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Managing users in HSEQ Reports

    • When logged in to the system you can control parts of the content that is shown in the app and case management system
      • It is only the system administrator who can do this
    • The first screen you will see is “Status Quo”. This shows status for the company on essential parts of HSE- and QA reporting.
      • This depends on your user rights in the system. If you have “less” rights you will only see a button for registering a new report or only table overview with all reports
    • On the left side of the screen you will see the main menu – click on “HSEQ Editor”
    • You will now enter the main screen for the editor that shows the overview of all quick reports and checklists that are available. The menu for controlling auto-email and users are also shown
    • Click on “Admin”
    • Choose “Control users”
      • All customers are defined with pre-defined common users / groups that can be applied if individual users are not defined
    • Press “New user” to create a new, individual user account
    • Enter the desired details about the user
      • Note that defined usernames cannot be changed later
      • See details about the different types further down
    • Save when done
      • Individual users will use the same credentials both in web-system and app.
    • Edit and delete of users is done directly from the main screen for user control. Click on the action buttons to do the desired action
      • Changing passwords on the different accounts can be done from here

     

    Access / rightsRole
    Admin (all rights)Admin (cannot be created)
    Case worker (everything except delete)Editor
    Case worker + settingsEditor+
    Case worker, cannot change reg.partEditor (edit bottom section)
    Case worker, cannot close reportDealer
    Only create and edit reportUser
    As user, but see detailsUser + read