Add users to a Safety Round

The content of this article

• Add administrators

• Add contractors

Add administrators

Purpose

Add administrators to your security round list.

Background

You can assign different rights to Administrators:

Administrator - Can edit everything as well as add users.
Registration coordinator - Can create and submit safety rounds.
Observer - Can only see safety rounds.

How to

1. Open your safety round list
2. Go to the "Users" menu
3. Click "Add User" under "Administrators"
4. Select role
5. Enter name, email and select language
6. Click "Search"
7. Select the user in the overview and click "OK" - If a user does not appear, you can send an invitation.

Add contractors

Purpose

Add contractors to your safety round list.

Background

Add contractors to your safety round list to submit tasks to them. Once added, they will also receive all safety round reports when you submit a safety round.

How to

Add a contractor

1. Open your safety round list
2. Go to the "Users" menu
3. Click "Add"
4. Enter name, email and select language
5. Click "Search"
6. Select the user in the overview and click "OK" - If a user does not appear, you can send an invitation.

Assign a trade to a contractor 

1. Open your safety round list
2. Go to the "Users" menu
3. Click on a contractor
4. Click "Edit"
5. Select the trades in the dropdown menu
6. Click "OK"