Manage Users

Manage who can get access to your Assuredly account.

Provide access to internal people, consultants, auditors, suppliers and/or clients or third parties who you wish to have access to your account.

Types of Roles

There are four roles within the Assuredly platform:

1. Administrator
2. User
3. Assessment Contributor
4. Report Viewer

When a person is assigned one of these roles they get the following access:

Create a New User

To create a new user within your organisation or your Client's organisation.

1. Go to Home/Company/Team
2. Select add New Team Member
3. Add their Name, Job Title, Email, Phone

‍Note: Email address must be a corporate Microsoft or Google account.

‍If you are providing your client access to Assuredly your company will need to have an enterprise agreement in place with Assuredly and your client will need to accept the end user license agreement when signing in.

‍To remove a users access

1. Select Remove on the user that you want removed from the Team
2. Select Disable on the user you want to remove access

Managing Assessment Contributor and Report Viewer Access

Once a person has been given access to an Assessment or a Report they will appear in the Team User view.

When you view one of these roles you will be able to see which assessments or which reports they have access to and amend access to these from the Teams page.

Tip: You can also remove someone's access from the share feature in the specific Assessment or Report they have been given access to

Having trouble with a user logging in?

When you create an email address in Microsoft 365 with capital letters it will revert the email address to lower case.  Various email systems decide how to treat capitalisation, grammar and punctuation.  As we leverage your authentication system to verify your user access the email address used to log in must match the authentication system.  

If you see this message it means that the users details cannot be corrected in the Assuredly platform but only by the user themselves or in the organisations user account system.

This user is linked to a Google of Microsoft Account.  For security purposes, their contact details can only be updated by: - <name> themselves - The administrator of the account within the Google or Microsoft service.

Has a user asked you to update their email address because they can't log in?

If a user attempts to use a capitalised or otherwise formatted version of their email address we will recognise them and let them know they need to ask their administrator to update their email address under Company/Team to the correct email address.  If they have never logged in before then the user account is unclaimed.  While the user account is unclaimed the administrator of the account can update their email address.

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