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User & role management

Provision users, assign roles, and manage account status. Existing-user changes require a reason for change.

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Bulk import

Importing a spreadsheet will not modify people who already have accounts unless you tick update existing users. Rows for existing people are skipped and reported back to you, so a re-import cannot quietly change someone’s role. You cannot alter your own account through an import.

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Password resets

Who may reset a password depends on how many facilities the person works in.
One facility — an administrator at that facility resets the password, as normal.More than one facility — the administrator cannot reset it. That person resets their own password through self-service.
This is deliberate. When someone signs in at several facilities, a single administrator resetting their password would be changing a credential that also grants access at facilities that administrator has no authority over — and those facilities would have no visibility of the change. The interface will explain this rather than failing silently. If a multi-facility user is locked out and cannot self-serve, contact your ES representative; recovery is handled through an audited channel rather than by widening administrator authority.

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Organization configuration

Configure org-level settings and closure SLAs.

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Feature flags

Capabilities roll out behind flags (global → org → user precedence). Ask your ES contact which flags are enabled for your organization.

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Electronic signature setup

Controlled transitions require an electronic signature; signing re-verifies the user’s credential at the point of signing and records the signer, timestamp, and meaning.

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Import validation and invitation handling

Use Validate and import CSV for the current administrator workflow. Successful validation now saves an audited report without creating the predicted records. Actual import and invitation delivery are separate outcomes. Settings also explains outstanding invitation withdrawal, the optional invitation-status display, and the reason requirements for new versus existing sites and licences. None of these changes enables an optional feature for your organization automatically.