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Managing Users

The Users List

🖥️ Accessing on Desktop

  1. Choose Account > Users from the menu bar.

📱 Accessing on Mobile

  1. Tap the drop-down menu at the top right (three horizontal lines).
  2. Select Users.

Inviting Teammates

Proposing the Value of EZICHEQ

Even if your team is ready to use EZICHEQ in their daily operations, it’s important they understand why it will benefit them.

  • Keep all compliance on items – Quickly check item status when moving between sites, with alerts notifying the right person if an item becomes unsafe or requires re-certification.
  • Save time and know who’s accountable – Avoid the “Mister Nobody lost it” problem. The sign in/out feature records who last used each item, assigns ownership, and updates its location with geo-tagging when scanned.
  • Ensure your team knows what they’re checking – Assign custom checklists to items and access them by scanning QR codes. This saves time and paper, and prevents losing checklists in transit.

Inviting Users to EZICHEQ

From the Users List, click Invite New User</elem

  • Enter their email address and select their starting role. NOTE: you may select a custom role here and customise their permissions
  • For those companies with Divisions, you can also select which divisions this user will have access too
  • Press Invite User.

Modifying a User

User Tabs Available

Tab Description
📝 User Info View and edit user information.
🏢 Divisions Assign user to specific company divisions.
👤⚙️ Permissions Set user permissions and roles.
🎖️ Certifications View and manage user certifications.
✏️ Notes Add or edit notes about the user.

User Details

A users details can be updated from the User Info tab. Here we can modify a users name, number, and attach Categories to a user. These can be used to filter on the Users page

Divisions

NOTE: this requires the Divisions feature to be enabled from within the Account Details Features tab

This tab allows the modification of the Divisions a user has access to. Please note that removing a user from division will remove their ability to access these items on the Items page.

Setting Permissions

EZICHEQ allows custom roles to be created from the Account Details page

You can classify users into three main roles:

  • Admins – Manage account details, billing, users, and create item types and checklists. With advanced features enabled, they can also sign items in/out for others and manage API connections.
  • Users – Access the platform with full item details and history. Required for adding, editing, decommissioning items, or running reports.
  • Checkers – Can perform checks on items (including certified checks if qualified) and allocate labels to new items. They receive email alerts and can be assigned to items to create ownership, but cannot access the platform or manage items.

Alternatively, select Custom to adjust individual permissions. [NOTE: Some permissions require others; the page will automatically adjust dependencies as needed].

Setting User Qualifications

Checklists may require a user to have a certification on EZICHEQ to access them on an item. You can read more about that here Certifications

There are two ways that a user can be provided a certification on EZICHEQ:

  • Completing a certification checklist successfully, read more about this here Certifications
  • Manually attaching the certification via the user page

To manually attach a certification, navigate to the certifications tab and click Add User Certification and fill out the pop up

Notes

Attach notes, that can only be viewed within the company, to users by clicking Create New Note . Categories can be added to notes, as a way of filtering

Driving User Engagement

Here are a few EZICHEQ tips to encourage team adoption:

  • Hold a group meeting or toolbox talk to explain the purpose of using EZICHEQ. This buy-in period is crucial, as change can be challenging.

We have created a simple toolbox guideline – contact us if you would like a copy.

  • Identify an early adopter on your team who embraces technology and can encourage others. This creates accountability within the group.
  • Schedule a follow-up meeting to address issues and reinforce daily usage. Research shows it takes an average of 21 days to form a new habit.