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.

Add Required individual user details:

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

If they are a new user, before clicking add/update check the Password Reset box

1. Log into your admin account 
2. Click on the Observations Module
3. Select User Maintenance
4. Click Create New User
5. Add Required individual user details:
 - All required information: 
 - First Name
 - Last Name 
 - Email Address 
 - Username
 - All optional information: 
 - Title
 - Division
 - Cell Phone Number 
 - Timezone
 - Status
 - Notes
6. If they are a new user, before clicking add/update check the Password Reset box 
7. Click Add/Update

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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 Observation 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 Observation 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, their password will carry over to any module they are added to.