User Groups (Creating, Adding Users, and Application of Them)

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This article will explain how to get a user account created to use Circadian Risk software.

Instructions

This feature is only available for org-admins, and for location-managers who oversee the respective location for the group being assigned.

From the main dashboard, navigate to global navigation in the top left corner, and under “Organization Management,” select “Users”
From the Users page, select the “add new group” button that is in the top right of the “users groups” card on the right side of the screen.
You will want to create a name for the function/role that your group serves (such as “North America Operations”), and select “save group.”
Once you confirm and save the group, you will now have it available on your user dashboard. You can select the “plus” button, and from this list, select the checkmark to the left of the user list to add users who belong in that group.
1. Once you have selected the respective users, you can select “add users” in the bottom right of the card
From step 5 of creating the assessment, you can now add these users in bulk to the assessments they will be responsible for performing.
These users will be notified via email that they have been assigned to conduct the assessment, and will show up under the “assigned and subscribed” users card on the assessment details page under “user groups”