Editing scopes
Roles and permissions
Only administrators can edit scopes
Filtering scopes
From the left menu, select Settings.
Select Scopes.
Click the Filter icon.
The Filter window opens.
Enter one or more of the following criteria:
Name - Enter a complete or partial scope name.
Owner - Use the drop-down menu to select a team member to view the scopes they own.
Custom fields - Use the drop-down menu to filter by a specific custom field.
Filtering controls based on scopes
From the left menu, select Controls.
Click the Filter icon.
The Filter window opens.
From the Scope drop-down menu, select the scope or scopes you want to filter by.
The list automatically updates to show only controls with the selected scope or scopes. Clicking a control takes you to the main control.
To show the scope assignments, select the Expand scopes checkbox. Clicking a control takes you directly to the scope assignment control.
Renaming a scope
Tip
As a best practice, scope names should be searchable by their dimension value(s), e.g. LunaB-NorthAmerica-Cloud, where 'Luna B' is the subsidiary, 'North America' is the region, and 'Cloud' is the software. This allows scopes to act as another layer of data management for your organization. This also applies to scopes without custom fields, e.g. 'HR' for human resources.
Additionally, commas are not supported in scope names.
From the left menu, select Settings.
Select Scopes.
Mouse over the scope name you want to edit, and then click the Edit icon.
Enter the new name, and then press Enter.
The scope is renamed.
Changing a scope owner
From the left menu, select Settings.
Select Scopes.
Mouse over the owner name you want to change, and then click the Edit icon.
The Edit scope owner window opens.
Select the new owner, and then click Review.
The Review and confirm window opens.
Click Confirm.
The owner is changed.
Bulk editing scopes via the Scopes page
Follow the steps below to edit multiple scopes at once.
From the left menu, select Settings.
Select Scopes.
Select the checkboxes next to the scopes you want to edit.
Do any or all of the following:
Click Archive to archive the scopes.
Click Owner to change the owner of the scopes. Note that you can only assign one owner to the scopes you selected.
Tip
A contact can be an owner of a scope.
Click a custom field to link it to a scope.