Updating a User’s User Groups and Teams

Updating a User’s User Groups and Teams

When users are added to an organisation, they are added to User groups and Teams. These control what they have access to and what Tasks are assigned to them. These can be updated at any time.

How to update a user’s user groups and teams:

1. Sign in to admin.riskbase.uk.

2. Right click on a user’s name in the explorer.

3. Select Details.

4. Scroll down to the Organisations section at the bottom of the profile.

5. Right click on an organisation and select Edit Organisation Settings.

6. Change user groups and teams using the drop down menus.

7. Click Save.

As well as users inheriting features and access settings from groups they’re assigned to, settings can also be applied directly to the users.

A user’s features and access settings are always applied last, overriding user group settings.

How to update a user’s features:

1. Right click on a user’s name in the explorer.

2. Select Details.

3. Scroll down to the Organisations section at the bottom of the profile.

4. Right click on an organisation and click Change Features.

5. Use the On|Off buttons (which appear when a feature is hovered over) to customise individual features.

6. Click Save.

How to update which properties a user has access to:

1. Double click on the organisation again and click Change Access.

2. Either search for Assets in the search bar or find them using the drop down arrow next to the organisation name.

3. Use the Show|Hide buttons (also found by hovering over a property) to customize which Properties the user will have access to.

4. Click Save.