Adding an Administrator

While on the Administrators page, click on the Add New button at the top-right hand of the page.

A menu will open up on the right-hand side of the page. Fill out these fields as required, and then press Save to create the Administrator.

The fields available when adding or editing an Administrator are as follows:

• Username - The username that the administrator will use to log into the PlanSafe platform.
• Display Name - The name that will display in the PlanSafe UI when the user is logged in.
• Email - The email address for the administrator where password and any notification emails will be sent to.
• Copy Settings From Existing  User - This option will allow you to apply the campuses, roles, and reporting domains of an existing Administrator to the newly created account.
• Role  - The role will determine what permissions the Administrator account has and what functions they will be able to perform on the platform.
• Reporting  Domains - In the case of multi-tenanted PlanSafe platforms, this option is used to determine what email domains the Administrator is able to report on. E.g. if you entered "@gmail.com" into reporting domains, they will only be able to see learners that use a Gmail address when running a report. Leave the field with * entered for the Administrator to be able to report on all learner accounts.
• All Campuses/Search Campus - Toggle the All campuses switch to on to give the new account access to perform Administrative duties for all campuses on PlanSafe. Otherwise, leave the switch to off and search for the individual campus(es) you would like them to have access to.
• Receive email alerts for completed  assessments - Toggle the switch to on for the Administrator to receive a copy of training certificates whenever a learner completes their training.