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 Branches Views
Users and Branches Views show all records associated with your enterprise. You can switch between views by selecting Users and Branches in the top left.
The Users and Branches 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 Branches
The search bar allows administrators to quickly locate a specific user or branch anywhere in the table. Select the type of record to search for — either Users or Branches — by toggling the list view to the left of the search bar.
- Users can be searched by name or email address.
- Branches can be searched by name or Branch 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.
Sort and Filter
The Users and Branches 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.
Users and Branches 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 Branches
In addition to seeing all Users and Branches 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 Branches 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 Branch to attach them to.
Hint: If you need to create a new Branch, simply click "Create New Branch" 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.