Adding Platform Users

Should your organization need to add a new Platform Administrator, please email support@compliancehr.com.

Click your name on the top right corner.

From the drop-down, select “Configure Platform Users”.

If user groups are being utilized, select "User Group" that the "New Platform User" will be associated with from the drop-down list.

Select +New Platform User

Fill in the name, email, department, and select permissions check the box next to the applications the platform user should have access to.

For example, if you check the box next to "Reference Center," the platform user will be able to run the Reference Center application.

Select Jurisdictions for the solutions should NOT be checked for platform users. If it is checked, then the platform user(s) can change the jurisdictions set by the Administrator.

For Navigator IC, Navigator OT, and Document Center - Leave, platform users will only see the reviews, evaluations, and forms they create by default. If you want a platform user to see other records, you can select the "View other..." option. You can either give the platform user the ability to see all of the records created for their company or give the platform user the ability to see records created by platform users in their same department.

Only solutions subscribed by your organization will appear as options to select for "new platform users."

Save, and the new platform user will receive a welcome email allowing them to register and access the Navigator Suite Platform.

Adding Platform Users

To provide access to new users take the following steps.