You can add administrator and non-administrator users to your account. Administrators have additional rights, such as the ability to deactivate a user.

Add a new user

To add a new user, click Users on the left side of the page and click the + New User button in the upper-right corner of the page.

In the popup window, complete the mandatory fields and scroll to the bottom. 

If this user is to be an administrator, choose Yes in the Administrator drop-down. Also, choose any Groups to which this user should belong. To restrict this user to specific location(s), make the necessary selections in the Locations field. When complete, click the Submit button at the bottom of the popup window.

User activation

The user will receive an email message containing a link to activate the user account. If a user doesn’t respond, that user account status will change to Pending and appear at the bottom of the user list.

Deactivate a user

To deactivate a user, locate that user in the list and click the small Deactivate link. To reactivate the user, simply click Activate.

Edit a user

To edit a user account, hover over the user card to view a small pencil icon in the upper-right corner. Click this icon to display the User popup, in which you can make changes to the user account. 

    • Related Articles

    • Groups

      You can create one or more groups, assign users to each group, and configure permission for the group as a whole. To access this setting, click Groups on the left side of the Settings page. Edit a group To edit a group, click the small drop-arrow in ...
    • Introduction to ComplyAssistant

      A modern organization cannot afford to focus only on compliance. It is necessary to create and maintain a strategy that includes governance, risk and compliance (GRC). ComplyAssistant enables organizations to easily compile and review data that ...
    • Software Resources

      Here, you can catalog the software for each location. To add a new resource, click the New Software Resource link on the right side of the page.  Complete the form, adding Locations, Third Parties, Hardware Resources, or Users if necessary.  Remember ...
    • Login Settings

      Two-factor authentication Enable two-factor authentication to require all users to enter a numeric code at each login. The user decides if s/he wants to receive the code in a mobile phone text message or email message. SAML Security Assertion Markup ...
    • Create a new assessment definition

      In the Assessments module, you can choose an existing definition, but you may find the need to create a new definition. Follow these steps to create a new definition.  At the top of any page, click Assessments. Click the Create new definition link to ...