How do I view Users in the Admin Portal?
Users can be viewed in the Admin Portal in 'Administration - Users & User Groups'.
Viewing Users
Once a user has been added to Certainty, their information can be viewed in the Admin Portal in the ‘Administration' area under the ‘Users’ tab.
To view users:
- Go to 'Administration' and select the ‘Users’ tab.
- Users are displayed in rows in a table.
- Click anywhere in the row of the user you want to view, and the user details page will appear.
- Clicking the ‘Options’ button in the top right corner and selecting ‘Edit’ will open the 'Edit User' form.
- Clicking any of the tabs below the user details will open tables with more details about checklists, actions, sites, site groups, user groups and change history associated with the user.
Notes
- Important! If you want a team member to be able to submit completed checklists (inspections, assessments, audits, observations, etc.), they must be added to Certainty as a user with access to the mobile app and have access to the site(s) with that checklist allocated – or linked – to it.