
  • 0:24 – 1:13 – Create New Employee
  • 1:14 – 3:25 – Create User

How do I add an Employee?

  1. Go to Company > Management > Employees / Users.
  2. Click the New Employee button.
  3. Fill out the employee’s information.
  4. Choose the role or roles that you would like for the employee to have:
    • Technician – Assign to Jobs
    • Sales Rep – Assign to Orders
  1. To enable email notifications for an employee, enter their email in the Email Settings.
    • Choose one of the options from the Job Notifications drop down menu.
  2. Click Save.

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How do I add a Username for an Employee?

  1. Click on Access tab.
  2. Fill out all fields to create a user login for the employee.
  3. Click Save.

How do I assign a Security Role?

Security Roles let you control access to sensitive information in your ServiceMonster account. What are the different Security Roles?

How do I assign Access R​​ights?

If you have a situation where you only want a user to be able to access ServiceMonster from specific computers or mobile devices, you can select different Access Rights levels. The levels allows user access to the following:

    • Any Computer – any computer or mobile device.
    • Authorized Computers – set specific computers that users are allowed to login with. How do I set up Authorized Computers?
    • Deny Access – restricts users from accessing App version. Still allows access to Mobile version.

 

button (2) Good job! You have added your employees. Next, we will add the Products & Services that you offer. button (2)