Who can create a User account?
Company accounts, Company managers, Subsidiary admins and IZI admins can create a User account.
How to proceed?
Step 1: Login to the platform
Login to your account with your username and password.
Step 2: Go to Onboarding page
Click on the Onboarding section on the left Menu. The "Add your staff" page will then appear.
Note: You can access the Onboarding page from the Listing section, Users tab, by click on "+ New".
Step 3: Enter the required information
Add the information of the staff you want to add. The mandatory fields are:
- Choice between Learner or Manager
- First name and last name
- Email address
Note: A “Manager“ account gives access to the management/creation of your employee accounts, the “Learner“ account is the basic account giving access only to the individual training of each user.
You have the option to generate an Email and a password. By choosing the "Generate Email" option, an @izi-safety.com Email will be generated. By choosing "Generate password", the generated password will automatically be copied to your clipboard. Paste it somewhere or click on the eye icon next ti it in order to see visualise it it.
If you chose to set up your own password instead of using the "Generate Password" button, keep in mind the following criteria for the new password:
- Length of at least 4 characters
- A upper case letter (at least)
- A lower case letter (at least)
- A number (at least)
- No special characters
Step 4: Save the changes
Once the information is filled, click on "Validate".
You will receive a message confirming that the account is successfully created.
An Email with the credentials is sent to the created user's Email address (if valid).
You can go to the Listing section on the left Menu to see the new account.