📝 Summary

This article explains how worksite users can add, edit, and delete user accounts in Damstra Workforce Management. User management includes configuring permissions, alerts, and access settings to ensure users have the appropriate capabilities for their roles.

Steps:

1. Access User Management

Log into Workforce Management, then go to:
System Settings → User Management → User Login Accounts

2. View the list of users

The User Login Accounts page displays all user accounts for your worksite. You can:

• View User Name
• View Email Address
• View Accessible Worksites
• View User Role
• Click Details to view full account information
• Use the Search Bar to find users
• Click Create New User to add a new account

3. Create a new user

To add a new user:

1. Click Create New User
2. Enter the following details:
   • Name
   • Email
   • Mobile Number
   • Role
   • Worksite
3. Click Create User to save the account

4. View and edit user accounts

To view or edit a user:

1. Click the Details button next to the user

1. You can view and update:
   • Account Status
   • Account Details

• Permissions and Access

• Alerts and Notifications

5. Configure permissions and access

To assign permissions:

1. Go to the Permissions and Access tab
2. Select the appropriate permission category
3. Tick the boxes for the permissions to assign
4. Click Update to save changes

6. Configure alerts and notifications

To set up alerts:

1. Go to the Alerts and Notifications tab

1. Select the alert type
2. Choose the terminal(s) for alert delivery
3. Select the delivery method:
   • Email
   • SMS
   • Email and SMS
4. Click Update to apply changes

Note: Ensure the user’s email and/or mobile number is entered before configuring alerts.

7. Delete a user account

To delete a user:

• Click the Action button and select Delete User, or
• Open the user’s Details page and click Delete User

⚠️ Deleted user accounts cannot be restored.

💡 Tips

• Assign roles and permissions based on operational needs
• Use alerts to keep managers informed of critical site activity
• Regularly review user access to maintain security and compliance

📚 Related Articles:

• Setting up the supervisor PIN in EPP
• Understanding print card access in EPP
• Understanding the configure skills in EPP
• Exploring the self-configure job titles in EPP