To view, add or edit Users click on the Settings cog, then go to Security. From here, you can go to Users or User Access Editor.

Select Users from under the Security dropdown. From the User summary page, select Add in the top right corner

Fill in the User Details section by including the user's name, and their email address as a minimum.

Here, you can also include the user's email signature under the Signature tab, to populate when the user sends an email from the system, and you can also upload their electronic signature (details below).

You also have the ability to view the 10 most recent sessions for each user under the Sessions tab.

Where required, an expiry date can be set on user profiles. This will remove that User's access to the system after the specified date by deleting the profile.

If the user has any outstanding tasks assigned to them at the time their profile is set to Expire, a notification email will be sent to your account key contact advising them to reassign these to allow the user to be successfully deleted. For guidance on how to re-assign tasks in the system, please head to our Reassigning Tasks article.

An electronic signature can be uploaded into a User Profile, which will then be auto-populated into any form that requires the user’s signature. This saves the user time from printing a copy of a form, signing it, and uploading it back into the system.

You will need the signature file in a .png or .jpg version and be 300px x 100px in size. To get a signature file, we recommend signing a blank piece of paper and scanning that onto your computer then cropping the image as required.

To upload the signature move to the Signature tab then select the Upload button in the Signature Image section or drag and drop your image file across.

Once you have selected the signature file, the signature will be updated to the User Profile. Once complete, click Save.

To Preview the signature, you can click the Edit button for the user profile, and the signature will be visible.

As our system holds a lot of sensitive information, specific User Profiles have been created to manage the varying levels of access to the system. To understand more about the different User Profiles, head over to our User Profiles article.

Once you've completed and saved the User Details above, scroll down to the User Types section as seen below and select from one of the options available.

For an in-depth description of each of the different levels of access, please head to our User Profiles article by clicking here.

After you've selected the relevant User Type, you'll then be required to select the policies and/or workplaces that the user requires access to from the second dropdown.

If the user requires access to all workplaces, select 'Select All' from the drop-down or alternatively, expand the relevant drop-down to select the relevant workplaces.

When a user has access to a policy or workplace, this means that when they log in, they will see all data for that workplace including injuries and claims assigned against it, as well as being able to run reports for that workplace.

Users can be set up to receive particular notifications from the system.

The user will only receive email notifications related to the records assigned to the policy and workplaces that they have access to.

My Alerts Email: This email will list any alerts that are assigned to the subscribing user, that are overdue and those due within the next 7 days.

Overdue Alerts Email: This is a daily email that will be sent to the user if / when they have any overdue alerts in their name. It will list all the overdue alerts (in their name).

Weekly Alerts Email: The user will receive an email every Monday notifying them of alerts, such as forms required for completion and outstanding actions, that are due for the coming week and those that are overdue, for the workplaces that they have access to.

CC Me on Emails: When selected, this user will be cc'd directly into any e-mails that they send from the system.

To edit an existing user, select the Edit icon on the row of the user you wish to edit.

To edit user details (Type, Name, Notifications) simply edit the appropriate fields or tick/untick notification, then once updated, select Save.

If your client account has access to other Solv applications, you can provide an existing SolvInjury user with access to them via their user profile.

To do this, select the Edit icon on the row of the user.

This will direct you to the User details and Settings page for that user. Scroll down the page to the User Types sections and select the Add option under their existing User Type and Access.

Click on the User Type drop-down to view a list of all available user types across each system and select the applicable user type. For an in-depth description of each of the different levels of access, please head to the relevant system Help Centre for definitions.

After you've selected a User Type, you'll then be required to select the business unit/s that the user requires access to from the second dropdown. If the user requires access to all business units, select 'Select All' from the drop-down or alternatively, expand the relevant drop-down to select the relevant business units.

If you are unable to see additional user types in the list, you may not be set up as an admin user in the other system/s. If you aren't, reach out to our Support team for assistance with this.

There is a user-specific setting that limits the amount (cost value) that a user can either add or Approve for a Payment.

These are managed through two different checkboxes; Payment Limit and Approval Limit. If there is a value specified in either setting, then that limit will apply when the user is either adding or Approving a Payment.

There is an account setting to allow Automatic Approvals. Solv's Support Team can assist you in turning this on if required. When turned on, this will allow users to not need to manually approve lower value payments up to a certain amount.

In the User settings, if the account setting is turned on for Automatic Approvals, there is a checkbox visible for each user labelled 'Automatic Approval Amount (if different to the Account setting)'. Turning this on allows a user to specify a smaller Automatic Approval amount than the account setting (this value cannot be more than the account setting).

Limits need to be between $1.00 and $99,999,999.00. If a user needs to have no limit (not be able to do these actions), it is recommended to add a limit of $1.00.

To delete an existing user from the system, select the Edit icon on the row of the user you wish to delete.

This will direct you to the User Details and Settings for that user. Scroll down the window to the very bottom of the page and select Delete User.

Please make sure to remember the following:

If the user has any outstanding tasks, or if they have been assigned as an Injury Manager or Claims Manager, these tasks and records will need to be reassigned to another user first. The system will prevent you from deleting the user until this is completed.
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For guidance on how to reassign tasks or managers in the system, please head to the relevant article;

Reassign Managers

Reassigning Tasks