The Risk & Compliance system allows for people not already added to the system to be captured in records across the various modules through the ability to add Module Users. This can be useful when adding a record and the relevant staff member is not a User in the system.
NOTE: The ability to add Module Users is universal across all modules in the Risk & Compliance system, so in this example, although we have used the Undertakings module, the process is the same in any of the modules.
When entering the details for the record being added, and you reach an option to select a User from a drop down list, click Add a person to the List.
A pop-up window will appear titled Add new user.
Enter the name and email address for the new User.
The Module User has now been added to the list as an available option to select from these lists.
NOTE: When a Module User has been added, they will be available to select from the list. However, by default, the account is automatically disabled and not available to assign tasks to.
With the Module User now having been created, if you wish to be able to assign tasks to this User then their account will first need to be enabled.
Navigate to the Account Settings from the system Home Page.
Select Firm Users.
Scroll down until you reach Module Users.
This will list any Users that have been created in this manner, who created them and the date & time they were created.
In order to move the User into the Users List, click Enable.
This User will now appear in the User List and their account is enabled. Tasks will now be able to be assigned to the User once their permission levels are set. See article 'Assing Permission Levels to Users' for more information on this.
Should you need any further support please contact the Customer Success Team at email@example.com or call 01206 322 575.