Adding Users

Adding your users to the 1Life Platform gives your employees access to fill out and sign digital forms, access and sign documents, complete online training courses, and much more! You can add individual users or mass import users.

Adding a User

1. Click Administration, then select Users from the drop down menu
   • Your number of used / available licenses is displayed at the top of this page
   • If you run out of available licenses you will be unable to add new users and will need to either inactivate an existing user or Contact 1Life to increase your license limit.
2. Click the Add User button

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3. Enter all the required information
   • First and Last Name
   • Username - Can normally be the same as their email address
   • Password - Click the icon to generate a random password or type in one manually
4. Enter any additional information (Optional)
   • Email Address - Important for receiving alerts for assigned or expiring items
   • Title
   • Phone Number
   • Hire Date - Useful for sorting your user list
5. Set the users Permissions
   • Web Admin - Has full access to the system (keys to the castle).
   • Supervisor - Has the ability to sign off and finalize forms and will be able to be added to employees.
   • Manager - Has the ability to sign off and finalize forms that require manager-level approval.
   • None - This would be a basic user - default settings
   • You can learn more about Permissions here.
6. Assign the new users Supervisor (Optional)
   • If the supervisor is already added to the system, and they have been given the permission level of Supervisor, their name will show up in the list of available supervisors.
7. Add the new user to Groups (Optional)
   • Groups are a great way to assign multiple documents for review or training courses to complete all at once.
   • For example: if you have a New Hire group, you could attach your key company policies and basic training courses to this group, then when a new user is added to the group all those records will be assigned to them.
   • You can read more about how to use groups here.
8. Click Save to add the new user with all the information provided.

Mass Upload Users

1. Click Administration, then select Users from the drop-down menu
2. Click the Mass Import Users button

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   • This page contains detailed instructions for importing a list of users, so please review these instructions if you get stuck.
3. Download the User Upload Spreadsheet.
4. Open the User Upload Spreadsheet with Google Sheets or Microsoft Excel.
5. Enter each user on a separate line.
   • Enter the First Name, Last Name, and Email for each user you wish to add.
   • The username field will be automatically generated, but you can override this if necessary. Duplicate usernames are not possible within 1Life Platform.
   • Set the specific permissions of the user if they have access to the Mobile App and if they will be signing mobile forms as a Supervisor
   • A maximum of 100 users can be uploaded at a time.
6. SAVE and CLOSE the file when you are done editing.
7. Select the Click Here to Upload your filled out template and select your file to upload it to the server.
8. Verify user data in the table below. Resolve any issues that might have occurred.
9. Press the Confirm button to complete the upload process.
10. If an email address was provided, the users will receive an email from 1Life Platform with their login credentials.