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Manage Team Members

By Clicking View team you then get a menu page to search by login, name, email etc. Type in any of these sections and press search, the team member will then appear, and you can click the hyperlinks to view the profile or view that person’s last check or all checks (if they use the Check App as well)

tip

The view is always default to active users to view any specific roles you can use the dropdown filter box for Role, and you can also use the dropdown labelled enabled to few any disabled users

You can view all you team to do this don’t specify any search criteria just click view team and click search

view team members

In this section, once you have the whole team on view you can click any of the “blue” hyperlinks which will take you to whichever section you wish to have a look at, this page also provides information on:

  • Login – users login and name
  • Date created
  • Role – what level of responsibility they have in CheckedSafe system
  • Email details
  • Enabled (current status)
  • Depot – which Depot the user is assigned to
  • Latest Device – The latest information on what device has been used (if any) to do a check
  • Last Check – Information on last check done (Only for those that use the Vehicle/Asset Check/DRA App)
  • All Checks/Inspections – Link to view all that persons checks (Only for those that use the Vehicle/Asset Check/DRA App)
note

This page defaults to enabled staff if you wish to view any staff not enabled you can use the drop down labelled Enabled to filter the view – you can also filter by user profile labelled “Role"

Viewing the individual team member details by clicking on their actual hyperlink on the view team page

manage team

User profile page - here you can see all details and can tick options for that user, you may also disable the user, so they no longer have access. There are other options within the user profile area that will assist you in managing the staff member, which are listed below:

Team Options - Lone Worker​

You can also in the section manage (if you have Loneworkers) your LW profile notifications

Start LW, Check-in, SOS, End LW this can be via Email, Text (chargeable) and Telephone if Monitoring staff wishes to receive call alerts then they need to have a profile set up with a number in the details at set up.

manage team

Adding a New User​

manage team

This will take you to a blank Create & Edit Driver page as shown below. Add the details for the Driver as follows:

  • The user login must be unique across the system (see note below)
  • The role must be selected from the dropdown
  • The company will default to the one your logged in as if you have a hierarchy you can pick where the new user is to be allocated
  • Password should be set.
  • The User Enabled box should be ticked
  • The other details should be entered as standard
warning

DO NOT overwrite the user if you want to add a new user as all historical data will then tag to the new user, if you want to add a new user, you must click again Create and edit User and you will see the screen as below

If you get a message “USER ALREADY IN THE SYSTEM” but you know you don’t have that person, it will be in the Global Checkedsafe system – think Gmail!

If you’re setting up a user who is a 3rdparty and you’re using the Notification group to allow them to manage defects, see below: (Notification Groups) leave the email section blank in their profile – otherwise they will receive all emails and you can also edit their role and permissions which can be found further on in this section