Admin is where the Administrator manages their company users and their subscription plan, sites, departments and categories. (NOTE: You need permissions to see this function)
Please ensure every user has a unique email address, you can NOT use the same email address for more than one admin user or contractor, each user must have a unique email address. The only exception to this is Trainees, who are issued System ID numbers to login.
(SUGGESTION: If an Admin User email is needed for a contractor and Admin, we suggest your IT Department create a new email address, similar to the existing one, and put a forward on the email to the original email address).
STEP BY STEP:
- To create a New Admin User – Go to the Tools on the side menu.
- Click on Admin
- Above the User table – Click on Add New User button.
- Enter the user’s information and select the permission level.
CONTRACTOR MODULE
| Permission Levels | Permissions |
| Viewer | Can view all contractors and suppliers and run reports |
| Viewer Plus | In the Contractor module this user type has the same permissions as Viewer |
| Editor | Can view, edit and add new contractors and suppliers, and run reports |
| Editor Plus | Can view, edit & add new contractors & supplier, can approve contractors and run reports |
| Admin | Can manage contractors and suppliers, approve contractors, run reports and manage users |
| Super Admin | Full permissions including editing plans and Credit Cards. |
LEARNING MODULE
| Permission Levels | Permissions |
| Viewer | Can view all Trainees and Courses, and run reports |
| Viewer Plus | Can add, view and edit Trainees, and allocate courses to Trainees. Can view Courses and run reports |
| Editor | In the LMS module this user type has the same permissions as Viewer Plus |
| Editor Plus | In the LMS module this user type has the same permissions as Viewer Plus |
| Admin | Can manage Trainees and Courses, run reports and manage users |
| Super Admin | Full permissions including editing plans and Credit Cards. |
You can then assign Sites, Departments and Positions to the user. Click on Not Assigned to View the options available. The user will only be able to access and view the contractors that match those assignments.