Click on the dropdown below your name in the top right of the homepage (as shown below), then click on ‘Organisation settings’.
Click the 'Users'’ tab as shown below, and click the green ‘Create new user’.
Add the new user’s name and the email address they will be registered with.
If the user you’re creating doesn’t work directly for your organisation and you’re creating them as a partner, locate the Partner Organisation from the dropdown list.
The user’s role on the platform
At this point, you can control what the user will have the power to do on the platform. You should give them either the 'Regular user', 'Occasional user' or 'ISMS.online administrator' role.
An ISMS.online organisation administrator can:
- add users
- edit profiles of other users in your organisation or Partner Organisations
- edit your organisation profile
- run usage reports
Regular users are those:
- who are actively using the platform on a frequent basis and create, edit and own work areas (and be organisational administrators if you choose)
Occasional users are those:
- who are able to review/approve activities, own tasks and items, and view policy packs.
With regards to licenses on your platform, both Administrators and regular users would be part of your regular user allocation. Occasional users would be part of your occasional user license allocation.
You have a set number of licenses allocated to your platform. As your business and ISMS team grows, you are able to increase this number. To do so, please contact your Success Manager or email email@example.com
Grant your new user access to Work areas
Every new user on ISMS.online, regardless of their role (standard/administrator) needs to be added into the work areas that they will be using.
You can also decide whether the user can Access, Administer, or Approve in a project. For more information on what these roles entail, see our guide on editing users settings.
You can set these permissions individually as per below, or to give access to everything with the select all option.
You can make it easy for a new user to know where to go first by ‘favouriting’ their work areas to appear on their home page.
- Expand the type of area you want to add them to (example above is 'Projects')
- Place a tick against each one they should be added as a team member or an administrator of.
- Tick the 'Favourite on Home' box to add that area to the users' homepage.
As standard ISMS.online will send an email to new users welcoming them to the platform, this will include a link to set their password for the first time. In addition, you can add your own content into that message, this allows you to communicate the reason for adding a user to ISMS.online, and potentially direct them as to what areas of the system you expect them to use.
Creating the user
Click create user and a welcome notification will be sent to the registered email address.
The link contained within this email notification to get started is only valid for 14 days, if the user does not set their password within this time they’ll have to use the ‘forgotten password’ process to receive a new welcome email.
Does your organisation use Single-Sign-On?
ISMS.online now supports SAML Single-Sign-On (SSO)! We recommend this feature for organisations looking to roll out their ISMS.online platform for employee compliance and collaboration.
Currently, we support the following SSO Identity Providers (IdPs):
If you use any of the IdPs above, please see the linked guide for setting up Single Sign-On. Follow those steps and then provide us with the information listed in the guide. From there we will set you up and enable SSO!
Don't see your IdP in the list?
We can still support it! Simply contact our support team at firstname.lastname@example.org with the name of your IdP, and we will walk you through the process of setting up.