Adding a New User to Your Account

Need to add a team member to your account? Here are the steps to add a new user.

(Note: Only Admins can add Users.) 

Click here for a training video on How to Add/Edit/Deactivate User.

  1. In the Walsh Dashboard Menu, Under Setup, Select Users.

  2. Click the Add User button.

  3. Fill out all of the mandatory fields highlighted with a red asterisk.

  4. Assign the user with the appropriate Walsh Roles.

  5. When complete, click the Save button.

  6. After creating new users, you will be asked if you want to assign this user to an assignment. You have the option to Add Now or Later.

Please note you must add the User to an assignment for each applicable role for them to appear in an inspection. Click here for instructions and see under the People section.

Summary

If you want to add a new user, you can access the Users Portal under Setup in your Walsh Dashboard Menu.