Before You Begin
If the user profile previously existed, contact SR Support to reactivate the profile rather than creating a new one.
You must be an Inspections Admin to proceed; if you are not, contact SR Support to enable your administrator privileges.
Your company Inspections Admin must approve your admin access prior to SR Support enablement.
You must have at least one user entered into the system before importing others.
Manually Adding a User
Log into your admin account.
Click on the Inspections module.
Select User profiles.
Click Create New User, Create Full-User, or Create New Training Employee.
Input the First Name, Last Name, Username (email address recommended), and Email Address.
Input optional information including Company Name, Address, and Home, Work, or Cell Phone Number.
Select at least one inspection checklist under User Inspection Checklists.
Check the Send Password Reset Email on Add/Update box if they are new to the system.
Click add or update.
Importing Users from Other SafetyReports Modules
For Inspections, users from other modules must be added by importing them via a .CSV file.
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.
Select either a full user or a sub user based on your license.
Select the checklist(s) the user needs and ensure the default checklist matches at least one selection.
Click the choose file button to upload a CSV.
Note on CSV Requirements: You must have at least one user entered into the system before importing others. 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.
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.
Service Info: You cannot update the User Service Info section; it will automatically reflect the company contract dates once the user is added.
Note for Fin: This article only applies to the Inspections module. If the user has not specified they are using Inspections, ask for clarification before providing these steps.
Important: Verify Your Module
This article contains instructions specifically for the Inspections 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 for that module.