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User Credentials

Published on 10/03/18 by karyn.menzies@safetyspot.com
Updated on 10/03/18.

User Credentials allows members to upload and edit their credentials. This tutorial shows managers how to grant members access to this new feature.

Step 1

Go to Organization Settings.

Step 2

Click Settings at the top, right corner of this page.

Step 3

Go to Members from the menu on the left.

Step 4

Toggle select to allow members of this organization to upload and edit credentials.

Step 5

Now we will show the updated credential access in the member's settings. Click on the member icon at the top, right.

Step 6

Select your name to go to your member profile.

Step 7

Go to Credentials from the menu on the left.

Step 8

Now you will see the options to attach new and edit files here.

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Organization managers may grant managers the access to attach/edit credentials for other members. These steps show how an organization manager can grant and revoke this access, allowing managers to edit members' credentials.

Step 1

Go to Personnel Management

Step 2

Click on the Managers tab.

Step 3

Scroll to the manager in which you'd like to grant access and click Manager Settings.

Step 4

Under Manager Settings find and select the box granting this manager permission to create user credentials. Click save.

Step 5

To view the updated permission, now go tot he personnel tab and select the manager.

Step 6

Select Credentials from the menu on the left. Here you will see that this manager has access to attach and edit files. This grants the manager access to edit other members' credentials within the organization.

Step 7

Repeat these steps to revoke this access, deselecting the box allowing the manager permission to create user credentials.

Step 8

Now you may go back tot he manager's profile and see they no longer have the access to edit member credentials.

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