How to Invite Service Providers

How to Invite Service Providers

In the maintenance process, you need to get the service and expertise from relevant Service Providers to resolve the issue and problems reported by Requesters.
Therefore, the next step involves inviting these Service Providers to join iviva.facility by configuring accounts for them.

Invite Service Provider Team Users

To invite a Service Provider team user, follow these steps.

  1. There are 2 main ways to kick off the process:
    1. Click the Invite Service Provider Team Users button on your Welcome email.
    2. Click the Invite Service Provider Team Users button under the Users section on the Data Configuration page. The New Servicer User configuration wizard will be open.
  2. Under Vendor User Details section,
    1. Select the required Vendor from the dropdown box.
    2. Technician checkbox: If this checkbox is selected, the user will be assigned as a technician under the vendor previously selected.
  3. Under User Details, add the required details.
    1. Type in the First Name of the servicer user.
    2. Enter the Last Name and Office Phone in the respective boxes.
    3. Site: This will be filled automatically with your Site Location you provided under Account Information during sign-up.
    4. The system will automatically select ‘Vendor User’ as the User Type.
    5. User Group will be automatically filled according to the selected vendor/Service Provider.
    6. Click Next.
  4. Under Login Details section,
    1. Login required’ checkbox will be selected by default. If the User does not need to log in to the system, you can deselect it and continue without a User ID.
    2. Type in the User ID.
    3. Type a Password. Re-type the password in the given box. You can even generate a password by clicking the ‘Generate New Password’ link.
    4. If you need to allow the user to manage his/her password, select the ‘Allow user to manage password‘ checkbox and proceed. Note: If this checkbox is selected, a checkbox named ‘Notify the user to configure own password’ will be displayed under the Notification Settings section on the Other Settings window, which will be displayed later on the User configuration wizard.
    5. Type in the Identification Number.
    6. Click Next.
  5. On the Other Settings window,
    1. Select the required Display Settings to be used in the app.
    2. Under the Notification Settings section, select the required checkboxes and enter the Email and/or Mobile number according to your requirement.
      • Notify the user to configure own password checkbox: Select this checkbox to notify the user via email to configure his/her own password. Once this checkbox is selected, Email field will be mandatory. This checkbox will be available only if Allow user to manage password checkbox is selected on the previous Login Details window.
      • Receive messages by email checkbox: Select this checkbox for the user to receive messages by email. Selecting this checkbox will make the Email field mandatory.
      • Receive messages as texts checkbox: Select this checkbox for the user to receive text messages via mobile phone. Once this checkbox is selected, the field named ‘Mobile‘ will be mandatory.
  6. Click Register. Service Provider Team User will be registered.