Adding Employees and configuring roles controls system permissions. Assigning appropriate permissions ensures staff have the access required for their roles.
Step-by-Step Walkthrough
Open HR Directory
From the administration menu, click HR Directory (or navigate directly to /hr). This page displays active employees and pending invitations.
Click Add Employee
Click the Add Employee button. Enter their primary contact details.
Assign Permission Role
Select the employee's system role (e.g. Administrator, Office Manager, Dispatcher, Field Technician). This sets their access levels.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Email Address | Required | Primary login email. Must be unique. |
| System Role | Required | Assigns pre-defined permission sets. |
Configure Dispatcher Settings
For field technicians, configure their dispatch region, assign default trucks, and select their service skill sets.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Dispatch Region | Optional | Link the technician to a service region. |
| Primary Vehicle | Optional | Link the technician to an inventory truck stock location. |
Send System Invitation
Review settings and click Send Invitation. An email is sent inviting the employee to set their password.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Email Address Format: Email must be unique and valid.
- Role Selection Requirement: The employee must be assigned a role before the invitation can be sent.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.