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Manage Compliance Users

Manage the users in your organization that have compliance requirements.

Brian Mironer avatar
Written by Brian Mironer
Updated over a month ago

As a compliance administrator, you have a number of tools available for you to manage your user's compliance.
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Management Tools

Resend an Invite

To reinvite a user that's already been invited, first navigate to the compliance tab, then click the checkbox next to the name of the user you wish to reinvite.

A toolbar will appear near the bottom of the screen.

Select the "Resend invite" button
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A new invitation email will be sent to the person/people you selected.

Send a Message

To send a message to an existing user(s), navigate to the compliance tab, and click the checkboxes next to the name of the user(s) you'd like to message.

A toolbar will appear near the bottom of the screen.
Click the "Send Message" button.

A module will appear that allows you to type or paste in your desired message.
Click "Send Message". The message will be sent to the email addresses of the users whose accounts you selected.

Tag Users

You can create custom tags to help you sort and take notes on your users in the Safety Hub.
To create or apply a tag, first navigate to the compliance page, and click the check marks next to the user(s) profiles you wish to tag.

A toolbar will appear near the bottom of the screen. Select "Tag".

A module will appear to select tags to add to the profile(s) or create new tags.

To apply a tag to a user, click the dropdown menu provided and select which tags you'd like to apply. Multiple tags can be added for a single user. When you're finished, click the Add Tag button to apply the tag(s).

To create a new tag, click "Create New Tag", and add the tag name in the space provided. Then click create. The tag will then be available in the dropdown to be selected.


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