1. Invite New User

New users are added and authenticated to Safefood 360° by email invitation. This means that all of your users should have an email address in order to use the application.

1.1. Enter User Details and Select Role

Enter User Details and Select Role
  1. Enter the first name of the user.
  2. Enter the second name of the user.
  3. Enter the user’s email address. The email address is crucial as it is also the user name of the user needed when logging in and accepting the invitation.
  4. Select which solution you want the user to have access to. For example, if you are inviting a supplier to work on Safefood 360° you might want to limit their access to the Supplier Portal. The “Food Safety Management Solution” is the full solution.
  5. You can associate the user profile with an employee / supplier profile from the Master Data > Employees module. This way the software knows that any records relating to the employee “Cory Baron” will also relate to the user by the same name.
  6. Select the user roles (to determine the user’s access level to the system). You can select multiple roles as we have done in the above example. The above two roles would give the user a site wide read-only access to all modules and on top of that special access to the laboratory related modules. The system roles can be summarized as follows;
  • Read-only: cannot create or modify anything. Might be suitable for auditor access.
  • Standard: can only complete records. Cannot modify programs. Suitable for production / maintenance operatives.
  • Manager: has full access to create and modify programs and records. Suitable for most users.
  • Site Administrator: has full access to entire system including the ability to manage user accounts. Recommend that you limit this role to 2 persons.
  • Create your own: You can create your own roles and configure the settings exactly the way you need to.

1.2. User Accepts Invitation

User Accepts Invitation

The user will receive an invitation email asking them to click a link to accept the invitation. Sometimes these email invitations can get caught in spam filters and junk folders. If your user has not received the email invitation please ask them to check their junk mail folder.

1.3. Check Invitation Status

Check Invitation Status

At anytime you can check whether the user has accepted their invitation by looking at the status column in the invitations grid.

2. Cancel or Resend User Invitation

Cancel or Resend User Invitation

If you wish to either resend or cancel a user invitation you have already sent you can do so by clicking on the name of the person in the invitations grid and then clicking Remove Invitation or Resend Invitation’. Note that this only applies to invitations which have not yet been accepted. If the invitation has already been accepted then you should modify the user settings as explained below.

3. Modify Existing User

Modify Existing User
  1. You cannot modify a users name or email address once they become a registered user. If they wish to do so they may through their profile page.
  2. Select which solution you want the user to have access to. For example, if you are inviting a supplier to work on Safefood 360° you might want to limit their access to the Supplier Portal. The “Food Safety Management Solution” is the full solution.
  3. You can associate the user profile with an employee / supplier profile from the Master Data > Employees module. This way the software knows that any records relating to the employee “Scott Chapman” will also relate to the user by the same name.
  4. You can change their role, which defines what the user is allowed to do and what not to do. See the article on working with roles for further information.
  5. If you wish, you can remove a user completely from the system in this menu.