Users are employees from your company that have access to the system. They can view and/or make edits to your vendor diligence program. To manage users, click the settings icon in the top right corner of the page and then select “Users.”
Active: The user has logged into the system and currently has access.
Invited: The user has been invited to the system, but has never logged into the system.
Disabled: The user credentials have been disabled and they can no longer log into the system.
Add a User
Step 1: Click “+ Invite User.”
Step 2: Add the individual’s information then click “+ Invite User.” The user will receive an invitation email within a few minutes from email@example.com. It will prompt the user to register and create a password. Once the individual creates a password, they will have access to the system. The invitation link expires after 7 days.
Disable a User
Check the box next to the user then click “Actions” and select “Disable” or “Cancel Invitations” depending on the user’s status. You can also click the user to open their profile, select “Disabled” in the top right corner and click “Save User.”
Resend User Login Access
You may only resend user login access if the user has never logged into the system (Invited Status). Select the user to resend login permission, click “Actions” and select “Resend Invitations.”
If a user has logged into the system before, but cannot remember his/her password, the user must go to the login page and click the link next to “Forgot password.” The user will receive an email to create a new password.
Enable a Disabled User
Check the box next to the user then click “Actions” and select “Enable.” You can also click the user to open their profile, select “Enable” in the top right corner and click “Save User.”
If you do not want to grant all permissions to a user, please contact your Jordan Lawrence Professional Services Manager.