Updating Client Information
Select “Clients” and “View Clients” from the drop down menu at the top of your dashboard.
Select the “Update” button beside the client you are looking to update.
Now you will be brought to the page to update the client’s information. Once you have updated the information select “Submit” at the bottom of the page.
Adding Client Users
Only those with admin capabilities are able to add users. Step 1: Click the “Client” drop-down on the top menu bar and select “View Clients”. Step 2: Here you will see your client list; select the “View” option beside the client to which you would ...
Adding Client Users - Employers
Only those with admin capabilities are able to add users. First, you will want to select the “Dashboard” option on the top menu bar. Now you will see a section called Client Users closer to the bottom of the page. In this Client Users section, you ...
Hiding Employer Information on On-site Reports
If an employer or service does not want their information on an On-Site report, you are able to select the option to “Hide employer information” when creating a new client or you are able to do this for an existing client. For existing clients: Click ...
Only those with admin capabilities are able to add clients. Click the “Client” drop-down menu on the top menu bar. Select “Add New Client”. On this page you will need to fill in the client information in the fields shown; name, account type, phone ...
Adding DER Users
Only those with admin capabilities are able to add users. *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 ...