How to Add or Delete Workers in the Soter Dashboard

🎥 Watch the Video:

Adding and Deleting Workers

👤 Adding a Single Worker

To manually add a worker from the Activity Page:

1. Click "Create user"
2. Enter:
   • First name
   • Last name
   • Login ID
3. Click Create

→ A QR code will be generated for that worker automatically.

🗃 Bulk Upload Workers (CSV Method)

To add multiple workers at once:

1. Click "Upload user list"
2. Download the CSV template
3. Fill out the template with worker data:
   • Include departments, sites, and job roles (if already set in your dashboard)
   • If not, uploading the form will automatically create these categories
4. Save your file as a .CSV
5. Return to the Activity Page and upload your completed CSV
6. Review the list
7. Click "Back to activity table" to revise, if needed
8. If all looks good, click "Create users"

🗑 Deleting a Worker

There are two ways to delete a user:

1. From the menu next to their name, click "Delete"
2. Use the "User actions" dropdown, then select "Delete"

✅ Best Practices

• Regularly clean your worker list to remove inactive or duplicate entries
• Keep login IDs consistent across uploads to avoid duplication
• Use departments/sites/job roles to help categorize and filter user data more effectively

Related Articles

• Using the Activity Page