This article will detail popular user management queries that we receive for our RiskScreen platform.
You can either scroll through this article to learn more about the types of record queries we receive, or use the below navigation bar to skip straight to your desired area.
Contents
How do I add new users to my RiskScreen (Core) solution?
How do I remove users from my RiskScreen (Core) solution?
How do I promote/demote users in my RiskScreen (Core) solution?
How do I re-enable a suspended/deactivated users RiskScreen account?
Is there a limit to how many users I can have?
How do I add new users to my RiskScreen (Core) solution?
As an Admin user - you have the ability to invite new users to access your RiskScreen solution.
Firstly, select 'Manage Users' from the bar at the top right hand side of your page, when logged in, as shown below:
Scroll to the bottom of your user management page, you will see the following:
Enter in the new users email address, they will receive an email inviting them to the platform.
Upon inviting a new user to your account, the user will receive an email inviting them to complete the set up of their account.
We would recommend any potential users having the following emails added to their contacts, to prevent the email being blocked by a fire wall
How do I remove users from my RiskScreen (Core) solution?
In order to remove a user from accessing your RiskScreen (core) solution, select 'manage users' from the bar at the top of your home page.
From here, you will be presented with a page containing all of your active users.
To the right of your users name and email, you will see the titles Role, Promote and then 'Remove'
Simply click 'Remove' on the selected users account you would like to disable.
How do I promote/demote users in my RiskScreen (Core) solution?
Firstly, select 'manage users' from the bar at the top of your home page.
From here, you will be taken to a page that will show you all of the active users you have within your account.
Next to your users name and email, you will see the following options.
1) Role - this will either state 'standard' or 'admin'
2) Promote - this will state either 'demote' or 'promote' dependant on the users current access privileges.
3) Remove - this can be used if you would like to remove a users access from your account
From here, you can edit your users permission.
How do I re-enable a suspended/deactivated users RiskScreen account?
Firstly, select 'Manage Users' from the bar at the top right hand side of your page, when logged in, as shown below:
From here scroll down to 'Disabled Users' and select 'Enable'
Is there a limit to how many users I can have?
No, you can add as many users as you wish to your RiskScreen platform.
Your RiskScreen usage is controlled by your Search Credits/Tokens - not by the number of individual users you have active.
Please note that for all of these functions, you must ensure you hold Admin level permissions for RiskScreen. Should you not be an Admin on the system please contact your own internal Admin who can provide permissions