Only those with admin capabilities are able to add users.
First, you will want to select the “Client” drop-down menu on the top menu bar.
Now select the “View Clients” option from the drop-down.
Here you will see your client list; select the “View” option beside the client to which you would like to add a user. This will bring you to the dashboard for that specific client, here you will see what that client sees when they are signed in.
In the client’s dashboard, you will see a section called Client Users closer to the bottom of the page. In this Client Users section, you will need to select the green “+New” button.
Once you have chosen “+New” a form will pop up for you to fill out with the new user’s information, starting with their first and last name.
Next, you will need to enter the new user’s email address.
* It is very important that this email is entered correctly as this will be the new user’s login, as well as where they will receive their email notifications. Once all the information has been entered and submitted the new user will be emailed a link to create their password.
Now you can enter additional user information if you wish to record this information in Veriport; phone & fax number, cell phone number, address, city, province, and postal code.
Once the user’s info has been entered the next option is to indicate whether or not that user is available. You will see the check box choices, with the top one where you are to select if the user is available for work. If the user is unavailable to perform work at this time you may leave that box unchecked.
The second check box is to select if the user is a DER. A Designated Employer Representative (DER) is an employee authorized by the employer to take immediate action(s) to remove employees from safety-sensitive duties or cause employees to be removed from these covered duties, and to make required decisions in the testing and evaluation processes. The DER also receives test results and other communications for the employer, they are the liaison between the TPA and the employer. If the user is NOT a DER please leave this check box empty.
The third check box is to select if the user is an Employer Admin. If this is not an employer admin leave this option empty. This option will allow the user to add other users, as well as allowing them to manage collection sites and supervisors. (For more information on collection sites, please see the “Collection Sites” article.)
The next step is to select how the user will be notified when a report is released.
There are 4 options for receiving notifications:
None: User receives no notifications.
System: User receives notifications through the Veriport system.
Email: User receives notifications to their email.
System & Email: User receives notifications to their email as well as through the Veriport system.
Now you will need to select for which type of results releases this user should be notified. There are 3 choices;
User is notified of ALL results releases.
User is notified ONLY of negative results releases.
User is notified ONLY of non-negative results releases.
Now you may choose which collection site this user uses, or if they will be adding their own collection site you may leave this empty.
And finally, you select “Submit” and you have created a new client user. The new user will receive a link to create their password in their email shortly after you have added them.