As an admin you have the ability to create users, assign project access, and security roles to individuals in your team. See instructions below: 

 

Go to the organization tab

 

 

Select the 'People' section from the panel on the left. 

 

To add a User to an Existing Person/Employee Record: 

 

If you have a person or employee record that is already in the system, but is not yet a user, you can edit this record to add a user. 

 

• To do so, search your People list for the employee by either name or ID. 
• Click to Edit the Employee Record. 
• Navigate to the User Tab 
• Click to create a user and continue to follow the steps below. 

Note: The primary email address under the Person Tab is the address where emails will be sent. Please ensure there is an email under this field. 

 

To create a brand new person:

Click Add (Button) 

 

A pop up window will appear. At a minimum, complete the basic information fields like First Name, Last Name, and Email address. Then click "Save".

 

 

The person record will be created and you will be redirected to the main information screen. This information can be modified at any time. To continue creating the person's user account, select User Info tab and then click "Create User".

 

 

A small pop up window will appear. Assuming the Primary Email Address was entered when creating the Person, this email will show as the Riskcast Username. Click OK. 

 

 

 

 

The user account will be created and now security must be assigned. Automatically, a pop up window will appear allowing you to select which companies this user has access to and define a "default" role for each company. The default role is discussed a bit later in this article. 

 

 

 

 

 

Once you click Save, you will need to select which Projects within that company (or companies) the user has access to. If the user needs access to ALL PROJECTS within that Company (all projects meaning all current and future projects) then simply select the checkbox entitled "All Projects" next to that Company. This will give the user access to all current and future projects at the Default Role defined for the Company. 

 

If the user needs access to only specific projects, do not select the All Projects checkbox. Instead, select the Projects button and then click the "+" button. Note that by default, if you only selected ONE company on the company list, the project screen will default to showing projects for that company. If you selected more than one, you will need to change the company within the Projects screen to show the related projects.

 

 

Select one or more projects and then click "Save". If you select a Main Project all sub projects will automatically be selected. You can deselect them or deselect specific ones if necessary. 

 

Once you have selected Projects, you will be able to change the role of the user per project by clicking the dropdown in the "Role" column. Keep in mind that by default, the user inherits the Default Role assigned at the company level. Within the Projects screen, you can change this to a different company level role or a project specific role. The roles are labeled in the drop down and the default role remains identifiable at all times. As you can see in the screenshot below, this user has access to three main projects and has a different role on each project. 

 

Click "Save" in the top right corner to send the user a registration link!

 

 

 

 

- OPTIONAL - 

 

You can choose to create a username and password for the User without issuing a Registration Link. To do so, follow the instructions below: 

 

• Toggle Off the option for " Send Registration Invitation" , provide a password of your choice and click "Save" 
• Now, you can provide the information directly to the user, without the need of them registering themselves.