User Management

Modified on Thu, 25 Apr at 2:56 PM

For accounts with multiple users, the administrator of the account will have access to the User Management page. The User Management page will allow the administrator to view the users’ information and manage what components of the site the users’ have access to, along with their Custom Widget settings.

Permission Tiers :

1. Click Add New Tier

2. Enter the tier name and UNCHECK the items you want to exclude from the user's view.

3. Click Save - you will see all of your saved tiers on the main tier page.

There are two places you can assign tiers to a user:

4. When creating or editing a user, click the Permission Tier Drop Down to select the appropriate tier.

5. Within the main user list, click the Permission Tier drop down to select the appropriate tier.

Main User Management Page

The User Management page will show the following:

Membership Details
Active user list
- Enter a keyword in the Search field to search for a specific user
- If Permission Tiers are set up, select the permission tier you want to assign to that user. (see the Permission Tier section for more details)
- Click Edit to edit details attached to an existing user
ADD NEW USER - See Add / Edit an Additional User section for details on how to add a new user.
REMOVE USER(S) - Select the check box next to the user(s) you want to remove/deactivate and click REMOVE USER(S)

Add/Edit Additional User

Click ADD NEW USER on the Main User Management Page
Enter all the user details. The user's email address will default as their username.

Internal Admin Preferences

Custom Widgets - Checking this box will allow your users to create their own custom widgets. (The widgets that additional users create will only show on their own dashboard/tools page)
User Management - Check this box if you want the additional user to create and manage other additional users. This setting will give the additional user access to the User Management page.
If permission tiers are set up for your users, select a permission tier for that user.
If you are not using a permission tier, select the components of EHS Hero that you want the user to have access to.
Choose where you want users to be able to see custom widgets.
- For example: If you only want a user to see custom widgets on the Home Page, deselect Show Custom widgets on the Tools page and make sure Show Custom widget on Home page is selected.