Add New Users [Manually] - Solo Platform

Overview

The Setup: Users area within Solo Platform provides access to the Users Register and to the functionalities of Add New User [Manual & Bulk Import] / View / Edit / Delete and Create a Token for Users Solo app access.

The section is only Visible to Solo Platform Operations Managers and Administrators.

Note: If your system is part of the Vault Enterprise product suite - these functions are actioned directly in Vault Enterprise using existing processes not shown in this article and pull across to Solo Platform.

Prior to actioning this process, you will:

• Have logged into Standalone Solo Platform.

 In this article you will learn about:

• Accessing the User Register.
• Adding a New User.
• Add New user Mandatory Information
• Add New user Optional Information

 

 

 

Access the user's register

• From the Solo menu.
• Expand the Setup section of the menu.

• Select Users from the available options

Result: The Users register will display.

 

 

 

 

Add a User [Manually]

Adding a user is the process of registering a User for the appropriate level access within Solo Platform / Mobile App / Wearable.   

 

• From the Users register.
• Click on Add New User.

Result: The Add New User form will display. 

 

The Add New User form is made up of two parts:

1. The Mandatory User Information - Minimum mandatory information used to register a user.
2. The Optional Details section - Positional / Profile details to further define a user. 

 

 

[Mandatory User Information]

 

• In turn Click in the First Name* / Last Name* / Phone* / Role* fields.
• Enter the appropriate information.

 

• Click on the Role field.

• Select the Role type from the dropdown options:

	Worker	Manager of Workers	Admin	Operations Manager
Solo App
Solo Platform menu:
Live
All Users
Alerts
Setup - Users
Setup - Teams
Setup - Profiles
Setup - Zones

Key:

	No Access
	Full Access
	Limited Access - View team only

 

• Click on the Password field.
• Enter the required password for the user.

 

IF: Further Positional / Profile details are NOT required for the user.

• Click Save.

                                       

Result: The User will be added and the User Register will re-display.

 

IF: Further Positional / Profile details ARE required for the user.

• Click the  to expand the Optional Details Section of the form.
• Proceed to the Optional Details steps of this process.

 

 

[Optional Details Section]

 

• If: you wish to stipulate an email address, division or job title for the new user record.
• Click in the email / Division / Job Title fields.
• Enter the appropriate information.

 

• If: you wish to add a Supervisor for the new user from the user register.
• Click in the Supervisor fields.
• Either: 
  • Enter the Supervisor name in the field.
  • And Click / Select the appropriate person from the list.
    OR
  • Scroll the list that displays.
  • And Click / Select the appropriate person from the list.

• If: you wish to add a profile photo to the new user record.
• Click in the Browse button in the Supervisor field.

                                               

• Then proceed to locate the profile photo image from the required drive.

 

• If: you wish to add the new user to an existing Team within Solo.
• Click in the Team field.
• Either: 
  • Enter the required Team(s) name in the field.
  • And Click / Select the appropriate Team(s) from the list.
    OR
  • Scroll the list that displays.
  • And Click / Select the appropriate Team(s) from the list.

 

Important Note: If the team required does not exist - Once you have completed the rest of this process, you will need to Add Team and ensure that this and all other required users are added during that process.

 

• Once all required Optional Information has been entered.
• Click Save.

                                       

Result: The User will be added and the User Register will re-display.