Managing Users and User Groups

Managing Users

Active Directory Integration
What is RiskTool Directory Sync? RiskTool User Directory Sync (RUDS) is a utility that adds, updates, and deletes users and organizations in your RiskTo...
Mon, 18 Mar, 2019 at 9:33 AM
Adding Users
Users give your employees and associates access to your System. You can add Users in RiskTool using three methods - manually, uploaded using the User Import...
Wed, 19 Dec, 2018 at 9:59 AM
Deleting or Disabling Users
To delete or disable an existing User navigate the following steps from the main dashboard in the System: Select the blue "Manage Users" button...
Wed, 19 Dec, 2018 at 10:00 AM
Editing Existing Users
To edit an existing User navigate the following steps from the main dashboard in the System: Click the blue "Manage Users" button located in the...
Wed, 19 Dec, 2018 at 10:01 AM
Changing User Passwords
Passwords can be changed manually by Users with the "Edit Users" permission in User Roles.  Typically this responsibility is only given to Admini...
Wed, 19 Dec, 2018 at 10:02 AM
Managing User Roles
User Roles give Users access to the various modules within the System.  When creating new roles you will be asked to associate Permissions to these roles w...
Wed, 19 Dec, 2018 at 10:03 AM
Managing User Groups
Groups allow for custom categorization of users. Once users and groups are set up, the process to distribute assigned tasks to the groups and their users i...
Wed, 19 Dec, 2018 at 10:05 AM
Managing the Users in Groups
Adding Users to a Group from the User Component Select "Users" from the "Users" drop-down menu on the left-hand side of the screen.  ...
Wed, 19 Dec, 2018 at 10:06 AM
User Topics
Topic Overview   In addition to the provided topics, you can now create your own custom topics for any custom content you may have added to these modules:...
Wed, 19 Dec, 2018 at 4:15 PM
Email Opt-Out Setting
By default, users have the ability to opt-out of receiving notifications from the system.  Allowing users to opt-out of emails means that users will be abl...
Wed, 19 Dec, 2018 at 10:10 AM