How to Add, Edit and Delete Users

A new users course dealing with user roles and permissions. This resource covers how to add, edit and delete users within iReportSource.

User Type Index:

Procedures:

User Settings Overview

A. First Name

B. Last Name

C. Email or Phone Number

D. User Type

E. Delete User

F.  Access to Companies

G. Access to Projects

Add Users

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Users
  7. Click Add
  8. Enter the User’s First Name
  9. Enter the User’s Last Name
  10. Enter either the User’s Phone Number or Email
  11. Select the User Type
  12. Select the Companies the User should have access to
  13. Select the Projects the User should have access to
  14. Click Submit

Edit Users

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Users
  7. Locate the User you need to edit
  8. Click Edit
  9. Update the user as needed
  10. Click Submit

 

Delete Users

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Users
  7. Locate the User you need to edit
  8. Click Edit
  9. Select Delete User
  10. Click Submit

Helping You Manage Workplace Safety One Episode At A Time

Phone Number:

(513) 549-3459

Address:

906 Madison Ave

Covington, KY 41011

Email:

support@ireportsource.com