Company > Setting Up A New User

This guide is for setting up a new User within the main builder's HammerTech system.

Users are set up and managed through Administration > User Management.

HammerTech defines a User as an individual working for the company licensing the software (i.e. the Main Builder).

When someone working for a Sub-contractor has a login to a HammerTech account, they are also known as a User, but they have different access levels, either as a Primary Contact or a Nominated Representative. Primary Contacts and Nominated Representatives are set up and managed through the Employer's profile. For more information about these roles, see here:

Setting up a Primary Contact
Setting up a Nominated Rep

All other individuals using the system, such as inducted workers, do NOT have a login to HammerTech and are managed by Users through Employers and/or Personnel modules.

NOTE: To add an existing User to a new Project, you can do this both at a Company Level via Administration > User Management or at a Project Level via Project Settings (see Project > Adding and Managing Users)

To create a new user

1. Log into HammerTech
2. Select Administration > User Management
3. Select the blue + button on the top right-hand side of the screen
4. Type in the user's email address and select Validate
5. If the email validation was successful, you will then be able to enter the rest of the user's details, including Name, Mobile, and Title
   
   
6. Select the appropriate User Type from the drop-down menu
   See User Types Explained for more info
7. If the user is a Region Admin, select Standard User and tick the Is Regional Admin box.
   Select the regions the user is required to have access to as both a Regional Admin and a Standard User. If the user is a Standard User, Document Access Only, or External Rep, select which 'Current Projects' to add the user on to, using options; None, All, Or Specific Projects
8. Select whether you would like to apply a User Permission Set to this user
   For detailed info about User Permission Sets please see User Permission Sets for more info
9. Select whether the user is to Receive Site Notifications for Current and Future Projects
10. Select if the user is required to be automatically added to Future Projects (if they are selected to be an Admin user type, this will be automatic as admins have access to all projects - current and future).
11. Select if the user should have access to Confidential Information for None, All, or Specific Projects
12. Select Create

The user will receive an email with a link they need to click on in order to activate create their account and set up a password.

You can check if the user has completed setting up their account by navigating to their profile.

1. Log into HammerTech
2. Select your required project from the Company Overview drop-down in the top right hand corner
3. Select Administration> User Management
4. Filter by: User Type, Status, User Permission Set or Job Title. For example, to filter for the Internal Users, select User Type 
   
   
   Then, select the tick box Internal Users > Apply
   
   
5. Search for the user with their name or email in the search bar 
   
6.  Selecting the required user from the list. (Use the filter in the top right corner to view only those that have the status of: Awaiting Activation.)
   Each profile will display if they have or haven't set it up and if they haven't then the option to send a reminder will appear (see below). 

OR

Note: If a user tries to log in to a project they are not associated with they will receive an error message informing them of this (See below). If user rights need to be changed then an administrator in the system needs to be notified in order to make the changes. See Project > Adding And Managing Users