Adding and managing users (staff)

Who this is for

Agency administrators. Accounts must exist in Manage Users before staff log in or trainees are enrolled.

Open Manage Users

Admin → Manage Users — search, filter, and manage all agency accounts.

Add a user

1. Add user
2. Required: Username, First name, Last name, Email
3. Access level — agency-wide role (see table)
4. For FTO/Supervisor: check Training programs they work in
5. Save → send Welcome email on their row for password setup

Access levels

Program roles

• Manage Users — access level + Training programs checkboxes (Active Trainee scope)
• Program → Staff tab — FTO, supervisor, or program admin per program

Cannot be active trainee and active FTO/supervisor in the same program.

Welcome email

Row action Welcome email — password-setup link. Requires valid email.

Edit users

Edit — update contact info, access level, programs, profile fields, photo.

Name lock: trainees on any DOR — only DORWORKS developers may change first/last name.

Bulk import

Bulk import — CSV columns: username , firstname , lastname , email , userlevel .

Send Welcome email after import. Enroll trainees separately on Trainees.

New staff checklist

1. Add user (FTO or Supervisor)
2. Check training programs
3. Welcome email
4. Confirm Program → Staff if needed

Need help?

Support or support@dorworks.com