Add/Edit User

To add a user to your organization:

  1. Go to View and Manage - Organizations and double-click on the organization you wish to open. The organization's account settings pages are displayed.
  2. Click on the Users tab. A list of users in this organization are displayed. Use the arrows to sort on Full name, Email or Last Logged in columns.
  3. Click on Add User at the bottom of the list.

    4. The Editing panel appears below the user list.

  4. Enter the user's name and email address (the email address forms the username used to log into Risk Intelligence).
    5. The username must be a unique email address (with no other occurrence in your system). The password must be at least six characters.
  5. From the available roles, select which one(s) apply to this user. See User Roles for access details of each role in relation to the various organization types.
  6. You can provide the user with access to additional sub-organizations by adding them in the Authorized to Access field. (This can be set up for users with InvoiceAdmin, MarketingAdmin, User, SiteAdmin and OrgAdmin roles. Users with DomainAdmin and ChannelAdmin roles have automatic access to all sub-organizations underneath this one).
  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.

Edit user

To edit a user in your organization:

  1. Go to View and Manage - Organizations and double-click on the organization you wish to open. The organization's account settings pages are displayed.
  2. Click on the Users tab. A list of users in this organization are displayed.
  3. Click on Edit alongside the user you want to update.

    4. The Editing <user name> panel is displayed at the bottom of the page.

  4. Make the necessary changes and click Save.