Adding Users

Learn how to add and grant users permission to use OnStation.

Creating Users that work directly for your Organization

1. On the left of your screen, you will see a tab selection menu that resembles the photo below. Select the "Team" option
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2. You will now see a screen that looks like this. As you add users, they will all be visible and listed below, on this page as well.
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3. At the top of this page above the search bar, you will now be able to click "add user"
4. Fill out the "ADD NEW USER" form
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5. After inputting all required information click the "add user" button at the bottom right corner
6. You will now see your new user added to the list of current users within the organization!
7. CELEBRATE!! You have successfully added a new user within the OnStation Management Portal. Well done!

Creating Users that work directly for a different Organization 

In the event that you have someone who is doing work for you but doesn't work directly for your company, a contractor for example, you can still create their account and organization.  These users are called "Linked" Users and will show under your team with a "Linked" image indicator denoting they don't work directly for you. 

1. On the left of your screen, you will see a tab selection menu that resembles the photo below. Select the "Team" option
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2. You will now see a screen that looks like this. As you add users, they will all be visible and listed below, on this page as well.
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3. At the top of this page above the search bar, you will now be able to click "add user"
4. Fill out the "ADD NEW USER" form
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5. In the Organization section you will see that your company name will appear as the default.  You will want to change that to this users actual company.  Look to see if the Organization already exists.  If it does not, type in the name of the other company.   You will then see a pop up that asks if you want to create this organization.  Click "OK"
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Associating Users that already have an OnStation Account

In the event that someone already has an OnStation account but you want to link them to your organization as well, use the following steps to associate their account to your company:

1. On the left of your screen, you will see a tab selection menu that resembles the photo below. Select the "Team" option
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2. You will now see a screen that looks like this. As you add users, they will all be visible and listed below, on this page as well.
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3. At the top of this page above the search bar, you will now be able to click "add user"
4. Then select "FIND EXISTING USER"
5. You can then use the email address, last name, or organization to find that user or user(s) and then search
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6. Click Select next to the persons you want to link / add to your organization.