Team & access

Invite team members, manage roles and record qualifications.

12 articles

• Add and manage team members →ServiceVisit lets you build and look after your team. You add a team member by entering their email address and name and choosing a role. ServiceVisit creates their sign-in and profile and sends them…
• Assign roles to users →ServiceVisit lets you decide what each person on your team can do by giving them a role. You would assign a role when you add someone new, when their job changes, or when you want a person to cover…
• Customizing what a role can do →Each role comes with a default set of abilities from ServiceVisit. You can change that set for your business by switching individual abilities on or off. The change applies to every team member who…
• Giving a team member roles and checking their access →A role decides what a member of your team can do. This guide shows how to give a person a role, take one away, and read the result as their effective access. It also explains what happens when a…
• Inviting, editing and deactivating team members →You add a person to your business by inviting them with their email address. ServiceVisit creates the sign-in, emails an invitation, and gives the person the roles you chose. This guide covers…
• Qualifications, Assignment and Certifying Service Records →People often ask whether the qualifications they record decide who may be given a visit and who may certify a completed service record. The two work differently. Trades recorded on a team member can…
• Record team qualifications →ServiceVisit lets you record what each of your team members is qualified to do. For a user you can save their trades, their skills, their credentials and their licenses, including who issued a…
• Recording Team Member Qualifications →Qualifications are the record of what each person on your team is trained and licensed to do. For every team member you can save their trades, their skills with a proficiency level, their credentials…
• See your own qualifications →ServiceVisit lets each team member look at the qualifications their provider has recorded for them: trades, skills, credentials and licenses. You would use it to check that what is on file about you…
• Setting Up Work Classifications →A work classification is the kind of work a job or plan is for. Setting them up once means jobs get sensible defaults and your work plans are filed under the right kind of work, which keeps the…
• Team access and roles overview →Your business decides what each of its people can do. Every team member holds one or more roles, and a role is a set of things a person is allowed to do in ServiceVisit. This guide explains how the…
• View your team →ServiceVisit lets you see who is on your team. You would use it to check the list of your users and open any one of them to see their details, for example before you hand someone a job or when you…