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Managing Customer Data

As a testing provider, you have full access to set up and maintain data for each of your customer organisations.

Switching to a Customer's Context​

Use the organisation switcher in the sidebar to switch between your provider account and any of your customer organisations. When you switch to a customer's context, you'll see their data as if you were logged into their account.

What You Can Manage​

For each customer organisation, you can:

Setup Data​

  • Locations — add and manage the customer's workplace locations
  • Departments — set up departmental structure
  • Job Classifications — define role categories
  • Pay Types — configure employment types
  • Test Types — set up the testing methods used

Employees​

  • Add employees individually or via CSV import
  • Edit employee details — location, department, job classification, etc.
  • Activate/deactivate employees
  • Import from UKG Ready (if the customer uses UKG)

Selections​

  • Run random selections for the customer's employees
  • Create manual selections for cause-based or incident-based testing
  • Complete or cancel selection events

Tests​

  • Log tests for customer employees — all tests are tagged with your provider ID
  • Edit test details and add photos/signatures
  • Import test results via CSV or Drager device

Reports​

  • Access all reports filtered to the customer's data

Tips​

  • Always double-check you're in the correct customer context before making changes
  • The organisation switcher clearly shows which organisation you're currently viewing
  • All actions you take are recorded in the audit trail with your user identity

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