12. How to Add or Delete Workers in the Soter Dashboard

🎥 Watch the Video:
Adding and Deleting Workers

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👤 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.

💡 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
• Select and apply the appropriate categories

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🗃 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
   • Click “Back to activity table” to revise, if needed
7. If all looks good, click "Create users"

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🗑 Deleting a Worker

There are two ways to delete a user:

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

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✅ 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

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Related Articles

• Using the Activity Page