The Users Administration page is where all user accounts within the PIMS Safety application are managed. This page displays a comprehensive list of users along with key details for each account, including the user’s First and Last Name, Email Address, Company, User Role, Default Site, Primary Phone Number, Time Zone, the user who they were Created By, the date the account was Created On, and whether the account is currently Active in the Database. From this page, administrators can review user information, open a user’s details page for further actions, and ensure that account records remain accurate and up to date.
Administrators can also add new users from this page, apply filters to narrow the list, or export the data to Excel using the Export to Excel located in the top right-hand corner of the page. This functionality ensures user information is accurate, well-organized, and easily accessible for ongoing management.
To open the Users Administration page - on the left-hand navigation menu, select Administration, then select
Users.
Each user on the list can be clicked to open its details page, where additional information is available. User information can be edited from the details page and the user can also be deleted.
Each user’s details page has the following tabs:
Details
After clicking on a user from the Users Administration page, their details page displays with all of the user’s information. User details can be edited from this page and users can de deleted, if desired.
🔍 To learn how to add a new user, edit an existing user's details, or delete a user, read the How to add, edit, or delete a user article.
Sites
The Sites tab within a user’s details displays all of the sites they are associated with. Additional sites can be associated to the selected user from this page.
🔍 To learn how to associated a user to a site, read the How to grant a user access to a Site article.
Roles/Rights
The Roles/Rights tab within a user’s details holds all of the custom settings for what pages and data the user has access to throughout the application.
🔍 To learn how to set roles/rights settings for a user, read the How to customize a user’s access to pages & data within the application article.
🔍 To learn how to change a user's role, read the How to change a user's Role article.
Notifications
The Notifications tab within a user’s details displays their notification settings, allowing customizations to be made for what the user receives notifications for throughout the application.
🔍 To learn how to set a user’s notification settings, read the How to edit a user’s notification settings article.
Invite Details
The Invite Details tab within a user’s details details displays a dated record of when the email invitation to create their account was sent and what user it was sent by.
❗If an invitation email has not yet been sent to a user, there will be a Send Invite button on this page.
🔍 To learn how to view a user’s invite details, read the How to check if a user has received an email invitation to PIMS Safety article.
Comments
0 comments
Please sign in to leave a comment.