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Creating and Modifying Users, Organizational Units and Security Groups

Create a New User

Once you have created the Administrator role, you can create a new user.

To create new user:

In User Management dialog click the Users and Org Structure tab.
In the User Name column, click in an empty row and type in the user name.
In the Role column, Select a role for the user from the drop-down list.
Select a RiskyProject module type for the user. Modules are RiskyProject Professional, Lite, and Risk Register. The logon will be denied if the assigned module does not correspond with actual software installed on user computer.
Right-click on the user and choose User Profile. The User Profile dialog box opens.
Add user information as required.
In the Permissions group, select the permissions that you want to grant to the user.
Click OK to save the user profile.

Create the Organizational Structure

You can define organizational units and security groups in the right pane of Users and Org Structure tab. Three security groups: Administrators, Managers, and Users are created by default.

To create an organizational structure:

Type organizational unit or security group name in right pane.
Designate it as an Organizational Unit or Security Group by selecting Org. Unit or Security Group in Type column on the Organizational Structure and Security Groups pane.
Use the Indent/Outdent buttons to create the organizational hierarchy.
Assign users to organizational unit or security group by:
1. selecting users,
2. selecting an organizational unit or security group, and
3. clicking the [ ->] button to assign users.
Right-click on the organizational unit and select Properties. Enter the managers, description and location of the organizational unit. If you use the Windows and RiskyProject Authentication method, this information will be obtained from Windows and will be read-only.
Right-click on the security group and choose Permissions. Assign permissions to the group. The permissions will be applied to all users in the group. Administrators have full access to all functionalities.
In the Permissions group, select the permissions that you want to grant to the user.
Click OK to save organizational structure.

Updating User Information

To update User information, double-click on user ID in the Users and Org Structure tab of the User Management dialog.

If you use RiskyProject authentication mode, user profile includes option to generate a temporary password. If you click Reset User Password, a new temporary password for the user will be generated. When new user first logged on to RiskyProject, the temporary password will be required. After this the user will be propmted to change the password.

If your Administaror enters the user’s email in User Profile Dialog and configures email notificatins, the temporary password will be sent to you automatically. If an e-mail is not defining or sending email is not configured, the Administrator can copy temporary password from the subsequent dialog and provide it to user by other means.

The passwords can be recovered via email if the user clicks on Forgot Password in Logon Dialog. Therefore it is important to define correct email and configure sending email.

If you use Windows and RiskyProject authentication mode the User Profile dialog will not have option to reset user passwords. In this mode, users are logged on based based on their Windows credentials.

Creating and Modifying Users, Organizational Units and Security Groups

Create a New User

Create the Organizational Structure

Updating User Information

See also