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Morgan Elliott

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Activity overview

Latest activity by Morgan Elliott
  • Morgan Elliott created an article,

    How to send training to a user without email or computer access

    An email address is required because training and background check links are sent to users via email. For users without an email address, use this workaround: When adding the user, enter your emai...

    • 1 follower
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  • Morgan Elliott created an article,

    How to edit email notification preferences

    Administrators can edit their email preferences to receive certain types of email notifications. To edit email preferences: Click Manage Users on the left-hand toolbar. Search the name of the admi...

    • Edited
    • 1 follower
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  • Morgan Elliott created an article,

    How to add notes to a user's profile

    The Notes section within the user profile is a great way to include any additional pieces of information your organization wants to track. To add notes to a user’s profile: Click Manage Users on t...

    • 1 follower
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  • Morgan Elliott created an article,

    How to remove users

    Users cannot be deleted for record-keeping purposes; read more about that here. However, users may be marked inactive. Inactive users will not appear on the main Manage Users page, cannot log into ...

    • Edited
    • 1 follower
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  • Morgan Elliott created an article,

    How to edit a supervisor's permissions

    Click Manage Users on the left-hand toolbar. Search the name of the supervisor whose permissions you’d like to customize. Click the edit icon to the left of the supervisor’s name. Scroll under r...

    • 1 follower
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  • Morgan Elliott created an article,

    How to batch upload users

    If you have more than 40 users, we recommend utilizing the batch import process to upload a group of users at one time. To complete a batch import: View the import instructions attached below.  Do...

    • Edited
    • 1 follower
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  • Morgan Elliott created an article,

    How to add another administrator

    An organization may have an unlimited number of users and administrators in the Control Panel. To change an existing user to an administrator: Click Manage Users on the left-hand toolbar. Search...

    • Edited
    • 1 follower
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  • Morgan Elliott created an article,

    How to add users

    There are three ways to add users to the Control Panel. Users must be added before they can be assigned trainings or background checks. If you have less than 40 users, add them individually. Click...

    • Edited
    • 1 follower
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  • Morgan Elliott created an article,

    How to edit user information

    Click Manage Users on the left-hand toolbar, then click the edit icon to the left of the user’s name. Can’t see this icon? Supervisors cannot edit user’s information by default, so an SSA must giv...

    • Edited
    • 1 follower
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  • Morgan Elliott created an article,

    About roles

    Role delineates the level of administrative access a user has within the Control Panel. There is no limit to how many users may exist in each category. SSA (Safety System Administrator) has the hi...

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    • 1 follower
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