The User Account Switch functionality will allow users with access to more than one RiskWise system to easily switch between them removing the current process of having to log out of one client system into another.
The functionality can also be used if a user has more than one account for the same RiskWise system, i.e. a ‘Building Manager’ and an ‘Admin’ account.
Please note:
Data is not shared across any systems.
When you click the ‘Log in’ button, it logs you out of the current account and in to the new one. This is not a replicate of the ‘Login As’ functionality.
As a User who has the ‘User Account Switcher’ functionality switched on, you will see a ‘Switch System’ within the Profile Icon dropdown, clicking ‘Switch System’ opens a pop up displaying all current system links, verified or otherwise.
To setup a system link you will firstly need to know your security key in the system you are wishing to link to (For this guidance, we will refer to this as 'System A'), this can be found by, Clicking the Profile icon in the top right hand corner as shown above and navigating to the bottom of the ‘My Settings’ popup.
To create a new System Link from your current system you are logged into and depending on your permissions by clicking the Profile icon in the top right hand corner as shown above and navigating to the ‘Switch System’.
You will then see a Security Key, which will need to be used when linking the system together.
Keep this security key to hand, and log out of 'System A'. You will then need to log into 'System B'. Use the above steps to access the System Switcher page in 'System B'.
Click the tool menu and then click ‘Add system link’ or ‘Add User Account Connection’ to add a link for a system that has the switch turned on. This can be found within the ‘Tool Menu’ on the right hand side of the screen.
A popup box will appear where you will be prompted to enter your:
Security Key: Paste the Security Key you copied from the system you want to link to (System A).
System ID: Enter the four-digit ID of the system you want to link to (System A)
Username: Enter your username in the account you want to link to (System A)
You then have two buttons to select from: ‘Link to my current account only’ or ‘Link to all my valid accounts’
Link to my current account only: This option will create a User Account Switcher link between the system you’re creating it in, and the destination system. For example, if I’m working in ‘System A’ and set up a switchable user account to ‘System B’, a two-way link ONLY will be created, regardless of any other connected accounts.
Link to all my valid accounts: This option will create a switchable user account link between the system you’re creating it in, and ALL of your current switchable systems. For example, if I’m working in ‘System A’ and set up a switchable user account to ‘System B’, it will create a ‘System B’ link to ALL my verified system/user accounts. The purpose of this is to reduce the admin task of creating links. Example B. Systems A/B/C & D are all linked. I’m in ‘System A’ and want to create a new link to ‘System E’. Once verified and approved, ‘System E’s’ link will be added to systems B/C/D, as well as A.
Once all the information has been populated please click ‘Save’.
Located within the ‘Switch System’ page, you will now be able to view the systems you currently have linked together.
Clicking the ‘Login’ Icon will then confirm which system you are logging into:
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