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ServicePRO Web - Login Screen

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ServicePRO Web Login

ServicePRO ServicePRO Web features a Login Page with several editable sections. Each section can be customized by an Administrator using the Portal Customization Designer to suit the needs of the organization.

Editable items include:

  • Logo
  • Welcome Message
  • Login Section


Customizable Content

ServicePRO Administrators can customize content on the Login Screen using the Portal Designer – General feature. This includes:

  • The Login Page’s logo in the upper left
  • The Login Page’s welcome message
  • The right Login panel’s header message


NOTE: For more information on the Portal Customization Designer, please consult the section on ServicePRO Web - Portal Designer.


Login Section

The login section consists of several sections:


Language Options

The following languages are available:
  • US English
  • Spanish
  • French
  • Slovenian
  • German


Email and Password

Log into ServicePRO Web with your login credentials.

Users may use their Email or Username to access ServicePRO Web.


“Forgot Password?”

In case of a lost password, select the Forgot Password option. Enter your Email account name for that account, and

ServicePRO will send an email with instructions to reset your password.


Keep me signed in

Toggle automatic sign in on or off.

If this option is enabled, it will keep the user logged in so that the user will not need to enter login credentials when ServicePRO Web is accessed in a future session.

This option is available with all login options (ServicePRO, Active Directory, Windows and Twitter Authentication).


“Need an Account? Sign up now”

Sign up for a new account with this option. Administrators can enable or disable the ability to sign up for a new account from the Portal Customization Designer.

When signing up for a new account, the information is required:

  • Display Name – Select the name that will be displayed on your Profile for use across the application.
  • Email – Enter the email associated with this account.
  • Password
  • Confirm Password
  • Cellphone
  • Company – Root companies in the will be selectable as an auto-complete option. Users must otherwise type out the entire company name.
    • Administrative users can select a default company and default organizational unit from the Portal Customization Designer.


Domain

Select the Server Domain for ServicePRO. This option can be enabled or disabled by the Administrator in the ServicePRO Portal. For More information please see Active Directory Authentication


CAPTCHA

CAPTCHAs can be enabled by the Administrator in the ServicePRO Portal Designer for additional login security. CAPTCHAs can also be used for verification when performing an Account Sign Up.


“Or Sign in using”

Sign in using ServicePRO Login, Windows Authentication, or Twitter Integration. Administrators can enable or disable each sign-in option to their preference.

ServicePRO Login

Users may log in using their standard ServicePRO credentials.

Users can also use their Active Directory login using Domain credentials after selecting a Domain from the dropdown list. This option is provided if the Administrator has enabled it.

  • Active Directory Login – If Enabled in Active Directory Configuration, users may select a Domain, and log in using an Active Directory Username and Password.

Windows Authentication

Log in using your Windows account name and password. If the user is not yet in the ServicePRO database, then the user will be prompted to enter information into the registration form.

Twitter Account Integration

Log in using your Twitter account credentials.

When the user clicks on the Twitter icon on the Login/Registration page, the user will be taken to Twitter to enter his credentials and authorize our application to access his profile.

When the user is brought back to the application login, a Twitter account registration page will be opened to register for a new ServicePRO account. If users have already registered accounts before, they will be signed in to ServicePRO ServicePRO Web directly.


For more detailed information on Twitter Account integration, please consult the page on Twitter Account Integration for Sign Up


Logging in and Licenses

Account Access, Licenses, and Privileges

While trying to login as a privileged user, the application will validate for the availability of unconsumed floating licenses.

  • If there are unconsumed floating licenses available, then the user will be logged in normally.

  • If all floating licenses have been consumed and a user tries to log in:
    • Users with administrative privileges will be given a grid listing of all floating users currently logged in. The user can choose to log out one of the floating license users in order to free up a license.
    • Support Reps (if enabled in System Options) and Users with administrative privileges will be allowed to send a message before logging out a selected user, or force that user to log out immediately.
    • If sending messages is disabled, or if forcing other floating license users to log out is disabled for Support Reps, then users will be shown a message indicating all floating licenses are in use at the moment, and should try again at another time.
    • Users with no administrative privileges can contact administrators to log out a floating license user if necessary.
  • End Users are allowed to open multiple sessions of ServicePRO Web. Support Rep Users will be restricted to only one session of ServicePRO Web login at a time.

Logging Users Out

Administrative users will be allowed to send a message before logging out these users, or force that user to log out immediately.

  • If sending messages is disabled, or forcing other floating license users to log out is disabled, then users will be shown a message indicating all floating licenses are in use at the moment, and should try again at another time. Users with no administrative privileges can contact administrators to log out a floating license user if necessary.
  • Administrators may also enable the automatic idle floating user sign-out feature in the System Options General section. After a floating user is idle for the specified time, they will be signed out automatically to allow other users to log in.