Set up your Company Role Inductions

Inductions can be assigned to a specific role whether that person is an electrician, a plumber, or just visiting your site.

You must have Company Admin access to be able to customize your Company Roles for your Inductions

 

2 Ways to Add Company Roles:

1. From your web panel, go to the Company Roles section of your Company Settings. Add the roles you want to create a unique Induction.

(You may click on the trash bin to undo or redo your action)

2. You may upload a CSV file containing a list of your Custom Roles then upload it to the Company Roles section of your Company Settings

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Note: You also have the option to clear the current list of company roles.

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This window will appear, click on Proceed to complete the steps or Cancel to undo or redo the action.

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Your list of Company Roles will auto-populate in your Company Roles section.

(You may click on the trash bin to undo or redo your action)

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You may now start creating your Company Role Inductions!

 

Watch more about Custom Role Inductions here.