Nav Menu » Settings \ User Admin

1. From the Nav Menu on the left-hand side of the screen, select Settings then User Admin.

You are now on the User Admin screen. From here, you can Add and Edit Users, or even check User Logs.

2. To Add a User, click the Add box. The Add User screen will then appear.

Fill in the Required fields which are First Name, Last Name, Email address, and Office.

Add as much additional information as possible and a Photo if you wish.

Next, assign the newly created User to a Permission Group. If you have just created a New User you will be taken directly to the Permissions Matrix, or If you are Editing an existing User, to promote/demote them, click the checkbox to the left of Edit next to the User you're interested in. You may then click the Actions box at the top of the screen and click Set Permissions. For example, if you want the user to have Read Only access, choose Read Only from the Read Only column for the Offices you’d like. After you are finished, click Save. Or promote a User to Org Admin status by checking the Org Admin checkbox as shown below.

3. To Edit a User, simply click the Edit button next to the User’s Name.

4. From the Edit User screen, you may change a user’s information. When you are satisfied with the changes, click Ok. You may also click the More Settings box to view the Person associated with that User, change the User Address and also add Notes and Media.

5. In the Person View screen, you can change a Person’s status to Deceased or choose if they’re a Juvenile. You may also Edit the Person by clicking the Edit box. You can also Disable the Person by clicking on the Actions box and clicking Disable. If you have an address for this individual, click the Add Address box and fill in as much information as you can. Similarly, if you have Notes or Media to attach to this individual, click those Tabs and add that information.

6. From the Actions Box, you can Send a Verification Email, Set Permissions, Add a User to a Group, Set Supervisors, Add External Users, Remove External Users, Unlock Users if they've entered their password incorrectly one too many times, and Deactivate or Activate Users.

By clicking the Actions box and selecting Send Verification Email, that will send any User a Verification Email (which will force them to change their password) The User must respond to that request, and verify their email address before they can access the system again.

As shown below, the user must now click the “Confirm your email address” link which will confirm their email address before they can proceed to the software login screen.

Once SAFE has confirmed your email address, it requires each user to have a unique username and password that must be entered each time a user logs on. Password strength parameters are enforced by the application and include: Password lengths of 10-128 characters, passwords cannot contain 2 identical characters in a row, must contain at least 3 character types out of 4 (upper case, lower case, numbers, and special characters), and passwords cannot be “reused” for one year. In addition, accounts are locked after 5 failed login attempts for a duration of 1 minute or until they’re unlocked by an administrator.

Failed Login example:

Upon successful new email verification and password entry, you will be taken to a screen that says "Your Password has been set", and you will then be able to log into the software by clicking the Login button and proceeding from there.

7. From the User Admin screen, click the User Logs field to see who has logged into SAFE.

This will initially show you all login attempts for all Users.

If you would like to see how many times a specific User has logged into SAFE over the course of a date range, enter a Start Date, and an End Date, specify Users and click Search.

The User shown (Axel) has not logged into SAFE in 2022.

8. If Enable User Supervisors has been set by an Administrator in Settings \ Organization \ General (tab) \ Org Settings (sub-tab),

you may either set a Supervisor for a single User via Add or Edit (if dealing with an existing User),

or click the Actions box once a User(s) has been selected and then click Set Supervisors.

Upon doing so, you can select an individual User (internal or external), multiple Users, a User Group, or multiple User Groups to 'set' as the Supervisor(s) for that User.

V120 Update: You now have the flexibility to assign any user, including external users, as a supervisor!

The Supervisors User Group has been chosen as shown below.

You will receive a pop-up letting you know that Saving will overwrite existing supervisors with selected User(s)/User Groups(s).

We now see our User (Axel Foley) has the Supervisors Group (of which there are some members) attached to his User Account as his Supervisor.

9. To Add External Users in Settings \ User Admin, click the Actions box and choose Add External Users. Next, enter their email address and click Add External.

10. Click the Export box if you would like to export Selected Users list to a comma separated value (.csv) file.

11. As a safeguard to prevent password hacking and brute force attacks, the software requires each User to have a unique username and password that must be entered each time a user logs on. Password strength parameters are enforced by the application and include: Password lengths of 10-128 characters, passwords cannot contain 2 identical characters in a row, must contain at least 3 character types out of 4 (upper case, lower case, numbers, and special characters), and passwords cannot be “reused” for one year. In addition, accounts are locked after 5 failed login attempts for a duration of 1 minute or until unlocked by an Administrator.

If you go into Setting \ User Admin, the User who has been locked out will have a lock icon in the Active Column, otherwise, they are no longer locked out.

Only an Org Admin can select the User and click the Actions box drop-down menu to Unlock the User.

12. A User Lockout is different from a Disabled User Account, which can only be re-activated individually by an Organization's Administrator.

Once a User account has been disabled, the ONLY way to individually re-activate it is by contacting YOUR Organization's Administrator.

Once a User Account has been re-activated, another Verification Email will have to be sent.

This is different from an Org Account being Disabled.

Once an Org account has been disabled, the ONLY way to re-activate it is by contacting Tracker Products Support at 855 517-6381.

Once re-activated, Organization Administrators (Org Admins) will be sent a Verification Email by Tracker Products Support which they will have to respond to.

After the Org Admins (who were sent Verification emails) verify themselves to the system, they will be allowed to proceed with the login process.