Last updated 19 May 2025

User Administration

Adding and Amending Users

Here you can find answers to all the most frequently asked questions we receive about adding and amending users in the Admin section on Every Compliance.

Please note:

To make amendments to users you must have Admin access. If you do not, and want to make changes please refer to an Admin user within your organisation.

How do I add an individual user?

Step One

Use the navigation bar to the left to scroll down and click the Admin option. Within the Admin section, you can add users individually by clicking the Add User button located in the top, left-hand side of the section.

Step Two

You will then need to populate the key information of the user, including their email, user level, first name, and surname.

Step Three

In the expandable, green Password Settings tab to the right-hand side you will be asked for an Admin Password to authorise these changes. This is your own password. You can then enter a password for that user to use when logging in for the first time. The user will be promoted to change their password on their initial log on.

Step Four

Once you have completed this information and you are happy to add the user, you can click Save at the bottom-right of the page.

How do I import multiple users via excel import?

If you prefer to enter multiple user details at once, you can use a spreadsheet. This spreadsheet is downloadable directly from the system and will need to be re-downloaded each time you choose this method to add further users.

Step One

Use the navigation bar to the left to scroll down and click the Admin option. In the Admin section, go to the blue Import Users and LDAP tab. Scroll down until you see the green Download User Accounts Import Spreadsheet button and click on this.

Step Two

The spreadsheet will then download. Once completed, you can then use it to fill in the new user details, including their first name, surname, email address, and password. These are mandatory fields. You can also add additional information, such as job title, within the other optional columns. If the user level column is left blank then staff will be automatically allocated as Issue Only.

Step Three

Once you have completed the spreadsheet, you will need to save it somewhere on your computer and import the information onto Every by clicking the Choose File button on the same Import Users tab and then the green Upload User Information button.

How can I add users directly from my property's active directory?

The LDAP features within the Admin area allow you to pull user information from your school's active directory into Every without having to manually enter any user details. If you decide to use this option, your IT team should be able to follow our specific Adding Users via LDAP guide.

Our customer services team will be happy to help if you encounter any problems.

What are the different user levels?

When choosing a user level, consider what responsibilities the user will have when it comes to accessing and managing the information on the system. Every offers 4 user levels, allowing your school to specify the abilities your users have when it comes to adding, viewing, and editing items.

The user levels are broken down into the following:

Admin

Admin users have access across the whole system. They can access and manage the Admin and specific module Settings sections. This is often the most appropriate user level for School Business Managers and IT staff.

Standard

Standard users have access to the whole system, but they cannot access or manage the Admin and specific module Settings sections. This is often the most appropriate user level for Site Supervisors.

Basic

Basic level users have limited access to the system, enabling them to add items such as activities and contracts, but they can only view and edit items assigned to them specifically.

Issues Only

This is the most common user level in a school. It gives users restricted access to the system with the ability to view any assigned policies and documents, e-learning, log issues and incidents, and view any issues or incidents that have been previously raised.

How do I change a user's access level?

Step One

Use the navigation bar to the left to scroll down and click the Admin option. From the blue Users tab, you can view the table of active users within your property. You can search for an individual user and click the pencil next to their details to take you to an Edit User page.

Step Two

Here you can change the users access level by amending the User Level field using the drop down menu.

Step Three

Once you have completed this information, you can click Save at the bottom-right of the page.

How do I change a user's module access?

Step One

Step Two

On the right-hand side of the Edit User page there are several green options, which can be expanded when clicked.

Choose Module Access. This will allow you to turn certain modules off for users. This is only applicable to users with Basic, Standard, and Admin user levels.

Step Three

Once you have completed this information, you can click Save at the bottom-right of the page.

How do I change a user's category access?

Please note that category access is granted automatically. If you need to disable or amend access please follow the steps below.

Step One

Step Two

On the right-hand side of the Edit User page there are several green options, which can be expanded when clicked. Choose Category Access.

Step Three

Here, you can limit users' access so they don't see items within chosen categories by ticking or unticking the categories within the Search or Select (Issue/Activity/Contract/Document/Risk/Project) Categories drop-down menu.

Step Four

Once you have completed this information, you can click Save at the bottom-right of the page.

How can I amend multiple user preferences in one action?

Step One

Within the Admin area on Every, go to the User Administration tab, and the click Users.

Here you will see a table with all the users connected to this property across all user levels.

Step Two

Before selecting the users, you want to amend, you may want to filter the table down to only view the users you are looking to amend. To filter by a user’s email address, name, user level or a user group they are attached to, use the magnifying glass icon at the top of each of these columns on the main user table. If you’d like to filter by a keyword, use the Users Search menu above.

Step Three

In the action column on the right, you will find each user listing has a checkbox next to it. You can use this to select multiple users at once. The action column header also has a checkbox which will select all listings in the table below in one click. This is particularly useful if you have already filtered the table to only show ‘Issues Only’ users, for example.

Step Four

With your selection made, go to the ‘Please select action…’ dropdown above the table, and choose the appropriate action from the list. These options are:

Edit User Details - In this window you can change the user level, job title, module access, email notification settings, and password settings for batches of users in one go.
Edit User Groups - Use this window to update the user groups for multiple users by adding, removing, or overwriting batches of users in a single action.
Edit Category Access - This window lets you add or remove category access for multiple users at once. Modules within Every Compliance have their own module specific categories, and this menu lets you add the right users to the correct, module-specific categories.
Edit Default Pages (Issues Only Users) - This window is just for making changes to Issues Only users. It lets you change the default start page and page visibility for batches of Issues Only users in one go, so you don’t have to enter all these preferences on a user-by-user basis.
Archive Users - Use this option to archive multiple users in one action.

Once you are happy with your changes in the relevant edit window, make sure you click the relevant ‘Save’, ‘Update’, or ‘Confirm’ button to apply your changes.