Who is this article for?

Administrators responsible for user management.

Administrator role is required.

The User Management section allows Administrators to add, edit, and maintain user records within your site. This includes managing access permissions, resetting passwords, and linking users to departments, groups, and other modules. Proper configuration ensures that the right people have the right access across your organisation.

This article pulls together best practices and Help resources you need to effectively manage users.

1. Best practices

To stay on top of your users:

• Review inactive accounts quarterly to keep your roster current.
• Maintain consistent naming conventions for departments and roles.
• For academic institutions, associate PIs with their lab rosters for accurate reporting.
• For construction or manufacturing, group users by site to simplify task assignments.

2. Resources

2.1. Users

• Creating a user
• Editing a user
• Requesting a password reset using local login

2.2. Permissions

• Overview of site roles
• Assigning a site role

2.3. Groups

• Adding users to a group
• Adding users to a group inspection roster

2.4. Maintenance

• Merging duplicate users
• Searching for a user