SoterHelp Center

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. 1Click "Create user".
  2. 2Enter the first name, last name, and login ID.
  3. 3Click Create.

A QR code will be generated for that worker automatically.

Note: New users are not linked to any site, department, or job role by default. To assign these, click the menu icon next to their name, then select and apply the appropriate categories.

Bulk Upload Workers (CSV Method)

To add multiple workers at once:

  1. 1Click "Upload user list".
  2. 2Download the CSV template.
  3. 3Fill 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. 4Save your file as a .CSV.
  5. 5Return to the Activity Page and upload your completed CSV.
  6. 6Review the list.
  7. 7Click "Back to activity table" to revise, if needed.
  8. 8If all looks good, click "Create users".

Deleting a Worker

There are two ways to delete a user:

  1. 1From the menu next to their name, click "Delete".
  2. 2Use 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