RiskBase Desktop Software

RiskBase Mobile Software

Getting Started

User Groups

User groups collect users into manageable units. Users inherit the settings of the user groups they’re assigned to. Working with user groups instead of individual users provides an efficient way to manage Features & Access.

View An Organisation’s User Groups

  • Go to an organisation’s Details page (right click an organisation in the Explorer and select Details)
  • Select the Preferences tab.
  • The User Groups section lists the default groups (shown with a lock ) and custom user groups for this organisation.

Create a User Group

RiskBase comes with default user groups for you to use. Creating your own provides the most flexible means to manage what your users can see and do.

  • Go to an organisation’s Preferences.
  • From the User Groups section, click New Group.
  • Enter the name of the user group in the New User Group window and click Save.

Modify a User Group

Modify a User Group’s Name and Description

  • Go to an organisation’s Preferences.
  • From the User Groups section, right click a user group and select Edit.

You can only change the name and description of custom user groups.

Modify a User Group’s Features & Access

  • Go to an organisation’s Preferences.
  • From the User Groups section, right click a user group and select Change Features or Change Access.

Find out more about Features & Access.

Order User Groups

A user can be assigned to multiple user groups. The order in which the user groups are setup is the order their settings are applied to users. To re-order your organisation’s custom user groups:

  • Go to an organisation’s Preferences. The groups are listed in the User Groups section.
  • Right click a group and choose Move Up or Move Down.

As with all Features & Access settings, be careful; re-ordering user groups can affect what users assigned to these groups can see and do.

Find out more about how user group settings are applied to users.


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