Users - Step by Step

Users - Step by Step

The customer may create as many UserIDs as needed. Therefore there is no reason to share an access code with another person.

User types 

• MasterAdmin
• Admin
• User

A user is anyone with a UserID and Password. Users can have administrative or standard use privileges.

The MasterAdmin. userID is provided with the account when it is created. It can not be deleted from the account. It may appear in the top level as an "nnnn-nnnn" format ID. The password can be changed.

Admin Users can create new users, set their level of access and restrict them to certain locations or departments.

Users can use the FirstReport Online application, but cannot add or edit other users. Standard users can only edit their own user profiles.

Access Levels
 

New users can be assigned access within the hierarchy at any point equal to or below the current User's level. A user with Department level access can access records and information related to a specific department only.

A user with Location level access can access records and information for all departments within the location, but not for other locations. A user with Employer level access can access all records and information for all locations and departments.

Function description

• Add a User
• Edit a User
• Delete a User

Add a new User

• Manage 
• Setup
• Osha/WC
• Users - New
• Select User Access Level from the "drop-down" list - Employer Level, Location Level...
• Next
• If you selected a “location” or “Department” level below yours, choose the one you want from the Organization Level "drop-down" lists then - Next
• Enter the information in the fields. (All fields are required)
• UserID field 6 to 50 characters. Email addresses will work.
• Password must be 6 to 10 ALPHA-NUMERIC characters
• Click on the Save button
• If the form returns immediately, blank, the UserID has already been used. Try again.

It is the customer's responsibility to add, delete and control UserIDs for data security.

Edit a User profile

• Manage
• Setup
• Osha/WC
• Users - Edit
• Select User Access Level from the "drop-down" list - Employer Level, Location Level...
• Next
• If the User is in a “location” or “Department” level below yours, choose the one you want from the Organization Level "drop-down" lists then - Next
• Edit the information in the fields. (UserID can not be changed)
• Password must be 6 to 10 ALPHA-NUMERIC characters
• Click on the Save button

Tip: If you know the UserID you can also open the record using the "Account Manager"

Delete a User

The user will be immediately deleted and will no longer be able to access the system. There is no "Undelete". All Case Notes created by the User will also be deleted. No other data will be deleted.

• Manage
• Setup
• Osha/WC
• Users - Edit
• Select User Access Level from the "drop-down" list - Employer Level, Location Level...
• Next
• If the User is in a “location” or “Department” level below yours, choose the one you want from the Organization Level "drop-down" lists then - Next
• Delete
• Review "Warning"
• OK

If you know the UserID you can also open the User Profile using the "Account Manager".