PRC Risk Register: Managing User Accounts

Managing user accounts in the PRC Risk Register requires Admin rights.  Users with the correct permissions have the ability to create accounts, assign users to projects, and set their privileges on a particular project.

Searching for users

Looking for users in the PRC Risk Register can be done a couple of different ways.  One way is by using the Search function which allows you to use a keyword.  This method is faster especially when you are working with a large amount of data.  The other method to use is the select function, which is commonly used for databases with less data or you know exactly what you are looking for.

Using the Search function:

Steps:

1. Administration | Manage Users | Create & Edit Users
2. Click Search
3. Enter the user’s name (first or last), then click the Search button.

Using the Select function (dropdown list):

Steps:

1. Administration | Manage Users | Create & Edit Users
2. Click Select User
3. After the user is selected, click the green check mark.  If you made a mistake in your selection, click the red ‘x’.

Creating a new user account

Creating a user account in the PRC Risk Register is quick and easy.  When you initially set up a new user, you will only be required to enter the User Detail information.  The password will be emailed to the address listed on the account.  User privileges and project assignments are done after the new account has been saved.

Steps:

1. Administration | Manage Users | Create & Edit Users
2. Click Create User Account
3. After the user data has been entered, then click Save.

Editing user accounts

When editing an account in the PRC Risk Register, all the fields are unlocked and you will have the ability to modify user data, privileges, and date format.

Steps:

1. Administration | Manage Users | Create & Edit Users
2. Click Edit User Account
3. After the data has been modified, then click Save.

Deleting user accounts

When deleting user accounts, The PRC Risk Register will remove the user from the system and delete any links it has to existing projects.

Steps:

1. Administration | Manage Users | Create & Edit Users
2. Click Remove User
3. You will then receive a warning message the user will be removed, click OK.
4. After you receive the confirmation message, then click OK. The user has now been removed from the system.

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