⚠️This feature can only be enabled by Instance and Client Admins.
We strongly recommend setting up your Business Units and Lines of Business setup before turning on this feature. Click here for setup instructions.
Enabling Manage Risk Visibility
- Navigate to Administration > Manage Clients
- Locate the client and select the edit icon
- Click the Client Products tab and select the Risk Register
- Toggle on the Manage Risk Visibility option.
- A confirmation message will appear. Select 'Yes' to proceed
- Click Save
Once the Manage Risk Visibility is enabled, dropdowns for Business Unit and Line of Business will appear under User Authorizations.
Assigning Business Units and Lines of Business to users
- From the Client Add/Edit page, select the Client Users tab
- Locate the user and select edit, then select the Authorizations tab
- Scroll down to the Risk Register section
- Assign one or more Business Units and/or Lines of Business using the dropdown menus
- Select Save at the top of the page
Risk Admin: Full add/edit/delete access to all risks for the selected client, regardless of the Manage Risk Visibility setting. Risk Admins can assign any risk to a Business Unit or Line of Business.
Risk Analyst: View-only access to all risks for the selected client. Risk Analysts can run reports and view status details, similar to Executive users, but cannot make any updates.
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If a risk does not have a Business Unit and/or Line of Business assigned, it can only be viewed by users with the Risk Admin or Risk Analyst entitlement. This also applies to users who submit risks: if they submit a risk outside of their assigned Business Unit/Line of Business, it will not appear under their Submitted Risks.