How to Add Inspectors and Users to Your Company
HOW TO ADD INSPECTORS AND USERS TO YOUR COMPANY
Google Chrome is the browser that best supports TCE.
You need to be listed as a company administrator to add inspectors and users.
Step 1. From the home screen, click on the “My Service Provider” tab or icon.
Step 2A. Adding an Inspector: All members or associates of your company who perform inspections/testings/cleanings or do repairs should be listed as inspectors in TCE. To add an inspector to your company, click on “Edit.” When someone has been added to your company as an inspector, you will have the option to select them as the person who performed an inspection when you are entering a report. Adding someone as an inspector does not mean that they now have an account that will enable them to submit reports. If you need to add a user (someone who can enter reports), skip to Step 4A.
Step 2B. Click on “Add Inspector.”
Step 2E. If this inspector has multiple licenses, click on “Create and Add Another License.” If you are finished, click “Create.”
Step 2F. If you need to see or edit information about this inspector, click on their name where it appears in bold.
Step 3A. Adding a user: To add a company user (someone who will be entering reports or researching premises), return to your home screen and click on the “Users” icon.
Step 3B. Click on the “Create User” icon. It is the plus sign in the right hand corner.
Step 3C. You will need to fill in the boxes with information for this user. “Title” is an optional field. There are two options for “User Type”: “Company User” and “Company Administrator.” If you make someone an administrator, they will be able to edit your company’s information, add and disable users, and view financial information. Once you have verified that this information is correct, click “Create.”
Step 3D. You can now find this user listed under the “Users” icon. If you need to edit their information, click on their name where it appears in bold.
Step 3F. You can now edit any of this user’s information. If this person has left your company, you can lock their account by unchecking the box next to “Account Enabled” and checking the box next to “Account Locked.”
Step 3G. Click update at the bottom to save changes.
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