Adding a User on BEEToolkit
Only Administrators on the accounts will be able to add additional users. They can also set different access rights according to the permissions wished by the Administrator.
- When logged into your BEEToolkit system, click on ‘My Account’ button on the top right side of your dashboard screen. The system will then display your account details, which will have a list of users at the bottom.
- Click on ‘Add a user→’ button to enter the new user’s details. The system will then pull out the below fields, which you need to complete:
- Complete the fields with the new user’s details as below:
a) Email : This is the new user’s e-mail address
b) Name: The user’s full name
1) There are two options of setting the new user’s password:
Click the tick box below ‘Send email to user to have them set their password’. The system will then send an e-mail to the address entered above with a link that will take them to our website, prompting them to set up their password.
NB: Kindly notify the user that the link in the e-mail will expire after a while, therefore, for future login, they should go to www.beetoolkit.co.za and bookmark the page for easy access.
2)If they are sitting next to you while setting up, they can just type in their password in the two fields provided.
c) Tool Access: Every user should have access to at least one of the five main functions of the BEEToolkit. You can select one or more functions by clicking on the relevant tick boxes.
The ‘Toggle all’ button will auto tick all boxes underneath.
Back Office for Audit will have to be ticked if your verification agency will be conducting the audit on the tool.
d) BEE Element Access: Select the relevant elements and functions that the new user should have access to:
Sample Analysis would be applicable to a user from your verification agency.
Once all the relevant boxes are ticked, you simply click ‘Create User’.