New individuals may be added using either a user file or manually. To manually add a new user, please select the profile icon at the top right-hand corner of your EverCheck account. You may then select ‘Manage Users’ under the Security section of the drop-down menu. At a minimum, you will need the name and an email address to create a new user. At this time, you can also specify any workgroups they should be designated as well as what notification group they should belong to.
If your account is setup to upload users via a file, the file will be the true source for any updates to your EverCheck user list. This file is set up during the implementation process and is uploaded into EverCheck by your Client Success Manager based on the agreed to frequency.