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.

Data Manager > Users

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 -

User creation menu

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 [e-mail]	Required
NetID	This field is used as the matching attribute for SSO in some cases.	[e-mail] adam. smith	Optional
Email	Input user's email address	[e-mail]	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 [phone]	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.

User search

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.

User list view & export options

5. User details

Data Manager > Users > Details   

User detail options

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.

User edit settings

Additional User details :

User details menu

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

Data Manager > Users > Password

Reset the password for a user by clicking on the "password" icon. An email is sent to the registered email address of the user.

User password rest link

Password Reset Link

Reset password sample email template

Merge contacts

Data Manager > Users > Merge 

You may merge duplicate contacts using the Merge option under User details.

Merge option seen 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.

User ID is seen when you click Merge

User ID is seen under the User details tab

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.

Merging a contact