How to manage your user accounts in Risk Cloud
The Users module in the Admin section of the app is where user accounts can be created and managed. Please note that you can only access this module if you are in a Role that has the "Admin" entitlement.
To get to the Users module, navigate to Admin > Users module:
Each user in Risk Cloud is associated with a unique email address. Information about the current users in the system is displayed on the Users page.
The Users page is divided into three tabs - Active Users, External Users, and Deactivated Users.
- Active Users can login into Risk Cloud, receive notifications, be selected in User Fields. Active Users count against your license count depending on their platform permissions (Tiers)
- External Users are users who have previous been assigned a form to complete. These users must be outside of your organization and will have access only to a specific Record in a specific Record with a unique tokenized link.
- Deactivated Users contain all formerly Active Users who no longer have access to Risk Cloud.
Deactivate / Reactivate Users
Click the red circle backslash symbol to the far right of the user row to deactivate the user. The user will then be moved to the Deactivated Users tab.
To re-enable a user, click the Deactivated Users tab, then click on the blue checkmark to the right of their name. This user will the be moved to the Active Users tab.
Edit User Details
To access user Details click on the pencil icon next to the user's email address. Here you can update:
Email (Required, Unique): Email address that can be used by Risk Cloud to send notifications to users.
First Name (Required): First name of the user.
Last Name (Required): Last name of the user.
Company: Company of the user.
Date Display Preference: Select the format you want the date to be displayed (MM/DD/YYYY or DD/MM/YYYY).
Time Zone: Select the appropriate time zone for the user.
Tier: A user can be designated as either "Primary", "Secondary", or "Limited". These are meant purely for your license tracking purposes and do not impact any functionality within the platform.
Allow User to Log In Without Single Sign-On: Check this box if you would like the user to be able to create their own password to log into Risk Cloud without authenticating through your SSO solution. This option is only recommended in the case where a user CANNOT authenticate with SSO (i.e. if they are outside your organization; contractor).
If your organization users SCIM Provisioning to manage Risk Cloud users, some of the features described above will not work:
- Activate & Deactivate Users - Rather than seeing the red circle backslash or the blue checkmark, you will see a gray lock icon next to a user. With SCIM, your SSO solution will be able to automatically enable and deactivate users in Risk Cloud
- Editing User Details - You will not be able to update the email address, first name, or last name of the SCIM user. These data points will be automatically populated from your SSO solution.
For detailed information on creating new users please check the article on Creating User Accounts.