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How can I view and manage users in my organization’s Risk Ledger account?

Managing user access and roles within your organization’s Risk Ledger account is straightforward. Below are the steps to view, manage, and remove users, as well as update administrative roles.

Written by ish

Viewing Users

To see all users associated with your organization’s Risk Ledger account:

  1. Log in to your Risk Ledger account.

  2. Navigate to Settings > Users & Roles.

  3. On this page, you will find a list of all users linked to your organization’s profile, along with their assigned roles.

Managing User Roles

You can manage user roles directly from the Users & Roles section:

  • Review the roles assigned to each user.

  • Update roles as necessary to ensure proper access levels for your team.

Removing Users

To remove users from your organization’s profile:

  1. Go to Settings > Users & Roles.

  2. Select the user you wish to remove.

  3. Follow the prompts to confirm the removal.

Note: The Lead user cannot be removed directly. If you need to change or remove the Lead, an administrator must first assign a new Lead before proceeding. Please contact support@riskledger.com to assign a new lead.

💡 If there is anything we haven't covered, please feel free to contact us at support@riskledger.com or alternatively, select the Chat icon in the bottom right corner.

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