Users – Dashboard Actions

Learn how to add, edit, and remove users in the Questionnaires section of Sprinto’s Trust module.

The Users tab in the Questionnaires section allows you to manage access and roles for team members who work on security questionnaires. Using role-based access control, you can determine who can import questionnaires, answer questions, and manage other users.

Roles include:

• Admin – Can import questionnaires, add and answer questions, and manage access.

• Consumer – Can add questions and request answers for open questions.

The following dashboard actions are available:

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1. View Existing Users

1. Navigate to Questionnaires > Users.

2. Review the list of team members, their roles, and the date they were added.

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2. Add a User

1. Select + Add a team member.

2. Enter the email address of the team member.

1. Select the role (Admin or Consumer) from the dropdown menu.

2. Select Invite to the team to confirm.

3. The user will receive an email invitation to join.

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3. Edit a User’s Role

1. Locate the user in the list.

2. Select Edit icon next to their name.

1. Choose the new role from the dropdown menu.

2. Select Update to apply changes.

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4. Remove a User

1. Locate the user in the list.

2. Click the delete icon next to the user you wish to remove.

1. Confirm by selecting Revoke.

Removing a user immediately revokes their access to the Questionnaires section.

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5. Search for a User

• Use the Search bar to find a specific user by email or name.