Overview: Compliance allows general managers to manage users associated with a location so that they can ensure their team have correct access to the right Compliance systems.
Start from: The Compliance overview.
- If you manage multiple locations, select a Location.
- Navigate to My Location > People.
On the People page, you’ll find a grid displaying all individuals associated with the selected location. From here, you can perform the following actions:
View User Details
The grid includes the following information for each user:
- Name: Displays the user's registered name.
- Email: Shows the user’s registered email.
- Last Login Date: Indicates the most recent login, not the last activity.
- User Profile: Displays the type of profile assigned to the user.
- Departments: Lists the department(s) the user is assigned to.
Filter and Search Users
- Filters: By default, the grid shows Active users, but you can change the filter to display All users or Deactivated users.
- Search: Use the search bar to quickly locate specific users by name or email.
Add Users
Select + Add New User.
- Alternatively, create a user with similar properties to an existing one by selecting the Copy button next to the relevant user’s entry.
Complete the new user’s details, including:
- Credentials
- Personal information (e.g., profile picture)
- Profiles, departments, notifications, modules, forms, and areas/checklists
Notes: Required fields are marked in red with a “This field is required” message. An error message will appear if mandatory fields are incomplete.
When all fields are correctly filled, select Save to create the user.
For detailed guidance, see Add, change and remove users (web).
Edit Users
- Select the Edit button next to the user’s entry.
- Update any necessary information within the user’s profile.
- Select Save to confirm the changes.
Activate, Deactivate, and Delete Users
- To activate or deactivate a user, select the Activate/Deactivate button next to their entry.
- To delete a user, deactivate them first, then select the Delete button.
Export the User’s List
- Select the XLSX button at the top of the grid.
- Once processing is complete, select Download.
- The exported Excel file will include all visible user details from the list.