📝 Summary:

Learn how to add new users to Damstra Safety, assign roles and worksites, and complete account setup for users with missing login details.

✅ Steps:

Step 1: Open the New users dialog
On the Damstra Safety users screen, click the ➕ New users button to open the dialog.

Step 2: Select the worksite
From the Worksite dropdown, choose the worksite where the user will access Damstra Safety.

Step 3: Assign a role
From the Role dropdown, select the appropriate role for the user at the chosen worksite.

Step 4: Choose user type
Select the Individual users radio button.

Step 5: Select employees
From the Employees dropdown, choose the individuals to be added as Damstra Safety users.

Step 6: Confirm and add users
Click the ✅ Add button to close the dialog and return to the Damstra Safety users screen.

💡 The newly added users will appear on the screen with one of the following statuses:

• Adding access – The user record has been created and sent for processing. Once complete, the status will update to Active, and the user can log in.
• Invalid, no user login account – Additional details are required to complete the setup.

🛠️ How to add missing account details

Step 1: Open the Create user login account dialog
For users with the status Invalid, no user login account, click the 🔗 Create account link to open the dialog.

Step 2: Enter the email address
A default email may appear based on the employee record. You can:

✉️ Keep the default email or enter a new one. This email will be used for login.

Step 3: Enter mobile number (if required)
If your organisation uses two-factor authentication, enter the user’s mobile number.

🔐 Two-factor authentication sends a code via SMS after login to verify the user’s identity.

Step 4: Finalize account creation
Click the ✅ Create account button to complete the setup. The user’s status will change to Adding access.