Add User to an Organization

This topic describes how you can add users to your organization or your customer organizations - so that they can access the areas of the system they need to e.g. scanning, reporting, billing etc.

  1. Go to View and Manage - Organizations.
  2. Double-click on the organization to which you want to add a user.

    3. The Account Settings - Billing tab is displayed.

  3. Click on the Users tab. A list of this organization's users is displayed.
  4. Click on Add User at the bottom of the page.

    5. The Editing panel appears below the user list.

  5. Enter the user's full name and email address (the email address forms the username used to sign in to Risk Intelligence).
    6. The username must be a unique email address (with no other occurrence in your system).
  6. From the available roles, select which one(s) apply to this user. For full scanning and reporting access to the system, select the 'ChannelAdmin' role.
  7. If you want to send password reset instructions to the user's email address, select Send Password Instructions.

    8. If this is unsuccessful, you can choose to enter a password for the user in the Manually Set User's Password fields.

  8. Click Save. The user is added to the list - and will receive an email with a link to reset their password.