How to Add and Remove Users from your Account
In this ‘How to’ item, we will cover one of the account management features, that of adding and removing users. The functionality is only available to what we term ‘Senior users’ or account administrators.
Under ‘Our Users’ on the right-hand side of the page, senior users will have the option to ‘Create New User’. Enter the new user’s details into the relevant fields; under ‘User Type’, you have the option to select either ‘view only’ or ‘senior user’.
A view only user can view all content, access RIAMS Communities and enjoy the other benefits that come with RIAMS but crucially, view only users are not able to alter any of the content on RIAMS. A senior user, on the other hand, has additional functionality including allowing them to edit procedures, create folders, upload documents and of course, add and remove users.
You will also notice there is the option to create an expiry date. This is particularly useful if the new user requires temporary access to RIAMS. When the expiry date comes around, the user’s login details will no longer work. To access RIAMS again, the expiry date will need to be removed by clicking ‘Never Expires’ or amended to a later date.
When creating a new user in Wales or Northern Ireland, you will also have the option to select the FSA notifications the new user should receive, if applicable. If they do not apply, simply leave the tick boxes empty.
To remove users, again, head into ‘Our Users’; you will see a list of all users on your account here. Under each user, there will be either two or three options available, ‘Edit’, ‘Delete’ and ‘CPD’ (if the organisation has the CPD add-on). Click ‘Delete’ to remove the user, you will then be asked to confirm this action. Once the action is complete, you will notice orange text at the top of the page letting you know the change has been made.
If you have any queries as a result of this item or would like to suggest a specific topic to be covered in this series, please get in touch with us at 01239 711793 or email email@example.com.