Add digital form users manually

If employees need to use digital forms for a worksite, they will need to be set up as digital form users. To manually add digital form access:

1. From the left menu, select Health & safety > Digital form users to display the Digital form users screen.
   
   
   
   
2. In the Digital form users screen, select the New users button to display the New users window.
   
   
   
   
3. From the Worksite dropdown list on the New users window, select the worksite for which you are adding digital form users. The worksites available for selection are limited to those that:
   
   • Are within the scope of what you have previously selected from the Worksite filter in the header bar. In the example shown below, worksites for multiple clients are shown as the Worksite filter was set to View all. But if the Worksite filter was set to:
     
     • A specific client then only that client's worksites would be shown.
     • A specific worksite then that worksite would be automatically applied in the Worksite field and would be unable to be changed.
   • Belong to a client where a digital forms integration exists.
     
     
     
     
4. In the New field, select Individual users.
   
   
   
   
5. From the Employees dropdown list, select the employee(s) for which you are adding digital form access. The employees available for selection are limited to those who:
   • Have access to the worksite specified in the Worksite field.
   • Are not already digital form users for that worksite.
     
     
     
     
6. After you select employees:
   • The employees you've selected are shown in the Employees field.
     
     
     
     
   • If any of those employees do not already have a Damstra login account, a User login accounts section appears so you can enter an email address and mobile number for each employee. If the employee has an email address or mobile number recorded in their employee profile, it will automatically be shown in the relevant field but can be changed if needed.
     
     
     
     
7. Ensure the correct email address and mobile number details are recorded for each listed employee.
8. Click the Add button. If there are no errors to be corrected, he New users window closes and a success message is shown at the top right of the page.
   
   
   
   
9. The added users are now listed on the Digital form users screen for the relevant worksite in an Adding access status. Within the next hour, the Damstra platform will send a user setup request to the Digital Forms product. Following this, the new users will receive a user setup email and be in an Active status.