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How to Add and Update Users in RiskXchange

Managing users on the RiskXchange platform is a straightforward process. Whether you need to add a new user or update an existing one, this guide outlines the necessary steps to ensure a seamless experience. Please note that admin permissions are required to perform these actions.

 

Adding a New User to RiskXchange

Follow these steps to add a new user:

  1. Log in to your account on RiskXchange.
  2. Navigate to Account Management in the main menu.
  3. Click on the Users section.
  4. Select the Add User button.
  5. Provide the required details, including the user’s information and their permission level (Admin, Read-only, or Contributor).
  6. After entering the necessary information, click Save.

Note: The email address must belong to a domain registered in their RX account; otherwise, it will not be accepted.

Once the new user is added, they will receive an email invitation to join RiskXchange. The email will guide them to:

  • Accept the invitation.
  • Agree to the terms of use.
  • Create a secure password.
  • Set up two-factor authentication for enhanced security.

 

Updating an Existing User on RiskXchange

To make changes to an existing user’s account, follow these steps:

  1. Log in to your account on RiskXchange.
  2. Navigate to Account Management in the main menu.
  3. Click on the Users section.
  4. Locate the user you wish to update.
  5. Find the three dots or ellipsis (...) next to their name or account details.
  6. Click the ellipsis to open the options menu.
  7. Select the appropriate option to modify the user’s settings, such as updating personal information or changing their permission level.
  8. Save your changes by clicking Save.

 

Key Considerations

  • When adding a new user, make sure that their email address is accurate, as it will be used to send the invitation.
  • Updating existing users allows you to manage permissions effectively, ensuring that team members have appropriate access to the platform’s features.
  • If you encounter any challenges, contact the RiskXchange support team for prompt assistance support@riskxchange.co.

By following these steps, you can efficiently manage your organization’s user accounts, ensuring smooth collaboration and maintaining security across the platform.