Creating contacts

To Create Contact you need to go to:

Main Menu -> Contacts -> Create Contact and fill in all the details.

The only fields that are mandatory are First Name, Last Name, and Email. If you have Organisations created already then you can link them to the Contact in the field ‘Employee of’. Here you can also add contact’s capabilities, which by default are set up to ‘Completer’.

If you wish to add Manager user capabilities check the guide here.

To change capabilities to ‘Assessor’ you need to tick ‘Assessor’ tick box and untick ‘Completer’ box. Bear in mind that should you wish to, the same user can have more than one capability (for instance you could be Manager and Assessor).

You can click on ‘Create’ to create one contact or tick ‘Create Another’ to create another contact straight after. There is also a ‘Send Invitation Email’ tick box which is ticked by default. This will send automatically an email from Rizikon to newly created Contact to register to the platform, set up their account and choose their password. You can see more about this process from the Completer (Supplier) point of view from this video.

There is a short video guide on creating contacts which you can see here.