How do I create a new user role?

You may wish to create custom alerts and permissions for specific users. For example, an Administrator may want the permissions but no alerts - this will require a new user role so to not affect other users with the Administrator user role.

To create a new user role, sign in to RiskProof.

Click Settings at the top right of the page and then click User roles.

This will bring up the current user roles that are set up on the account.

To create a new user role, click the Add User Role button.

Complete the two mandatory fields - Name of user role and Access type.

Once completed, the Permissions & alerts section will appear. 

Here you can select what permissions and alerts you would like to set up for the new user role. Once you have created these, click Save user role.

The video below shows the creation of an Administrator level user role with all permissions but no alerts.