INTRODUCTION:
IF the person you want to designate as a Safety Indicators User is already listed in the system as an Employee, you can skip the first section below. IF the person is a New Employee, they first need to be added to the system.
Adding a new User also includes assigning them to the appropriate Projects and Permission Groups.
IF THE PERSON IS A NEW EMPLOYEE
In this example, we will be adding a new company Employee to the system; however people can also be added as Contractor Personnel or Client Personnel.
STEP 1
A Click Administrative Tools in the left menu
B In the Personnel Card, click + Add at upper right, then choose Employees
STEP 2
On the Add Employee form, only the following items are required. However it may be useful to include other employee data.
A Under Employee Status, click the down-arrow, then choose Active
B Add their First Name and Last Name
C Under Office, click on the down-arrow and make the appropriate selection from the drop-down menu
D Scroll down to Contact Information, and add their Email Address (which will serve at their User Name)
E Click the green Save button at the bottom, then close the Add Employee window
ADDING AN EMPLOYEE AS A USER
STEP 1
A Click Administrative Tools in the left menu
B In the Personnel Card, click on Employees
STEP 2
A In the Employees list (alphabetically by last name) find the person’s name, then double-click it
To narrow down a long list, you can use one of the Filters on the left. OR you can use the Search box at upper right (Last Name, Comma, First Name, Return).
Note that current Users show a 'Person' icon in the left column.
STEP 3
A In the left menu, click User Access
B Select the User Time Zone from the drop-down options
C Click Create System User
STEP 4
• In the next window, IF they are an Administrator, check the appropriate box, then Save.
IF NOT, just click Next at lower right.
ASSIGN PROJECTS AND PERMISSION GROUPS
STEP 1
• To Assign the User to Projects, click + Assign Projects at top
STEP 2
A In the Projects list, check ONLY the boxes for the Projects that the User should have access to
B When done, click +Add Selected at lower right
STEP 3
A In the left menu, click Permission Groups
B To assign the User to Permission Groups, click + Assign Permission Groups at top.
STEP 4
A In the Permission Groups list, check ONLY the box(es) of the Group(s) that the User is being assigned to
B When done, click +Add Selected at lower right.
Close the Create System User and Employee Details window. You’re done.
If at any time the system doesn’t seem to be updated with your recent additions or revisions, try refreshing the browser.