During the initial training, CompliSpace will setup a “Client Champion” as a Client Admin. This Client Admin will then be able to add users to SafeTripBuilder.
There are two user roles:
- Client User – These are general users who can create, edit and save their excursions or view, edit and save other excursions. All users can see all excursions within the excursion list.
- Client Admin – These users can add users and perform the above actions.
To add users
As the Client Admin, login to your company SafeTripBuilder site.
Example: https://(companyid).app.safetripbuilder.com (you can try it in your sandbox site if you wish http://(companyid).app-demo.safetripbuilder.com)
Make sure you are on the Home screen and can see the Excursions and Client Users tab, then click Client Users.
Click the Create New User button.
Enter the Email, Given Name and Surname of the user you want to add.
NOTE: Make sure that the user email address matches the one they use to login to your company's SSO.
Click Save – you will see a prompt to confirm the user is saved successfully.