NOTE: Only collaborator and admin users will have access to perform these steps.

4. Use the filters to find the employee you’re looking for:

5. Click on the employee listing to open their profile:

6. You land on the snapshot of the employee profile, containing at-a-glance information about the employee such as location(s) they are tied to, trainings/qualifications, incident involvement, etc.

7. Click on Personal Info to visit the page containing information that can be edited:

8. Any field on this page can be edited:

9. Click Update at the top of the page after making any changes:

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

NOTE: Only administrators are able to access the User Info tab required to change an employee’s password. If you are not an administrator and need an employee password reset, please contact one of your iReportSource administrators or the iReportSource support team.

2. Locate the employee you’d like to reset the password for by filtering the list by either Group/Establishment, first/last name, employeeID, or username.

3. Click the row for the employee you’d like to edit:

4 . Click on the User Info tab:

5. Click Reset Password and the password for that user will be reset to the default password.

6. The password is now reset and should be communicated with the user using company IT approved Best Practices involving passwords.

7. It is recommended that the user who just had their password reset change the password to something more personal, as the default password is meant to be temporary. Please encourage users to practice password best practices!

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

NOTE: Only administrators are able to access the User Info tab required to change the user types of employees. If you are not an administrator and need an employee’s user type changed, please contact one of your iReportSource administrators or the iReportSource support team.

1. From your dashboard, click on Employees

2. Locate the employee you’d like to change the user type of by filtering the list by either Group/Establishment, first/last name, employeeID, or username.

3. Click the row for the employee you’d like to edit:

4. Click on the User Info tab:

5. The current user type is shown in blue (the user in the example is currently a reporter user). To change the user type, click on one of the 4 user types so that it too turns blue (in the example we are making this user a supervisor user).

6. Click Update after making any changes:

7. You’ll receive a Saved Successfully message at the top of the page.

8. The user will see their new access level the next time they sign in.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

NOTE: Only administrators are able to access the User Info tab required to activate/deactivate employees. If you are not an administrator and need an employee account activated or deactivated, please contact one of your iReportSource administrators or the iReportSource support team.

2. Locate the employee you’d like to activate/deactivate by filtering the list by either Group/Establishment, first/last name, employeeID, or username.

3. Click the row for the employee you’d like to edit:

4. Click on the User Info tab:

5. If the Deactivate user box is checked, it means this account is not active (i.e. the employee cannot sign in, be assigned tasks, etc.).

NOTE: If there is an email address in the email box and you are activating an employee, they will receive a welcome email there. If not, you will need to add an email first, or provide the employee their log-in credentials.

6. Click Update after making any changes:

7. You’ll receive a Saved Successfully message at the top of the page:

For any questions, please don’t hesitate to contact Customer Success using one of the following methods: