Add a New User

Add a Single User

To add a single user, follow these steps:

1. Go to the Manage Users page.

2. In the top right corner of the page, click the Add User button.

3. In the "Email" field, enter the email address of the user you wish to add.

4. Once you’ve entered the email, press Tab on your keyboard or click outside the email field. 
   
   

   Email is Available to Use
   If the email address is not already in the system, a green checkmark will appear, indicating that the email is available for use.  You can then proceed to enter the user's information to create their profile.
   Email Exists, But No Matching Active Membership Type
   If the email is already in the database but does not have an active membership that matches the type you're adding (e.g., EHS Hero, HR Hero), you will have the option to link the user to your membership with their existing data. Click Link User to associate them with your membership and continue setting up their access controls.
   Email Exists with Matching Active Membership Type
   If the email is already in the database and has an active membership that matches the one you're trying to assign, a message will inform you that you cannot add the user with that email address.  If you believe this is an error or need further assistance, please contact the user or your representative for clarification.

   
   
   

5. Complete User Addition: After entering and confirming the email, proceed with filling out the remaining required user information.

   1. Click Save & Stay to create the user account and remain on the current page, allowing you to enter any Custom User fields you may have set up previously.

   2. Click Save & Exit to create the user account and return to the Manage Users page.
      
      

Import Users in Bulk

If you need to add multiple users at once, follow these steps:

1. Go to the Manage Users page.

2. In the top right corner of the page, click the ellipsis (three dots) and select Import.

3. Download the template and enter the required information for each user, following the instructions displayed on the screen.
   

4. Save the template to your computer and click the folder or drag and drop the file into the modal. 

5. After the file is uploaded, follow any errors that may present on the screen.

Viewing Active Users

User Profile Data

The Manage Users page will show specific information captured for each user in your membership, including standard user profile data fields such as:

User Status

There are 3 statuses you will encounter when creating and linking new users. 

	An Active status signifies that the user has accepted a membership invitation from an admin, set their password, and is authorized to log into the membership. You can send a password reset email to the user at any time by clicking the ellipsis (three dots) menu.
	A Reset Pass Sent status means that the user has been sent a password reset email by their admin, but the reset process is pending the user’s acknowledgment. You can send a password reset email to the user at any time by clicking the ellipsis (three dots) menu.	What to do if the child user doesn’t acknowledge the email: Verify that the email address is correct. Ask the user to check their spam or junk folder for the email. If necessary, resend the password reset email. Ensure the user has clear instructions on how to complete the reset process.
	An Invite Pending status indicates that a user has been sent an invitation to join the membership by an admin, but they have not yet accepted it. This typically means the user needs to check their email, open the invitation link, and complete any required steps, such as accepting the invitation or creating a password. You can send another invite email to the user at any time by clicking the ellipsis (three dots) menu.

Last Login Date and Created At: Key Differences 

• Last Login Date refers to the most recent date and time a user successfully logged into the membership. It’s dynamic and updates with each new login.
• Created At refers to the date and time when the user account was originally created in the system. It’s static and remains unchanged.