Users give your employees and associates access to your System. You can add Users in RiskTool using three methods - manually, uploaded using the User Import, and using our Active Directory Support.

Adding a User Manually

To add a new User navigate the following steps from the main Dashboard in the system:

  1. Click the blue  "Manage Users" button in the top right of the screen.
  2. Select "Create a User" from the blue toolbar.
  3. Enter all fields with red stars at a minimum - red stars indicate required fields.
  4. Provide a "User Login" for the User - we suggest using email address if possible.
  5. Input an "Email Address" - this is not a required field, but this is how the system will communicate assignments and notifications. It's highly recommended to add an email address if possible.
  6. Enter a "Password" - passwords MUST BE 8 characters long, have one capital letter, one lowercase letter, one number, and cannot be a password previously used for this user (if editing).
  7. Fill in the Users First Name and Last Name.
  8. User groups are only REQUIRED when you have Group Filtering turned ON.
  9. Set the Users primary language - default is English.
  10. Provide a "User Role" - Both the System and Custom User Roles will be displayed.
  11. Save the form by clicking the "Save" button.

Importing a User

To add a new User using the User Import navigate the following steps from the main Dashboard in the system:

  1.  Click the blue "Manage Users" button in the top right of the screen.
  2. Select the "Import" from the blue toolbar.
  3. Use the provided sample template located in the blue toolbar by clicking the link and download the file. You can open CSV files using Microsoft Excel, Google Spreadsheets, and other similar programs.
  4. Use the following directions to complete the template:
    1. Remove any sample data in row 2 or below.
    2. Maintain row 1 without adding or removing any columns.
    3. User Login, Password, First Name, Last Name, Status, and Roles are required fields. Roles can be found in Administration > User Roles.
    4. Adding Groups in this form will automatically create these records in the system.
    5. Save your file as a CSV. 
  5. On the User Import screen, click "Browse" and select your CSV file.
  6. Click "Upload" in the bottom left of the screen.
  7. Follow the instructions for mapping your CSV file columns to the appropriate system fields.
  8. Click "Validate" and fix any errors found during validation.
  9. Click "Import" to complete the User Import process.

Adding Users using Active Directory

Using Active Directory sync requires your company to be using an Active Directory service on your end. It's best to consult with your internal IT professional before attempting a sync as there will be some documentation you need to provide them (see instructions below).

  1. To add a new User using the Active Directory process navigate the following steps from the main Dashboard in the system:
  2. Click the "Admin" tab in the top right of the screen.
  3. Select "Settings" from the drop-down menu.
  4. Halfway down the page click on the "View Directory Sync Administration Guide."
  5. Download the PDF and provide the information to your internal or external IT professional.
  6. Follow the directions in the Directory Sync Administration Guide PDF.