How do I add/manage Safety Cloud® Dashboard users?

Problem: You would like to add users who can access the Safety Cloud dashboard, or you need to manage existing users but need help figuring out how to do this.

Note: You must be an Admin on the account to perform these functions.

Solution:

  1. Login to your Safety Cloud Dashboard
  2. Click the ⚙️ icon in the top right of the dashboard
  3. Click the 'Manage' button to the right of Manage Accounts & Users
  4. Click the 'Users' button found on the left pane

Add a User

  1. Click the '+ ADD NEW USER' button
  2. Enter the required information
  3. Choose a Role based on the table found above the Save button
    1. V = View Only
    2. V + E = View and Edit
  4. Click Save

Manage Users

  1. Locate the User in the user list
  2. Click the orange 'EDIT' button to the right of the user
  3. Update the appropriate information
  4. Click Save

Delete Users

  1. Locate the User in the user list
  2. Click the 🗑️ icon to the right of the user

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