How Do I Set Up an Administrator on the System?
The Administrators module provides access to the system at various levels, controlled by specific access rights. When setting up administrator users, the appropriate access level must be selected to ensure they can only view or manage the data they require or are authorised to access.
An Administrator has many responsibilities such as:
- Adding entities to the system.
- Ensuring compliance.
- Implementing procedures.
- Performing risk assessments.
- Documenting incidents.
- Ensuring a safe working environment.
This article includes step-by-step instructions on how to add an Administrator.
- On the left side menu, click Administrators.
- Click +New Administrator.
- Enter the First and Last name, Email Address, Position, and Staff Number.
- Choose the Role from the dropdown options.
- Tick the box(es) if the administrator has an authorised vehicle and/or if they are the area owner.
This is required before you can add an Administrator:
- Set up Employee Roles
- Set up Locations
- Set up Projects
- Set up Sectors
- Set up Stores
- Set up Notifications
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. first name, email and role.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. last name, position and staff number.