Community Manager
Community Manager
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‎04-26-2019 08:13 AM

Updated: 3/5/19 

If you’re reading this, we hope you’re on your way to becoming a ServiceMax Community member! The first step is registering and getting the right access. 

Register 

  1. Visit Community.ServiceMax.com 
  2. Click “Sign In” in the top right-hand corner. 
  3. Select “New User? Register here.” 
  4. Fill out the form, which includes picking your username. 
  5. You’ll be immediately registered. 
  6. Confirm your email address via an email you should receive right away. 

If you’re a ServiceMax customer, partner, or employee, there’s one more step. 

Request Access 

There are certain areas in the community designated only for the eyes of the groups listed above. In order to see those spaces, we need to assign you the right access. 

Once you’re signed in, go to the homepage. In the navigation bar, you’ll see an option that says “Request Access.” From there, choose what access level you need. It will open an email that is filled out and addressed to the Community Team. Send the email. 

Once a Community Manager has given you the correct access, you’ll receive a confirmation from them and will be able to access those customer, employee, or partner specific spaces. 

Resetting Your Password

  1. Visit servicemax.community.com
  2. Click "Sign in" in the top right-hand corner.
  3. Select "Forgot password"
  4. An email will be sent to your account.
  5. If you don't receive an email, check your spam.
  6. If still not found reach out to the Community Admin.

 

3 Comments
Staff Chef
Staff Chef

Hi @Nicole_Guzzo , it may be useful here to point out here where people can go to see what level of access they already have. I assume this is on their profile in the field 'Membership Type' ?

Regards, Richard

Line Chef
Line Chef

Trying to log a case.  I have been through set up and sign in and still cannot see where to do this.  I have a user group that is not able to generate work orders our of her Salesforce instance via Service Max.  We thought it was a Chrome error but that does not seem to be the case.  Can someone help me get this into the Cases.  Customer Pentair Filtration  Contract #Contract Number: Q-14509

 

Thanks.  This is Nancy Franklin, Pentair Sr. Salesforce Administrator

Salesforce Org ID 00DC00000016kO2

Community Manager
Community Manager

Hi @NFranklinAdmin - can you see the following link?

https://community.servicemax.com/t5/Submit-a-Case/bg-p/Log_A_Case

That is where you can log a case! If you need help logging in / don't know your credentials, send a note to support.operations@servicemax.com or your Account Manager, @Chase_Martin.

Hope this helps.