How to Add & Manage Users for Clients
Kian avatar
Written by Kian
Updated over a week ago

The following internal stakeholders should be added as users to effectively embed Risk Ledger into your wider supply chain management processes and actualise the time and effort savings other organisations benefit from by using the platform.

Here is a table of recommended users to have on the platform and the responsibilities of each:

Information Security

  • Ownership of the Risk Ledger profile.

  • Set and maintain security policies.

  • Review suppliers' security profiles.

Data Protection

  • Set policies for the supply chain data protection risk domain.

  • Review data protection risk domain on supplier security profiles.

Procurement

  • Manage supplier invites to the platform.

  • Set policies for supply chain procurement risk domain.

  • Visibility of supply chain risks.

πŸ’‘To add, manage or delete users, you must be signed into an account that has been assigned the Lead User Role or Admin User Role.

Add Users

  1. Navigate to the Settings page and click into Users.

  2. Click on Add New User.

  3. Enter the first name, last name and email address of the colleague you would like to add in order for the invitation to be sent out. You can also assign the user a role.

  4. Once the new user is added, they will receive an email from Risk Ledger directly with individual login details for them to sign up.

Admins of the organisation will also be able to do this by selecting the "Add Users" option within the side menu, this can be seen below:

Assigning Roles

You can also assign a "role" to new users which determines the permissions they will hold on the account. The role options are:

  • View - This role can only view the data available to your organisation.

  • Edit - All the permissions in view, plus the ability to do most tasks such as:

    • Edit your organisation's assessment.

    • Posting comments.

    • Managing policies.

    • Launch discussions.

    • Respond to discussions.

    • Approve security profiles.

    • request remediation.

    • Accept connection requests.

    • Create connection requests.

  • Admin - All the permissions in edit, plus the ability to manage users and organisation-wide settings.

Edit Users

πŸ’‘You cannot edit or delete the Lead User account role. To change the User that has been assigned the Lead User role, please contact us at support@riskledger.com

To edit an existing user's information or user role, please follow the below steps;

  1. Log in to the Risk Ledger platform with a Lead User or Admin User account.

  2. Navigate to the Users section, which is located on the Settings page.

  3. Locate the user to be edited under the Manage User's table.

  4. Select the Edit button on the column to the right of the table, this will cause a pop up to appear.

  5. Edit the user's details and role.

  6. Click Save in order to keep the changes that have been made.

Delete Users

πŸ’‘You cannot edit or delete the Lead User account role. To change the User that has been assigned the Lead User role, please contact us at support@riskledger.com

In order to delete a user, please follow the below steps;

  1. Log in to the Risk Ledger platform with a Lead User or Admin User account.

  2. Navigate to the Users section on the Settings page.

  3. Locate the user to be deleted under the Manage User's table.

  4. Click the Delete button on the column to the right of the user's details.

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