Company Structure: adding a new user

Summary The add new user tab of Company Structure, in the System Administration menu that only administrators see, adds people to PaT. It has three parts: employees only, customers, suppliers and guests, and the Pat Lite Training Portal. To change people who are already in PaT, see Manage users.

Steps

Step 1

On your dashboard, open System Administration, click Company Structure, then click the add new user tab. It opens on employees only.

Step 2

Enter the person's title, first name, last name and preferred name. Use upload image to add their photo.

Step 3

Enter their user name, their password twice (Password and Confirm Password) and an alternative email address.

Step 4

Choose their department. Choose Job Title then lists that department's job titles: pick theirs.

Step 5

Choose their supervisor, their branch or site and their health and safety officer.

Step 6

Check the details, then click Submit to add them. Reset clears the form.

Step 7

For a customer, supplier or guest, click customers, suppliers and guests. The form is the same, with Choose Company in place of the health and safety officer.

Step 8

Pat Lite Training Portal sets up campaigns for temporary and outside learners: see How to create a campaign for the PaT Lite training portal.

Step 9

A new employee is given the modules of their job title's linked roles: see Company Structure: departments, job titles and roles.