Align Platform

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.

- Attendee - They will not get a login, but they will be added as an attendee for JSA. 
- Author - They will get a login and password reset option and the ability to create a JSA

- All required information: 
 - First Name
 - Last Name 
 - Email Address 
- All optional information: 
 - Title
 - Division
 - Cell Phone Number 
 - Timezone
 - Status
 - Notes

- all required information: 
 - First Name
 - Last Name 
 - Email Address 
- Input optional information: 
 - Title
 - Division
 - Cell Phone Number 
 - Timezone
 - Status
 - Notes
- Before clicking add/update check the Password Reset box

- After you add them to the system they will get a password reset 

1. Log into your admin account 
2. Click on the JSA Module
3. Select JSA User Maint 
4. Click Create New User
5. Select their user type 
 - Attendee - They will not get a login, but they will be added as an attendee for JSA. 
 - Author - They will get a login and password reset option and the ability to create a JSA
6. For an Attendee input:
 - All required information: 
 - First Name
 - Last Name 
 - Email Address 
 - All optional information: 
 - Title
 - Division
 - Cell Phone Number 
 - Timezone
 - Status
 - Notes
7. For an Author input: 
 - all required information: 
 - First Name
 - Last Name 
 - Email Address 
 - Input optional information: 
 - Title
 - Division
 - Cell Phone Number 
 - Timezone
 - Status
 - Notes
 - Before clicking add/update check the Password Reset box 
8. Click Add/Update
 - After you add them to the system they will get a password reset

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*Once you have added a user to any of the modules you will have the ability to import them from that module to any of the other modules.

Select the module you want to add them to

Click User profiles, User maintenance, or Manage employees

Select the circle next to Import from Safety Reports

Click the Import selected users button

1. Select the module you want to add them to
2. Click User profiles, User maintenance, or Manage employees 
3. Click import users
4. Select the circle next to Import from Safety Reports
5. Check the box next to their name 
6. Click the Import selected users button

Additionally you may import users from a CSV file. 

Check the import from CSV option

You have the option to add them to a group by selecting JSA 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.

1. Click the Import Users Tab 
2. Check the import from CSV option 
3. You have the option to add them to a group by selecting JSA User Group
4. 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.
5. 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.