Please see the steps below to add a user to each module. If the user is only added to one of the modules please make sure to follow the steps listed under that module. Please note there is an import feature for adding users to the system. *See below for special instructions on this.
Reminder: this can only be done from the Admin side.
Training
Log into your admin account
Click on the Training Module
Select Manage employees
Click Create New Training Employee
Select their user type
Attendee - They will not get a login, but they will be added as an attendee for trainings.
Trainer - They will get a login and password reset option.
Input all required information:
First Name
Last Name
Email Address
Input optional information:
Title
Division
Cell Phone Number
Timezone
Status
Hire Date
Notes
For an attendee:
Employee groups can be used to help organize the overall list of employees that you have in the system. Having the employees in a group(s) would make it easier to find a given employee(s).Common groups that are set up are location and/or job title(s)
Once you have trainings in the system you can assign a Trainer specific Required Trainings
If it’s just an attendee, please click Add at the bottom of the screen to add them in. If it is a trainer see the next step.
For a Trainer:
You can select whether they Can Start New Trainings? By leaving this box checked or unchecking it
You can also assign them to a specific User Group (if applicable)
After this is completed you can check the box next to Send Password Reset Email on Add/Update
Once you have trainings in the system you can assign a Trainer specific Required Trainings
Click Add/Update
*Once you have added a user to any of the modules you will have the ability to import them from that module to most of the other modules. (Inspections is excluded)
To do that you will:
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 their name
Click the Import selected users button
Additionally you may import users from a CSV file.
To do that you will:
Click the Import Users Tab
Check the import from CSV option
You have the option to add them to a group by selecting Training User Group
Click the choose file button to upload a CSV
Please note: The users can be imported from a comma separated list (CSV).
All CSV files must contain a first, last name, and email. You can optionally include address, city, state, title, company, name, work phone and cell phone.
Click upload once you have the file selected.
Note: You must have at least one user entered into the system before importing others.
*If this user is new to the system please make sure to go back to the User profiles and send them a password reset for any module that they are added to.
If a user already exists in the system and they are imported from another module, their password will carry over to any module they are added to.
Author: Sarah Arnold