Manage existing users

3. Click Modify to go to a page where you can amend a user’s details.

4. Use the text fields to change their name, username, or email address.

TIP: If you need to replace one member of staff with another, do not modify somebody’s existing account to switch details to the new person. Deactivate the account and add the new person as a new user, to ensure audit trails are preserved.

Use the drop-down menu to change their access level – you can upgrade or reduce at any time.

Deselect the tick boxes if you want to restrict a user to either Environment or Health & Safety.

5. Click Update User to make the changes.

3. Click Reset password.

4. When prompted, click Yes to generate an email with a reset link to the user.

Use this option for any users who no longer need system access. For example, they may have left your organisation.

3. Click Deactivate.

4. You will be asked to confirm this. Click OK.

The account will no longer appear in your organisation’s list of users and they will not be able to log in.

Any work (such as compliance comments and actions) they may have done on the system will NOT be deleted. Everything is preserved to ensure your audit trail is not affected, so don’t worry about losing anything that your auditor might want to see.