Add as many users as you need to collaborate on completing you security profile. This helps colleagues with responsibility for different risk domains to easily keep their sections up to date and makes the process of maintaining your security profile quick and simple.
We recommend representatives from the following teams in your organisation should be added as users to fully actualise the time and effort savings other organisations benefit from by using the platform.
Compliance | Ownership of the Risk Ledger profile. |
IT | Ownership of IT Security controls. |
Security | Maintaining the profile data and security controls. |
Sales | Managing the client list and connection requests. |
To add, edit, manage or delete users, you must be signed into an account that has been assigned the Lead User role or an Admin User role.
Add User
Navigate to the Settings page and click into Users.
Click on Add New User
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. At this point you can also assign the user a role.
Once the new user is added, they will receive an email from Risk Ledger directly with individual login details for them to sign up.
Assigning Roles
You can also assign a "role" to the user which determines the permissions they will hold on the account. The role options are:
View - Can only view the data available to your organisation.
Edit - Like View, but can also do most activities such as editing the assessment, posting comments, managing policies, and more.
Admin - Like Edit, but can also manage users and organisation-wide settings.
Note: If your organisation uses both the client and supplier side of the product, you'll be able to select roles that have access limited to only one side, if needed.
Edit Users
💡 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 a user's details or User Role please follow the steps below.
Log in to the Risk Ledger platform with a Lead User or Admin User account.
Navigate to the Users section on the Settings page.
Locate the user to be edited under the Manage User's table.
Select the Edit button on the column to the right of the table. A pop up will appear.
Edit the user's details and role.
Click the Save button to save the changes.
Delete User
Navigate to the Settings page and click into Users.
Locate the user to be deleted under the Manage User's table.
Click the Delete button on the column to the right of the user's details. A pop up will appear asking you to confirm deletion.