How to change the Primary Company for a user

HSE Connect Support Updated by HSE Connect Support

Permissions required: Admin

If you have a user that is transferring branches within your company, you can easily update their Main Company in HSE Connect.

Changing the Primary Company for a user

This can be completed from the Companies Page:

  1. Select the Users tab from the navigation bar
  2. Locate the User and select View
  3. Under Primary Company click the Update button
  4. Select the New Company then Save

You can now find the user in their new Company and with the below settings:

  • Display name, email and login credentials
  • Emergency next of kin contact details
  • Previous Training history

Remaining Profile Setup

When the primary company has been updated, you will then need to add company specific settings to their profile:

  1. From the Companies Page manage their new Company
  2. Locate and open their Profile
  3. Add a Department and any Additional Roles

Ask the User to sign in again

When their profile transfer has been completed, the user will need to sign in again to access their new Company.

When they first sign in, they will be presented with the induction page where they will be asked to complete induction and select a new password.

How did we do?

How to unlock a user

How to Add a New Department

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