Users Module

Introduction to the new Users Module

The New Users Module in the Web Portal enables administrators to efficiently manage users, groups, permissions, and hierarchies. This module provides both internal administrators and service providers with the flexibility to add, edit, or remove users, regardless of HR system integration.

Watch a preview of the new User Module here:

Sub-Modules

The User Module is divided into four submodules:

Admins

All Users

Groups

E-Learning (Add-On)

Admins

In the Admins sub-module of the Users Module, you can manage administrators. The table provides an overview of their status, contact information, access levels, and the groups they manage or belong to.

Learn more about the details of each column here:

Contact Info: Displays contact information, including email address and phone number. VIP status, if assigned, is also shown here.

Access: Displays the user's access levels. To grant or revoke access, please contact our Client Development Team.

Group: Shows the groups the user is a member of (if applicable).

Connected Facilities: Shows the Facilities the user is connected to (if applicable).

Tags: Tags applied to the user.

Subscription ID: The code used for registration

All Users

In the All Users sub-module of the Users Module you can manage users. The table provides an overview of their status, contact information, access levels, and the groups they manage or belong to.

Learn more about the details of each column here:

Personal data: User name and email address. VIP status, if assigned, is also shown here.

Status: Users may have a combination of status indicators that reflect their current state:

• Temporary users are automatically created from a travel booking. Because of this, their email address cannot be changed, and they cannot be manually deleted. These users are automatically removed once their trip concludes.

• Active Trip means the user has an active trip. A trip is active during PNR travel segments, plus one day before the first segment and one day after the last.

• Upcoming Trip means the user has a scheduled travel booking in the future.

• Using App means the user has installed the Safeture mobile app.

Access: Users are categorized into two access levels: Basic and Core.

• Basic – The user has limited access (SMS and Email only). This user type includes users previously known as ”Contacts", but also includes auto-generated "Travelers". These users do not have access to the platform in form of a log-in credential.

• Core – The user has full access to core services, including the mobile app and web portal (included modules may vary depending on agreement).

Group: Shows the groups the user is a member of (if applicable).

Connected Facilities: Shows the Facilities the user is connected to (if applicable).

Tags: Tags applied to the user.

Subscription ID: The code used for registration

Issues: Indicates any user-related issues, such as account deactivation by an admin or lockout due to multiple failed login attempts.

Groups

The Groups section provides an overview of all user groups and their members.

In the Groups sub-module, you can:

• Categorize users into specific groups.

• Assign Group Administrators to manage these groups.

• Create a "default group" for users who haven’t been assigned to any specific group.

• Manage and Assign VIP Groups

E-Learning (Add-on)

Through the E-Learning sub-module, you can track and manage users' e-learning progress.

This allows you to:

• Monitor which users have completed required training courses.

• Identify users who still need to complete their courses.

• Send invitations to e-learning courses.