Users
A guide to the settings available under the Users menu.
This section provides an overview of manually adding users, editing user details, and various options available under the User menu.
1. Creating a New User
1. Click the Create New User button.
2. When the popup appears, enter the below information for a new user -
Field | Description | Examples | Requirement |
Prefix | Input prefix for the user if applicable | Mr., Miss, Mrs., Dr. | Optional |
First name | Input user's First name | Adam | Required |
Last name | Input user's Last name | Smith | Required |
Suffix | Input suffix for the user if applicable | Jr., Sr. | Optional |
Username | Input username or email address | adam. smith adam.smith@abc.com | Required |
NetID | This field is used as the matching attribute for SSO in some cases. | adam.smith@abc.com adam. smith | Optional |
Input user's email address | adam.smith@abc.com | Required | |
Employee ID/ User ID | Input user's Employee ID/ User ID | EID: N56019 | Optional |
Job Title | Input user's Job Title | Manager, Asst. Manager | Optional |
Phone | Input user's phone number | +1 4567891234 +91 7891234567 | Optional |
Role | Select user's role from the dropdown | Refer below for Roles available & their description | Required |
Department | Select the Dept. the user belongs to | Clinical Research, Biosafety, Engineering | Optional |
Supervisor | Select the user's supervisor | Sophie Hussein | Optional |
Status | Select applicable status | Active/ Inactive/ Archive | Required |
2. User Roles/ User Permissions
Access to the platform is driven by roles defined at the user level.
Role | Description |
General User | Limited access to the system pertinent to viewing ones' inspections & assigned corrective actions. View assigned training courses, open new Incidents, and view /edit Assets & Chemical Inventory based on access provided to the respective modules. |
Area Manager | May view department-wide inspections. |
Inspector | Conducts inspections, create & assign corrective actions, and reviews results. Access limitations may be applied. |
Administrator | Full access to the client-site system settings |
Note : An Inactive status prevents users from logging into the site, but they still appear on all Reports. An Archived status prohibits the user from logging in and removes their information from any future Reports too.
3. Searching for an existing User
To search for a specific user, input a value into one or more relevant filters below to narrow down your search. Once entered, select Apply Filters.
4. User Table View & Export settings
Update the page view settings by selecting the number of rows of user data you would like to display in the table.
The table may be exported using the " Export Users" button.
5. User details
Basic User details :
After a user is created, the user details may be edited by clicking on the pencil icon to edit basic user details.
Additional User details :
Settings | Description |
User Permits | Lists all the active Permits for the user |
Room List | Lists all the rooms the user is a member of OR can conduct Inspections on (Inspector role) |
Asset List | Lists all the Assets the User is assigned to OR can conduct Inspections on (Inspector role) |
Groups | Lists all the Groups the User is a member of OR can conduct Inspections on (Inspector role) |
User Inspection Permissions | Lists all the Inspection templates, locations, and inspectable elements for users to conduct inspections |
Training | Lists all the Training courses completed by the user |
Notes | Any specific notes for a User can be recorded here |
Personnel Roster | It lists the roster of the user if they are designated as a PI |
Note: The department field added under the "User creation menu" is used to associate a user with a department; It does not grant Inspection permissions. An Inspector must have additional Inspection access to inspect some or all the inspectable objects within the department.
Module-specific User details
Settings | Description |
Inventory owner | Lists inventory owned by the user |
Recent Inspections | Lists all the recent Inspections performed |
Recent Hazard Assessments | Lists all the recent Hazard Assessments performed |
Reset Password link
Reset the password for a user by clicking on the "password" icon. An email is sent to the registered email address of the user.
Merge contacts
You may merge duplicate contacts using the Merge option under User details.
User ID is seen when you click on the pencil icon under User details or click on Merge next to a User.
You can then Merge two contacts by inserting the User ID for the contact you would like to keep and the one you would like to delete.
Last updated
