Users Administration Overview
Effective user management is key to ensuring that your EHS platform remains secure and efficient. In this section, you’ll learn how to add new users, edit their details, and maintain accurate records. Whether it’s setting minimum requirements or inactivating users, following these steps will help you keep the platform running smoothly with up-to-date user information.
Adding a User
1. Go to Admin > Personnel > Create User.
2. Enter the required user details, including:
- Display Name: The name that will display in the user list.
- Username: The unique identifier for the user; this must be an email address.
- Password: A secure password that must be a minimum of 8 characters, including at least one uppercase letter and 1 special character.
3. Enter optional information, if needed, including:
- First Name and Last Name, for quick search functionality.
- Email Address: To enable users to receive password reset emails and notifications.
- To add employee info, use the Employee Information option from the left menu.
- You can view updates in the Audit Trail section.
4. After entering the user’s details, you have three options to save:
- Save and New: Save the profile and immediately start creating a new one.
- Save (from the options menu): Save the profile and remain on the same screen.
- Save and Exit (from the options menu): Save the profile and return to the Dashboard.
Note:
Users will automatically be assigned the General User role once saved. You will also need to provide the information to the user since the platform does not notify an individual when a profile has been created for them.
Editing User Information
1. Go to Admin > Personnel > Find Users.
2. Select the user’s Display Name to view their profile.
3. Make your changes.
Note:
Users, including Global Administrators, cannot change their own username. To change a username for yourself, contact another user in your company who has the role of Global or System Administrator access to make the change.
4. Select Save to apply the changes.
Inactivating a User
Inactivate a user to disable their access, as users cannot be deleted from the platform.
- Go to Admin > Personnel > Find Users.
- Select the user’s Display Name to view their profile.
- Select the options menu in the blue bar at the top right of the page, and then select Make Inactive.
Best Practices
- Use strong passwords: Ensure all users create passwords with at least 8 characters, including one uppercase letter and one special character. Encourage regular password updates.
- Inactivate users promptly: When a user no longer needs access (e.g., upon leaving the company), inactivate their account quickly to maintain system security.
- Monitor audit trails: Regularly review the platform’s audit trail to track any changes made to user profiles or permissions.
Frequently Asked Questions (FAQs)
Can I delete a user from the platform?
No, you cannot delete users. You can only inactivate them to disable access.
Can users change their own username?
No, users, including Global Administrators, cannot change their own username. Contact a Global or System Administrator for assistance.
