How do I manually add mobile app users to the User Directory?

Before you can send activities to a Kinatico Compliance app user, they must be in your User Directory.


What You'll Need:

  • Administrator access to the Kinatico Compliance portal
  • Have pre-configured the department, role and location the user will belong to on your account (see How do I set up my User Directory’s labels?)
  • Users key details (Employment Type, Primary email address, First and Last Name, Birth Date, Gender)

Time estimate: 2min

Instructions


Step 1: Initiate User Addition

  • Click the +Add User in the main navigation

Step 2: Add the User's Essential Details

  • Select the User Employment Type from the dropdown (Pre-Employment/Full-time/Part-time/Casual/Contractor).
    • ⚠️ To add a Candidate, you need to go to User Directory from the main navigation, then +Add>Add Candidate
  • Enter the required details: First Name, Last Name, Primary Email.
    • The primary email is the email that will receive the invitation to Kinatico Compliance. We recommend using their personal email, as they can use Kinatico Compliance with multiple businesses and this prevents account duplication.

Step 3: Add the User's Home Address (Optional)


Step 4: Add the User's Employment Details

  • Tag the User's Directory labels, Role, Department, and Location are all required.
  • Optional: Enter the user's Position, official title is recommended as this will prefill their occupation on a police check.
  • Optional: Select the users Line Manager to appear in the org chart.

Step 7: Create the User's profile

  • Click Add to add the user's profile to the User Directory.

‼️IMPORTANT: New users in the User Directory do not receive any email correspondence until they are assigned an activity to complete.

  • Invite user(s) in the User Directory to download the Kinatico Compliance app by sending them an activity to complete. They will become Active in your Directory when they accept the email invitation, download the app and accept our Terms and Conditions (in app).

Common Questions

Q: What happens after I add a user to the User directory? A: You will now have the ability to assign activities to the user for completion. When the first activity is assigned, the user will automatically receive an invitation email to their primary email address, inviting them to access the Kinatico app and begin their compliance journey.

Q: Can I add multiple users at once? A: Currently, users are added individually through this manual process. For bulk uploads, you will need to add users through the HRIS integration option. We will soon release the ability to bulk upload users with a CSV file.

Q: What if I make an error in the user details? A: User details can be edited after creation. Simply locate the user in your User Directory List view and select their profile to make necessary changes.

Q. How do I confirm the user has been successfully added? A: Navigate to the User Directory, select List view, locate the newly added user in your user directory.

Troubleshooting

Issue: User not appearing in User Directory List

Solution: 1. Refresh your browser page 2. Check you've clicked "Next" to save the user details 3. Verify you're viewing the correct User Directory section.

Prevention: Always click "Next" after entering user details and wait for the confirmation message before navigating away.

Issue: User reports not receiving invitation email

Solution: 1. Verify the primary email address is correct in the user's profile 2. Check the user's spam/junk email folder 3. Resend the invitation through the user's profile settings

When to escalate: If invitation emails continue to fail after verification, contact technical support for email delivery troubleshooting.

Need Additional Help?

Still have questions? Our team has over 17 years of experience in people screening and verification. Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com

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