If a user is already set up in a different Safety Reports module—such as Inspections, Observations, or Safety Scan—you won’t be able to manually create a new profile for them in your current module. Instead, you must import the user from the other module.
Follow the steps below to bring over the existing user while preserving their login credentials.
Steps to Import an Existing User
Log in using your Admin account.
Select your desired App/Product from the top options
Note: Importing into Inspections is not available.
From the left menu, select one of the available options for your App/Product:
Training: Manage Employees
JSA: JSA User Maintenance
All other Apps/Products: User Maintenance
Select the Import Users tab at the top of the screen.
Select the Import from Safety Reports radio dial (circle)
From the Product to choose users from dropdown, select the module where the user already has a profile (e.g., Observations or Inspections).
Check the box next to the user’s name.
Click Import Selected Users at the bottom of the screen.
✅ Once imported, the user will appear in the current module and will continue to use their existing login credentials from the original module.
Frequently Asked Questions
Q: Why can't I manually add this user?
A: If the user already exists in another Safety Reports module, manual creation is disabled to prevent duplicate accounts. Use the import feature to transfer them.
Q: Will the user need a new password after import?
A: No. They will continue using the same login credentials from the original module.
Q: Can I import users from multiple modules?
A: No. You can only import from one module at a time. Be sure to select the correct one in the Import from Safety Reports dropdown.