Creating users allows you to add staff to your user list, which provides them with login details to the service (username and password), which is emailed to them automatically after creation. Below we have explained how to create users manually (below), which may be useful if you only have a small number to add, or how to import them if you have a large number of users to add.
| Below we have explained how to create user accounts, and a video tutorial is also available at the bottom. |
Creating Users Manually
To create a user manually, navigate to Admin > Users > User > User List > then click Create User.
Next, click the 'Link user to an existing Staff Member' toggle to switch it on, if you want to link this user to an existing staff member in your Staff List. If enabled, an additional dropdown appears allowing you to select their name. This will populate the First Name, Last Name and Initials fields for you.
If you leave this switched off, you can proceed to enter the staff details manually. If a user is not linked to a member of staff, they will not be able to view any records created on themselves. You can link them later if necessary.
| If users should have access to further records other than their own, this can be done via their Permissions. Check out this guide for more information - Setting Up Permissions (Admin) |
Next, select the appropriate User Group, enter the email address and click Create.
Importing Users
To import a user file, navigate to Admin > Users > User > then click the User Import tab. You will need to create an Excel file containing 4 columns: User First Name, User Last Name, User Initials and User Email. It is essential that the columns are in this exact order, as is shown in the Import Format Example on this page. This file cannot contain blanks and must be saved as CSV (MS DOS) format.
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Before any users are imported, you must check with your IT department to make sure that the bulk/spam filter can receive emails from addresses ending in: '@sisra.com’. |
Click Choose File, select the file for import then click Import.
Observe will perform a File Health Check to determine if there are any issues. If there are issues flagged, click Cancel the Import, correct the issues and reimport the file. If there are no issues, click Continue to
Manage Users.
Then, check if each user has the correct details listed. If appropriate, edit the User Group and link them to an existing member of staff.
Users linked to staff members are able to view records against that staff member, so this must be completed accurately.
When you have finished, click Continue to Summary. If you need to reset the member of staff a user
is linked to, place a tick in the 'Reset Link' box, then click Return to Manage Selected Users.
If no changes are required, this button will appear as Confirm.
Video Tutorial
Thanks for reading!
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