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Add New Users [Manually] - Solo Platform

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Daniel Martin
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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.

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

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.

Within this Video, you will learn:

  • Accessing the User Register.
  • Adding New Users.
  • Role Definitions. 

 

If you are unable to access the above video or for a printable/presentation version of its content, feel free to download the PDF file or PPT file. 

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Written process for the above video 

Prior to actioning this process, you will:

  • Have logged into Standalone Solo Platform.

 In this article you will learn about:

 

 

 

Access the user's register

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

Setup_Expand.png

  • Select Users from the available options

Users_1.png

Result: The Users register will display.

 

Setup_User_register.png

 

 

 

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. 

Add_new_user_Manual.png

 

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* and possibly Email* fields.
  • Enter the appropriate information.

First_name_-_Add_new_user_Manual.png

Last_name_-_Add_new_user_Manual.png

Phone___-_Add_new_user_Manual.png

 

  • Click on the Role field.

Role_-_Add_new_user_Manual.png

  • Select the Role type from the dropdown options:
  Worker Manager of Workers Admin Operations
Manager
Solo App Tick_check.png Tick_check.png Tick_check.png  Tick_check.png
Solo Platform menu:        
Live Cross.png  Blue_Tick_check.png   Cross.png  Tick_check.png
All Users  Cross.png  Blue_Tick_check.png   Cross.png    Tick_check.png 
Alerts  Cross.png  Blue_Tick_check.png   Cross.png   Tick_check.png
Setup - Users   Cross.png   Cross.png    Tick_check.png   Tick_check.png
Setup - Teams  Cross.png   Cross.png    Tick_check.png   Tick_check.png
Setup - Profiles  Cross.png   Cross.png    Tick_check.png   Tick_check.png
Setup - Zones 
  Cross.png   Cross.png    Tick_check.png    Tick_check.png 
Reports Cross.png Blue_Tick_check.png  Cross.png  Tick_check.png
Messages Cross.png Blue_Tick_check.png  Cross.png  Tick_check.png
         

Key:

Cross.png  No Access
Tick_check.png  Full Access
Blue_Tick_check.png  Limited Access - View team only
  • Click in the Email* field.
  • Enter the appropriate information.

Email_-_Add_new_user_Manual.png

Important Note: IF: Worker is selected as the Role*, Email will become an optional field.

 

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

Password_-_Add_new_user_Manual.png

 

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

  • Click Save.

                                       Save.png

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

 

 

[Optional Details Section]

 

  • If: Worker was selected in Role and you wish to stipulate an email address for the new user record.
  • Click in the email field.
  • Enter the appropriate information.

Email_-_Add_new_user_Manual.png

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

Division_-_Add_new_user_Manual.png

Job_Title_-_Add_new_user_Manual.png

 

  • 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.

Supervisor_-_Add_new_user_Manual.png

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

                                               Browse_button_-_Add_new_user_Manual.png

  • 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.

Team_-_Add_new_user_Manual.png

 

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.

                                       Save.png

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

 

 

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