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Adding users for Enterprise Psychosocial Risks (EPR)

You can easily add users to your workplace psychosocial risk assessment tool (EPR) and authorize them to create and manage campaigns, or view and download various analytics reports.

📌 Note: Only users with the required permissions can add or modify users.

Steps

1. In the main menu, click Settings > Account Information > Members.

2. Under Invite a new member, in the Type list, select Staff.

3. In the Email field, enter the user's email address.

📌 Note: Each user must have a unique email address.

4. Click Invite. An invitation message is sent to the entered email address, inviting the user to log in, confirm their information, and create a password.

📌 Note: Before the user logs in, it is strongly recommended to configure two-factor authentication (refer to Enabling two-factor authentication (2FA)).

The new user appears in the list of active members.

💡 Tip: To resend the invitation, click Resend.

5. Once the user has accepted the invitation and logged in, their name and either their position or type (staff) is displayed.

You can then modify their permissions:

a) In the list of active members, click the Edit icon to the right of the user.

b) Click the Permissions tab, then click Unselect all permissions at the top left.

c) Click the Roles tab, then click + Assign role, and select the appropriate role from the list:

d) Click Submit, then enter your password to confirm.

Updated January 29, 2026

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