Managing the Users/Administrators of your WERCSmart account


TABLE OF CONTENTS

Click on one of the scenarios below to navigate to that location within the article.

Scenario 1: How to add a User/Administrator to your account.  


Please use the following steps to add a new User/Administrator to your account:

  • Select your name in the top right corner of the WERCSmart home page and select the "My Account" option.

    • Please note that only active Administrators are able to add new Users/Administrators to the account. 

  • Select the option listed in blue titled "Add New User". 

  • You will now see a pop-up where you can enter the information for the new user, please fill out all information in this box and select "Save". 

    • There is an option where you may select either "Administrator" or "User" for the new account. 

      • Selecting "Administrator" will allow the new member to reset passwords, submit new registrations, add new Users/Administrators and update the account payment methods.

      • Selecting "User" will restrict the new member to only being able to update and resubmit already existing product registrations within the account.

    • You may check the box to the left of "Send Notifications" to ensure that the member will receive notifications.

    • If your company uses "Purview" services, please also check this box within the pop-up. 

  • The newly added Administrator/User should receive an email notifying them that they have been added to the WERCSmart account.


Scenario 2: How to remove a User/Administrator from your account.


Please use the following steps to remove a User/Administrator from your account:

  • Select your name in the top right corner of the WERCSmart home page and select the "My Account" option.

    • Please note that only active Administrators are able to add new Users/Administrators to the account.

  • Find the User/Administrator that you would like to remove and select the three dots to the right side under "Actions".

  • After selecting the three dots, you will see a dropdown list. 

  • Please select "Deactivate" from the list to remove the User/Administrator. 

  • A pop-up will be generated asking you to confirm that you would like to deactivate the User/Administrator, select "Approve" to complete this action. 

  • An additional pop-up will be produced stating that the User/Administrator was deactivated successfully, please select "Close". 


Scenario 3: How to update the Primary Administrator of your account. 


Please use the following steps to update the Primary Administrator of your account:

  • Please select your name in the top right corner of the WERCSmart home page and select the "My Account" option.

  • On the "Company Information" page, you may now select the "Edit" option listed in the top right corner of the box showing your current company name and address. 

  • You may now update the information of the Primary Administrator by filling out the boxes.

    • The boxes labeled "Contact" and "Contact Email" are where you can edit the Primary Administrator contact information.

  • After making your desired updates, please select "Save" to save the information.  

Special Notes: 

You may have as many Users/Administrators as you would like on the account. We advise deactivating any members of the account when their responsibilities no longer encompass WERCSmart registrations or if they've left your organization.

For the security of your product data, including ingredients, you are encouraged to manage your users appropriately and not share usernames and passwords.


Setting up additional trusted Administrators can help:

  • Expedite progress when you are unavailable to review and approve time-sensitive product registration submissions.

  • Assist with cleaning up outdated team user account information – Since WERCSmart activities are date-stamped, deleting accounts is not possible. Instead, Administrators indicate whether a user account is active or inactive.

  • Validate whether your account is in good standing – during annual subscription and renewal time, having an additional Administrator contact can assist in facilitating subscription/renewal payments in the case of your absence.


Here is a full walkthrough to add/remove a User or Administrator as well as update the Primary Administrator on your account:

  • Please select the arrows in the bottom right corner of the attachment below to proceed through each step. 

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ADDITIONAL RESOURCES

>What if our Administrator has left the company?