Company > Setting Up A New User

*ADMIN USER & REGION ADMIN USER ONLY*

The HammerTech System defines a User as 'an individual working for the company licensing the software (i.e. the Main Contractor)'. All other individuals, such as primary contacts or inducted workers, should be managed through Employers and Personnel (see - Main Contractor).

This guide is for setting up a new user within the system. To add an existing user to your Project and manage their settings, see Project > Adding And Managing Users

Instructions

To create a new user

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. Select the blue + button on the top right-hand side of the screen
5. Type in the user's email address and select Validate
6. If it is a brand new account and the email validation was successful, you will then be able to enter the rest of the user's details, including Name, Mobile, and Title
   
   
7. Select the appropriate User Type from the drop-down menu (see User Types Explained for more info).
   
   If the user is a Regional 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 to from 1 of 3 options; None, All, Or Specific Projects.
   
   
8. Select whether the user is to Receive Site Notifications for Current and Future Projects
9. 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).
10. Select if the user should have access to Confidential Information for None, All, or Specific Projects
11. Select Create

The user will receive an email with a link to create their account and choose 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.  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