👷 Adding Users to ComplianceTrackr

Adding users to ComplianceTrackr is quick and simple.

This article explains what information is required, what to watch out for, and the key setup steps to complete when creating a new user.

✅ What You Need to Add a User

To create a new user, you only need:

• First Name
• Last Name
• Email Address

ComplianceTrackr automatically checks the username and email address to ensure the user does not already exist. Duplicate accounts cannot be created.

🔐 Password Setup

• You must enter a password for the new user
• Many browsers will automatically generate a secure random password

The user will receive their login details based on the email template you select.

👥 Assigning Users to Groups

When creating a user, you can:

• Assign them to an existing Group
• Ensure they inherit the correct access and permissions for that group

This helps keep user access organised and consistent.

🎓 Assigning Training Courses

During user setup, you can assign one or more training courses to the user.

• Assigned courses will appear immediately in the user’s account
• Training completion and results will be tracked in the Training Reporting area

This is recommended for:

• New starters
• Inductions
• Role-specific or compliance training

🛰️ Assigning Satellite Sites

If your organisation uses satellite sites, you can assign the user to one or more sites during setup.

This allows the user to:

• Access the correct site data
• Submit forms and view information relevant to those locations

📱 Enabling App Access

If the user needs access to the ComplianceTrackr mobile app, ensure App Access is enabled.

Enabling app access allows the user to:

• Complete app-based training
• Submit forms from mobile devices
• Access site information while on the go

⚠️ If app access is not enabled, the user will not be able to log in via the mobile app.

⚠️If your site/group doesn't have app access enabled, this option won't appear.

📥 Bulk User Imports

• CSV imports are not currently available
• For bulk user creation, please contact Support

📩 support@sm8a.com.au

📁 Don’t Forget: Resources & Documents

After adding users, review the Resources section to ensure correct access to:

• 📄 Document Management System

  📑 Default Site Documents for:

  • Staff
  • Contractors

This ensures new users have access to required documents from day one.

✉️ Choosing the Correct Email Template (Important)

⚠️ This step is commonly missed

When adding a user or contractor, you must select the correct email template to be sent to them.

The email template determines:

• How the user is instructed to log in
• What actions they are prompted to take first

👉 We strongly recommend reviewing the Email Templates help article before adding users or contractors.

❓ Need Help?

If you need assistance with:

• Adding users
• Training assignments
• App access
• Bulk imports

Contact our support team at support@sm8a.com.au