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Add a New User

Add new users to your Lab Logs & configure their specific access permissions. This guide ensures your team members are properly onboarded and assigned the correct administrative roles for their tasks.

New users may only be added by administrators.

Administration Access

2. Select the Menu Icon

3. Select ADMINISTRATION

4. Navigate to the Users tab

New User Creation

5. Click Add User

6. Complete the information. First Name, Last Name, and Email address are required.

Note: For Role details visit Understanding Roles and Permissions

7. Select a Role for the User.

8. Select the "Can view confidential information" checkbox if the user needs to view confidential data.

Note: View Understanding Confidential Data for details.

9. Click "Save"

Access and Notification Configuration

10. Assign the user to site(s), department(s), and unit(s) by placing checkmarks.

11. Configure user notification settings, including department, frequency, and categories.

  • Immediate notifications can be sent via email, sms, or both channels. Daily and weekly notifications are sent via email.

  • A phone number is required for the sms channel.

12. Click Save to apply changes to the user profile

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