Assessments Account Management

Account Settings helps manage users and roles and permissions, reset passwords, and create or edit organization details.

Brian Knollman avatar
Written by Brian Knollman
Updated over a week ago

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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