- Get started
- 2. Prepare your organization
- Manage your users (Part 3)
Manage your users (Part 3)
Learn how to add users to your SafetyCulture organization.
Users
Once you've determined who in your organization would need access to SafetyCulture, it's time to add them to the platform. Depending on their roles and core responsibilities, you should grant specific permission sets that will offer them a customized experience while allowing you to regulate which features they can use.
Add a user
Click your organization name on the lower-left corner of the page and select Users.
Click
Add users on the upper-right corner of the page.Enter the user's details. If your organization is on the Premium Plan or Enterprise Plan, select the user's seat type.
Click Next.
If you have the "Platform management: Permissions" permission, you can select the permission set you want to assign to the user. If required, you can also add the user to groups and sites.
Click Add users.
If you've set a password for the user, choose whether to notify the user with custom instruction messages or not in the pop-up window:
Don't notify users: The user won't receive an email.
Send password instructions via email: The user will receive an email about their account, including a custom message you can add.
If you didn't set a password for the user, they'll receive an email to activate their account and set a password.
Reviewing and maximizing your seats within the SafetyCulture platform is important as your organization grows and shifts. We recommend you read the following articles to learn more:
Group matrix
Groups are a great way to help you organize users and manage document access in bulk. Later down the line, you can use the Group matrix to effortlessly visualize the group memberships of each user and even assign them to groups collectively.
Bulk add and remove users via the group matrix
Click your organization name on the lower-left corner of the page and select Groups.
Click Group matrix on the upper-right of the page.
On this page, group names are laid out horizontally and usernames are listed vertically. Both in alphabetical order.
Add and remove users accordingly by checking and unchecking the users' boxes against respective groups. You can use the filter to narrow down the list or click on the user/group to bring their checkboxes into view.
Site matrix
If you're looking to add several users to multiple sites or levels, adding them as site members using the Site matrix is the most efficient way. It provides a comprehensive overview of all the sites in your organization, including which users are currently assigned to them.
What you'll need
"Platform management: Users" permission to manage site membership via user profiles
Bulk add members via the site matrix
Click your organization name on the lower-left corner of the page and select Sites.
Click Site matrix on the upper-right of the page.
On this page under each level's tab, site names are laid out horizontally and usernames are listed vertically. Both in alphabetical order.
Add or remove users accordingly by using the checkboxes against respective sites. You can use the filter to narrow down the list or click on the user or site to bring their checkboxes into view.
Changes are saved as you go.
← Previous article: Manage your users (Part 2) | Next article: Digitize checklists (Part 1) →
Was this page helpful?
Thank you for letting us know.