How to Complete the User List Template
Use the User List Template to send Pearson Safety Solutions the information needed to create user accounts and assign the correct training.
Download the template
Download the User List Template and complete one row for each user you want added.
What to include for each user
First Name, Middle Name (optional), Last Name
Enter the user’s legal name as you want it to appear in the system.
User ID / Recommended Email
Use one of these formats:
- Option 1: company or personal email address
Example:suser@PearsonSafety.com - Option 2: first name, last name, and company abbreviation
Example:Sample.User.PSS
Password
You can provide your own password, or Pearson Safety Solutions can coordinate this with you. (A minimum of four characters is required.)
A general example password is:
Safety123!
For new administrators, use a unique password if needed. They can update it later.
Email is highly recommended.
If possible, enter the user’s email address so they can receive login and training-related communications.
Role
Choose one training plan/role per person so the correct curriculum can be assigned.
- These roles should reflect the ones discussed with your Safety Manager
Role2
Use this field only if the user needs an additional or secondary role.
Site
Enter the site, branch, plant, office, or location the user should be associated with.
This is helpful when users need to be grouped by location or assigned training based on where they work.
Example: 1001 - AL
Department
Enter the department, team, or functional area the user belongs to.
This can help with internal organization, reporting, and assigning training to specific groups.
Examples: Office, Operations, Maintenance, Safety
Employee ID
Enter the user’s employee ID or internal identification number, if your organization uses one.
This can help distinguish users with similar names and support internal record matching.
Profile
Most users will use the Default profile. Your company's adminitrative personel should receive an Administrator or Company Administrator profile.
Example row
A completed row may look like this:
- First Name: Sample
- Middle Name: Sample
- Last Name: User
- User ID / Recommended Email:
Sample.User@PearsonSafety.com - Password:
Safety123! - Email:
Sample.User@PearsonSafety.com - Role: Role1
- Site: 1001 - AL
- Department: Office
- Employee ID: 9127
Before you send the file
Before submitting the template, confirm:
- each user has their own row
- the name fields are complete
- a role is selected for each user