Adding users one at a time
The first step to getting your account up and running is to add users. If you don’t have too many users to add, then the easiest way to do this is to just add them one at a time.
First, navigate to the Admin section using the Application Switcher.
From there, click on Users & Permissions and in the menu that appears, click Manage Users.
To add a new user, click on +New User on the right side. A text box will appear – type in their Name and click Create.
The final step is to fill in their details. Click on the user you just created to open up their profile. From there, click Edit User at the top. This will bring you to the below screen, where you can click on any field to edit it:
You want to fill out at least First name, Last name, and Full name, as the full name shows up on the certificate. You can also fill out any other fields you want to.
As soon as you click Create, the user will receive an email notifying them of their new account and asking them to create a password (unless you turned those notifications off).
If your user does not have an email address, no problem – just leave that field blank!
Once you’re done, click Save.
Uploading multiple users via CSV
- Gather the user info you want to upload in a spreadsheet
- Save it as a CSV
- Upload the sheet
- Match columns in SafetyNow to your spreadsheet
- Save the upload
We’ll go over these one at a time.
Creating Your Spreadsheet
Creating a user upload is very simple. There aren’t any complicated formats you need to know, or specific naming structures. At the bare minimum, all you need is a unique user ID and a name. However, you can also add as many custom columns as you want and make custom fields to fit that information. Here’s an example spreadsheet you can use to build off of. I’ve also pictured it below:
As you can see above, we’ve included email addresses for everyone, given everyone a “Unique ID,” or username, and included the custom field for “Team.” Please disregard the “Manager” column, as this is not applicable to CSV uploads.
You can also choose to leave out the unique ID and just use Email addresses as long as everyone has an email address.
Save this file you’ve created as a “CSV” file. That will allow you to upload it into SafetyNow.
To get started, we’ll need to get to the Manage Users screen.
First, navigate to the Admin section using the Application Switcher. From there, click on Users & Permissions and in the menu that appears, click Manage Users.
From here, click Add via CSV either through the admin panel or as pictured below:
This will bring you to a new screen. Click “choose a file” or just drag your CSV onto the window. That will upload the CSV and allow you to start matching columns to fields.
The first step is to drag the Login ID Key [1] to the field with your Usernames [2], or to the email field if everyone has an email. Just click and drag it to the top of the appropriate column.
Next, you’ll be asked to drag the Manager ID Key to the appropriate column. Please skip this step, by clicking the blue “Next” button in the upper right corner, or by clicking on the “3 Add Other Data Fields” button, as shown below.
Now it’s time to match the rest of the columns to the appropriate fields. For existing fields, simply drag the names over to the appropriate columns. It should end up looking something like this:
However, we don’t have anything for Team. That’s okay, we can just create a New Field! First, click New Field, then type in the appropriate name, and finally drag it over to the correct column, as seen below:
When you’re done, click on Finish in the upper right. That will bring you to a summary screen, which will show you how many users will be uploaded or modified, and any possible errors. You shouldn’t have any errors, however, so if you do, please contact us.
To finalize the upload, click Confirm.
And that’s it! Your users will be created, or modified if they already existed. If email notifications are turned on, each of them will also receive an email letting them know they have a new account.
