How To Manage Users
You may want to add new users from within your organization to leverage multiple subject matter experts (SMEs) or other resources to collaborate on completing sections of your assessment or to give internal stakeholders the ability to access completed assessments. You can also deactivate and delete users as needed. Here is a video walkthrough of this process: Adding and Managing Users
Note: ProcessUnity does not add users to already existing member profiles past the initial user. We encourage companies to manage the addition of users to best apply permissions and privileges as well as ensure security.
Table of Contents
- How to add users
- How to resend user invitations
- How to edit user permissions
- How to deactivate users
- How to reactivate users
- How to delete users
How To Add Users
To add a new user to your account, follow the steps listed below:
1. Log in to https://portal.cybergrx.com/login.
2. In the upper right-hand corner, select your initials.
3. From the drop-down menu, select Company Settings.
4. Select Create User.
5. Fill in the information of the person you wish to give access to, then select any User Roles you wish to provide.
Note: Assign the Assessment Owner or Account Administrator role to individuals who should be able to submit the questionnaire and initiate validation rounds. Assign the Data Request Authorizer role to individuals who should be able to action customer requests.
For more information about permissions, please check out our article, Understanding User Roles.
6. Once the new user account is created, that person will receive an email with instructions on creating a profile on the platform.
How to Resend User Invitations
Within the Pending Users table select 'Resend' for the contact you wish to resend the user invitation to. This will kick off an email with instructions on creating a profile on the platform.
How To Edit Users Permissions
To edit a user's permissions in your account, follow the steps listed below:
By editing a user's permissions, you can change what they can view and what actions they can take.
- Select the 'Edit' button associated with the user you want to update. If you are unsure what each role includes, please take a look at the article linked above for the listed roles.
- Select any User Roles you wish to provide or remove within the pop-up by clicking the toggle.
- Once you have selected the new roles, you can hit save to apply the new permissions.
How To Deactivate Users
To deactivate a user in your account, follow the steps listed below:
By deactivating a user, they cannot log in using their credentials.
- Select the 'Edit' button associated with the user you want to deactivate.
- Within the pop-up, select the 'Deactivate Account' button, which will, at that time, deactivate them.
Note: Users that have been deactivated will appear in the 'Inactive' list, accessed by clicking here.
How To Reactivate Users
To reactivate an inactive user in your account, follow the steps listed below:
Reactivating a user will allow them to log in using their credentials again.
- Select the 'Inactive' option in your Manage Users space.
- Select the 'Edit' button associated with the deactivated user you want to activate.
- Within the pop-up, select the 'Activate Account' button, which will reactivate that user.
How To Delete Users
To delete a user from your account, follow the steps listed below:
Deleting a user formally removes their user login data from our system. To delete a user, they must first be deactivated. If you have not done so for the user you want to delete, follow the above steps, then return to the steps outlined below.
- Select the 'Inactive' option in your Manage Users space.
- Select the 'Edit' button associated with the deactivated user you want to delete.
- Within the pop-up, select the 'Delete Account' button and save to delete that particular user.