Users

All users need belong to a single Organization.

Adding a new user to your Organization

Note

Only users that are an Organization Admin can add a new user to an organization.

To add a new user:

  1. Navigate to the organization you want to add the user to.

  2. On the left-hand navigation panel, click on ‘Members’.

  3. Click the Invite users button.

  4. This will start a modal window where you enter the following details for the user:

    1. Email address (required).

    2. Name (optional) : This will be the screen name displayed in user lists and actions for this user.

    3. Username : used for login. If left blank, this will use the name portion of the email address.

    4. File Storage : This radio button defaults to ‘enabled’ and will mean that the user is allowed to upload files to their own personal file storage in the Platform.

  5. Once the user’s details have been filled in, click the Invite button.

The user will be sent an email with a unique invitation link. These emails are only valid for a short time (two hours).

When the user clicks the invitation link, they will be invited to set their password.

If the invitation link expires before the invited user can set their password, then the Organization Admin can resend the invitation email to reset the invitation link.

Note

Organization Admin users cannot view or reset passwords for their organization members.

If a user forgets their password, they need to use the password reset link on the login page.

Troubleshooting

If a new user did not receive an email, you can try the following:

  1. Ask the person to double-check their spam email folder to make sure the Platform invite email did not end up there.

  2. As a fallback option, you could click the Generate Invite Link button for the user. That will generate a invite link that you can copy-paste and send to the user in an email manually.

If the user received the invite email but complains that the link did not work, you could try the following:

  1. If it has been two hours or more since you first invited them, just click the Resend Invite button for the user. Make sure they click the link in the latest email.

  2. Check the ‘State’ for the user is still ‘INVITED’ in the Platform. If a user tries to go through the registration process multiple times, then they will get an error the second time. They may simply need to go to the login page instead (or reset their password, if they forgot the password they used).

Deactivating/Activating existing users

An Organization Admin user can deactivate a user’s account to prevent that user from accessing the RiskScape platform.

To deactivate a user click the Deactivate button and confirm the deactivation.

By default deactivated users are not shown in the member listing. If you want to see deactivated users press the Show deactivated users switch.

Deactivated users can be invited back to the platform to re-activate their account. To do this press the Resend Invite button. The user will need to accept the invite before they can access the platform again.