Only users with the Risk Engineer Admin role can add users and manage roles. See User roles and permissions.
Users list
The list shows all users with the following columns: Name, Username (and email), Role, Teams, and Last Login. Use the Search Users bar, Teams filter, Role filter, or Last Login date filter to find specific users.Adding a user
1
Click Add User
Click Add User in the top-right of the Users page.
2
Fill in user details
Complete the following fields:
3
Set a role
Choose one of the two available roles:
- Risk Engineer — Create and manage companies, surveys, and recommendations.
- Risk Engineer Admin — All Risk Engineer permissions, plus user/team management and account settings.
4
Assign to a team
Click Assign to team to add the user to one or more teams at creation time. You can also do this later from the user record or from the Teams page.
Team membership controls which client records a user can access. Assign the user to the correct team now — they won’t have visibility into any clients until they’re added to one.
5
Click Create User
The user is created and will receive an invitation email to set their password.
User record
Click any user in the list to open their record. The record has two tabs: User Overview — Shows the user’s details and permissions:- User Details: First Name, Last Name, Email, Username, Contact Number
- User Permissions: Role(s) assigned to the user
Editing a user
Click Edit User on the user record to update their details, role, or team memberships. When editing your own profile, you can also:- Change Password — Update your login password.
- Multi-factor authentication — Enable or disable MFA on your account.
- Notification Settings — Toggle email notifications on or off.