Technical Manual
Account Settings Guides
In-depth articles and tutorials for account settings.
As an administrator, you can manage users within your organization to control access and maintain security.
Inviting New Users
Invite new users to your organization by sending them a secure invitation link. Users from the same organizational domain can be added to collaborate on assessments and access shared resources.
Role Assignment
Assign and modify user roles to control access levels. Available roles include Admin (full access), Manager (team oversight), Analyst (conduct assessments), and Viewer (read-only access). Each role has carefully defined permissions appropriate to their responsibilities.
Activity Monitoring
View user activity and access logs to monitor who is accessing what information and when. This audit trail is essential for compliance and security monitoring.
User Removal
Remove users from the organization when they leave your company or no longer require access. The system maintains records of their previous activities for audit purposes.
Access these features from Settings > Users to manage your team effectively.
Integrate RiskShield AI with other systems and enable AI-powered features using securely managed API keys.
Generating API Keys
Generate new API keys for various AI providers including Google Gemini, Groq, and Hugging Face. Each key enables specific AI capabilities for document analysis and natural language processing.
Key Naming and Organization
Name your API keys descriptively for easy identification and management. Use naming conventions that indicate the purpose, environment, or team using each key.
Secure Storage
Your API keys are encrypted at rest and in transit using industry-standard encryption protocols. The system never displays full keys after initial creation for security reasons.
Key Rotation
Delete unused or compromised API keys immediately and generate replacements as needed. Regular key rotation is a security best practice.
Manage your API keys securely in Settings > Integrations to enable advanced AI features.
Customize how you receive notifications from RiskShield AI to stay informed without being overwhelmed.
Email Notifications
Receive email notifications for assessment completions, vendor submissions, policy approvals, and system alerts. Configure which types of events trigger emails and set frequency preferences.
Push Notifications
Enable push notifications for real-time updates when you're logged into the platform. Stay immediately informed of critical events and changes requiring your attention.
SMS Alerts
Configure SMS alerts for critical security events that require immediate attention. SMS alerts are recommended for high-priority incidents that cannot wait for email review.
Adjust your notification preferences in Settings > Notifications to find the right balance for your workflow.