Add a User

Only individuals with Admin or Admin (No Payroll) roles can use the Users module in the Administrative Functions to configure users for access to your organization's account.

Users are individuals that need to enter/edit data on the mobile app or desktop console. Users must also be added to your Employee Inventory, if you would like to assign them to Teams.

To add a new user

  1. In the Users module, in the search box at the top of the screen, type either the individual's first or last name to check if they already have a username.

    If they have a username and require a password reset, see Reset a User Password.

  2. Click New in the top left corner. The Edit User window opens.

  3. Click on the Employee field and start typing the individual's name in the search box to check if they have already been added to your employee inventory. If the individual is found, select their name from the menu, which will auto populate their name in the First and Last Name fields. If the individual is not found:

    1. Click New next to the Employee field.

    2. Enter at least the individual's First Name and Last Name.

    3. Click Save. This will also add the individual to your employee inventory.

  4. In the Edit User window, select the newly added name from the Employee menu.

  5. Enter the following details:

    • User ID: user IDs must be unique to all users across all Crisis Track accounts. We recommend using an inherently unique ID, such as an email address.

    • Password: the initial password for this user. Confirm the password in the appropriate field.

    • Role: the user role to which the user will be assigned.

    • Email: an email address is required for each user and will enable them to request a forgotten username or request a password reset.

    • Send email to user with log in info: Selecting this checkbox will send the user an automated welcome email with their username and password. They will be required to change their password when they first log in on the desktop console.

      Ensure you select this checkbox if you want the user to be notified of their initial login credentials. Otherwise, you will need to make other arrangements to give them their credentials.

    • Enable Juvare Login Service for this user: Selecting this checkbox allows the user to log in to Crisis Track via Juvare Login Services. For more info, see the documentation for Juvare Login Services.

  6. (Optional) Enter the office or home/mobile phone numbers, and add a department to which this user belongs. For more about departments, see Departments Module.

  7. Click Save.