How to Create New Users

Creating users allows employees, contractors, inspectors, and operational personnel to access SimplChek based on their assigned responsibilities

Step 1 — From the Dashboard
Navigate to:
Setup → Add User

Step 2 — Click “Add New User”
This opens the Create User form.

Step 3 — Enter User Information
Provide the required information:

• Site Name
• Full Name
• Email Address
• Department 
• Position
• Default Password

Step 4 — Click “Add New User”
The system creates the account automatically.

What Happens After User Creation?

The user receives:

• Login invitation
• Activation instructions
• Password setup prompt
• Access confirmation

Best Practices

✅ Always assign the correct operational role
✅ Use organizational naming standards
✅ Assign users to the correct site or department
✅ Apply minimum required access permissions

Common Mistakes to Avoid

Assigning Admin access unnecessarily
Forgetting to assign teams or sites
Creating duplicate user accounts
Using shared login credentials