Create a user

There is no central list where users are created. You add a user where they need to work, by putting their email in a group of that entity: a project, an office, a person, a supplier or the multi-company panel. The permissions they get depend on where you added them.

1. Go to the Administration menu of the entity and select Permissions.
2. Open the Groups sub-menu. It lists the groups available for that entity.
3. Select the group the user belongs in — for example admin, manager, user.
4. In the Details section, click new and enter the user’s email address.

Note

If the email is not registered in 4HSE yet, the system sends an invitation to that address. The user stays in the Pending status until their first login.

Caution

The email address is the exact identifier of the user. A typo does not create an error: it creates a different user, who will never receive anything.

The same person can be added to groups of several entities. To change what they can do later, move them between groups: see Set permissions.

The three statuses

The system tracks each user’s status with a coloured badge.

Status	Meaning
Unknown	Initial state: the email address is not registered in the system yet.
Pending	The user has been invited to collaborate and has not completed their first login.
Active	The user has logged in at least once and can use the system fully.

A user stays Pending until the first login, not until the invitation is sent or opened. This is why a user can remain Pending for a long time without anything being wrong with the configuration — and why re-adding them does not help: see Unblock a user stuck in Pending.