User Management gives Administrators access to see all of their users, branches, and related information in a single dashboard. Administrators can search, sort, and filter to identify which users are active, which settings have been activated, and confirm the correct configuration of information such as disclaimers and plan type.
Note: User Management is a feature of Command Center.
In this article:
Users and Firms Views
Users and Firms Views show all records associated with your enterprise. You can switch between views by selecting Users and Firms in the top left.
The Users and Firms Views will show 10 records per page by default, however, you can change the number of records by selecting Results per Page in the bottom right.
Search Users and Firms
The search bar allows administrators to quickly locate a specific user or firm anywhere in the table. Select the type of record to search for — either Users or Firms — by toggling the list view to the left of the search bar.
- Users can be searched by name or email address.
- Firms can be searched by name or Firm ID.
- Partial names or emails are accepted, eg: "John" or "@riskalyze.com".
To start a search, enter the desired search term(s) then select "Apply" and the table will refresh with the results.
To perform a new search, enter the new text in the search bar and click Apply. The previous terms will be replaced with the new results.
Pro tip: To find users based on multiple criteria, combine a search with one or more column filters.
You can also clear the current search and refresh the table by selecting the X.
Sort and Filter
The Users and Firms Views can also be sorted and filtered by column. Clicking on the column header will show the sort and filter options for that data. As sorts and filters are applied, tags will appear to the right of the search bar for quick reference.
To remove a sort or filter, click the X on the applicable tag.
Export View
Users and Firms can be exported as separate CSV files. The downloaded file will reflect any filters that have been applied to the current view.
Click the download button at the top right of the selected view to export your data.
Add New Users and Firms
In addition to seeing all Users and Firms in their organization, Enterprise administrators with Add/Edit permissions can create and update Users right from the main page.
Add Users One at a Time
Creating new Users and Firms is a quick and simple process.
1. Click the "+" button to open the Add User side panel.
2. Fill in the relevant user information, select user type, and choose the firm to attach them to.
Hint: If you need to create a new Firm, simply click "Create New Firm" from the Add User side panel.
3. Once you have entered all user details, click Save.
Success! The new user can log in to Riskalyze as soon as you notify them their account is ready.
Add Users and Firms in Bulk
Sometimes there are large groups of users and firms that need to be created at once. With Bulk Import, you can create and update multiple users and firms at one time.
1. Click the "+" button to open the Add User side panel.
2. Toggle to the "Import a File" tab
3. Download the file Template
Hint: The template contains personalized data for your organization to make bulk import as streamlined as possible. The uploaded file format must match the template.
4. Drag and drop the completed template file into the side panel.
5. Verify that the total number of Users and Firms to be processed is accurate
6. Click "Start Import" to process the file.
7. The file import can take a few seconds to several minutes, depending the file size. The side panel will show the status of your import, eg: Processing
8.Once the file import is complete, a full status report is displayed. Download the report for additional detail.
Huzzah! Your new users are ready to log in to Riskalyze. User updates are also reflected immediately.
Tip: Retry failed uploads by downloading the detailed report, verifying complete user data for the failed rows, and re-uploading.
Tips and Tricks
What if the file import preview shows too many Users or Firms?
One quirk of Excel files is that they can have blank rows, which appear empty to the naked eye, but which are not technically blank according to Excel. These blank rows will be counted in the file preview, but don't worry. They don't affect the number of Users or Firms that will be added to your organization. If you want to update your file to get correct counts, highlight the blank rows in Excel and select the "Clear Contents" option. Voila! The file preview will show correct counts now.