Managing Users

Inviting Users

User Management can be accessed via Account Settings in the top right corner of the screen.

  1. Click the person icon in the top right navigation bar, then click "Account Settings."

  2. From the Account Settings page, click the "User Management" tab, and "Invite User."

  3. Fill in the Users information and role and click "Invite New User."

Removing Users

  1. Click the person icon in the top right navigation bar, then click "Account Settings."

  2. From the Account Settings page, click the "User Management" tab.

  3. Click the three dots next to the user you would like to remove, then click "Remove."

Updating Roles and Permissions

  1. Click the person icon in the top right navigation bar, then click "Account Settings."

  2. From the Account Settings page, click the "User Management" tab.

  3. Click the three dots next to the user whose role you would like to update, then click "Manage Role."

  4. User the dropdown to select the desired role for the user, then click "Save Changes."

Resetting Your Password

  1. Click the person icon in the top right navigation bar, then click "Account Settings."

  2. From the User Profile Tab, click "Reset Password." An email will be sent to get the reset process started.

Updating Organization Details

  1. Click the person icon in the top right navigation bar, then click "Account Settings."

  2. Click on the "Account" tab, then click the three dots next to the organization you would like to edit, then click "Edit."

  3. Update the details the organization as desired, then click "Save Changes."


Creating A New Organization

  1. From anywhere in Assessments, in the top right navigation bar click the organization dropdown, then click "Create Organization."

  2. Fill out the organization's details, then click "Create Organization."

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