Adding and Managing Users Within My Organization

How To Manage Users

You may want to add new users from within your organization so you can leverage multiple subject matter experts (SMEs) or other resources to collaborate on completing sections of your assessment or to give internal stakeholders the ability to access completed assessments. You also have the ability to deactivate and delete users, as needed. 

To add a new user to your account, follow the steps listed below:

1. Log in to https://portal.cybergrx.com/login.

2. In the upper right hand corner, select your initials.

3. From the drop down menu, select Manage my company user accounts.

4. Select Create User.

5. Fill in the information of the person you wish to give access to, then select any User Roles you wish to provide.

Note: Be sure to give them Assessment Contributor permissions if you’d like them to have access to all the questions. Give them Assessment Owner permissions if you'd like them to be able to receive notifications about assessment progress and be able to submit the final questionnaire.

For more information about permissions, please check out our article, Understanding User Roles.

6. Once the new user account is created, that person will receive an email with instructions on how to create a profile in the platform.

To deactivate a user in your account, follow the steps listed below:

By deactivating a user they will be unable to login using their credentials. 

1. Select the 'Edit' button associated with the user you would like to deactivate.
2. Within the pop-up, select the 'Deactivate Account' button, which will at that time deactivate them.

Note: Users that have been deactivated will appear in the 'Inactive' list, accessed by clicking here. 

To delete a user in your account, follow the steps listed below:

Deleting a user formally removes their user login data from our system. In order to delete a user, they must first be deactivated. If you have not done so for the user you would like to delete, first follow the above steps then return to the steps outlined below. 

1. Select the 'Inactive' option in your Manage Users space.
2. Select the 'Edit' button associated with the deactivated user you would like to delete.
3. Within the pop-up, select the 'Delete Account' button, which will at that time delete that user. 

To reactivate an inactive user in your account, follow the steps listed below:

Reactivating a user will allow them to be able to login using their credentials again. 

1. Select the 'Inactive' option in your Manage Users space.
2. Select the 'Edit' button associated with the deactivated user you would like to activate.
3. Within the pop-up, select the 'Activate Account' button, which will at that time reactivate that user. 

To edit a user's permissions in your account, follow the steps listed below:

By editing a user's permissions, you can change what a user is able to view and actions they can take. 

1. Select the 'Edit' button associated with the user you would like to update. If you are unsure what each roles includes, please review the article linked above the listed roles. 
2. Within the pop-up, select any User Roles you wish to provide or remove by clicking the toggle.
3. Once you have selected the new roles, you can hit save to apply the new permissions.