04. User Management

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The End User is a trainee who is required to undergo a course on the SafeMetrix platform.

Navigate to the Users management panel on the left and click on the End Users from the menu. A list will appear with all the registered End User accounts. Use the Filter search bars to find the desired End User’s account by filling in one or more fields (Search, name, email, date created, user ID).

To select an existing End User, click on the desired name. The User info page will be displayed where the user information can be edited, if needed. Click on Update (grey button) at the bottom to save the changes or click on Delete (red button) to remove the entry. In case no actions are taken, click on Cancel (grey button).

*Note: If deleted, the End User will not be notified via email.

Create an End-User

To create a new End User, navigate to the Users management panel on the left and click on the End Users from the menu. Click on Create End User (red button) located at the top.

To complete all the User info, type in the fields and then click on Create (grey button).

Note: The fields marked with * are mandatory.

The account is created only for the Company’s internal usage and no email notification is sent to the End User.

Note: An email notification is sent to the End User with instructions on how to register the account, only when a course is assigned.

Note: The End User must register the account with the same email address that was used by the Company.

Add Multiple End Users

Multiple End Users can also be imported at once. Navigate to the Users management panel on the left and click on the End Users tab from the menu.

Firstly, ensure the right Company is selected (in case of multiple Company accounts) and choose the option to Download Template.

An excel file will be downloaded onto the computer. Enter the user’s data into each of the tables and save the file. The Company ID can be found in the Companies section on the menu on the left.

To upload the excel file in a “.csv” format, click on Choose File and then on the Upload button. You will be informed right away for the successful upload and the new End User(s) will appear on the company’s list.