Navigate to the admins profile page via the top right corner of the webpage, where the users username appears. Click the arrow and select “My Profile”. On the profile page click “Emails” on the left menu bar. Click “Customise Submission Alert Email” under “Change the content of emails sent from…

To update the content of the invitation email: Navigate to the admins profile page via the top right corner of the webpage, where the users username appears. Click the arrow and select “My Profile”. On the profile page click “Emails” on the left menu bar. Click “Customise Invite Email” under…

This area of “System administration” enables the user to modify the content of emails communicated from the system,  the user needs to have an Admin role to make these changes. Modifying Subject Lines The admin user can initially set the subject lines of all emails communicated from the system by:…

Users in the system should be associated to their relevant Assets.  This will allow scheduling and conducting assessments, as well as traceability reporting. Creating these associations will enable the system to restrict access to Templates and Reports based on what Asset they are assigned to and conducted against Per User…

A user’s role and permissions can be modified by: Navigating to “Users” on the main menu. Search for a user. Click on “Actions” > “Manage” from the drop down at the end of the row. On the user’s profile page there is a “User Role” option.  Click on the drop…

An invited user should receive an invitation email, as shown below. Click “Accept Invite”. Accepting the invite navigates the user to a page where the user is  prompted for a password. The user should fill this in and login to the portal with this and their registered email address. The…

To invite a user the organisation admin should: Login to the system with their new credentials ( username/ email and password). Navigate to “Manage” > “Users” Click “Invite User by email” and fill in the user’s : Email Firstname Lastname Role – this is key for limiting the user’s access…

There are two ways to add a new user to the system, provided the organisation has been registered and there’s a global administrator. Manually adding a user: Click “Add New User” inside the user list area of the portal. Fill in the form fields. Choose what assessment notifications the user…

To manage users in the system click on “Manage” > “Users” on the main menu bar.  From here you can: Change Users Name. Change Users username and email. Reset Password for user. Change Role. Change Timezone. Set User Alert Preferences. Set Signature. Set Site and Department Access.

The user timezone attribute is key to ensuring the users schedules / assessments and reminders are all set up and communicated to them at the right times. To set or adjust a user’s timezone: Go to the Manage/Users page. Click on “Actions” > “Manage” from the drop down at the…