Before You Begin
If the user profile previously existed, contact SR Support to reactivate the profile rather than creating a new one.
You must have Forms Admin privileges to manage users.
If you are not currently a Forms Admin, please reach out to SR support to enable your administrator privileges.
Your company Forms Admin must approve your access prior to SR Support enablement.
Manually Adding a User
Log into your admin account.
Click on the Forms module.
Select User Maintenance.
Click Create New User.
Input the First Name, Last Name, Email Address, and Username.
Input optional information including Title, Division, Cell Phone Number, Status, and Notes.
Check the Password Reset box if they are a new user.
Click Add/Update.
Importing Users from Other SafetyReports Modules
Once you have added a user to any module, you can import them into the Forms module.
Select the module you want to add them to.
Click User profiles, User maintenance, or Manage employees.
Click import users.
Select the circle next to Import from Safety Reports.
Check the box next to the user's name.
Click the Import selected users button.
Importing Users via CSV File
Click the Import Users tab.
Check the import from CSV option.
Select an Observation User Group from the dropdown menu if you wish to add them to a group.
Click the choose file button to upload a CSV.
Click upload once you have the file selected.
Note on CSV Requirements: You must have at least one user entered into the system before importing others. All CSV files must contain a First Name, Last Name, and Email. You can optionally include address, city, state, title, company name, work phone, and cell phone.
Password and Access Notes
New Users: If a user is new to the system, navigate back to User profiles and send them a password reset for any module they are added to.
Existing Users: If a user already exists in the system, their password will carry over to any module they are added to.
Note for Fin: This article only applies to the Forms module. If the user has not specified they are using Forms, ask for clarification before providing these steps.
Important: Verify Your Module
This article contains instructions specifically for the Forms module. If you are using a different app (such as Inspections, Scan, or JSA), please specify the app name so I can provide the correct steps for that module.