Managing Users

After you have added facilities, the next step of onboarding is adding users to your organization. You can add users to the system by navigating to the My Organization page.  Once invited, the new user will receive a welcome email. Once they have provisioned their account, they will be an active member of your organization. When adding users you can assign user roles and facility level access.  A users roles apply to them at all facilities they have access to. User Roles are additive, meaning you can assign a user to multiple roles to ensure they have the permissions necessary to perform their daily tasks. When Adding a user- just select the actions you'd like them to perform. You can also use the suggested sets of roles for  "Manager" and "Normal User". 

Some users may require access to personally identifiable information (PII) or other sensitive details related to workplace incidents in order to carry out their responsibilities. To safeguard the privacy of individuals involved, two additional access levels are available:

• Manage Reporting and PII – Grants access to personally identifiable information within incident records for reporting and compliance purposes, including data that may be required for OSHA or other regulatory reporting.

• View Privacy Cases – Allows users to view incidents designated as private due to their sensitive nature (e.g., cases involving confidential medical or personnel information).

Note: Even Global Administrators must be explicitly granted these roles to view or manage sensitive information.

On the User screen you can also resend an invite, reset a password, edit, and delete Users. 

If you are onboarding, the next step after adding users is to review Groups and Items. 

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