Important: Verify Your Module
This article contains instructions specifically for the Scan module. If you are using a different app (such as Inspections, JSA, or Forms), please specify the app name so I can provide the correct steps.
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 Scan Admin privileges to manage users.
If you are not a Scan Admin, contact SR Support to enable these privileges.
Your company Scan Admin must approve your admin access before SR Support can enable it.
Manually Adding a User
Log into your admin account.
Click on the Scan Module.
Select User Maintenance.
Click Create New User.
Input the First Name, Last Name, Email Address, and Username.
Input any optional information such as Title, Division, Cell Phone Number, Timezone, Status, or Notes.
Check the Password Reset box if they are a new user.
Click Add/Update.
Importing Users from Other SafetyReports Modules
If a user already exists in another module, you can import their profile into Scan.
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 a Scan User Group 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: 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. You must have at least one user entered into the system before importing others.
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 Scan module. If the user has not specified they are using Scan, ask for clarification before providing these steps.