Skip to main content

Adding a user to the Risk Register

Roles and permissions

The following roles can add a user to the Risk Register:

  • Administrators who are members of the Risk Register

  • Compliance managers with manager permissions and who are members of the Risk Register

  • Users with manager permissions and who are members of the Risk Register

After you’ve created your Risk Register, you can add team members and assign them work. You can choose to add them to a single risk OR to the entire Risk Register.

Adding a user to the entire Risk Register

Administrators can join the Risk Register at any time. Other members of your organization must be explicitly added to the Risk Register to view and participate in it.

  1. From the left menu, select Risk.

  2. Select your Risk Register.

  3. Click the + icon in the upper-right corner.

    generic-facepile-add-icon.png

    The Member access window opens.

  4. Select a user from the Name drop-down menu.

  5. From the Role drop-down menu, select the user's role.

  6. Optionally, enter a message.

  7. Click Add.

    The user is added to the Risk Register.

    If notifications are enabled, an email is sent notifying the user that they have been added.

  8. Click Done.

Adding a user to a specific risk

  1. From the left menu, select Risk.

  2. Select your Risk Register.

  3. Select the Risks tab.

    risks-tab-generic.png
  4. Select the risk you want to add the user to.

  5. In the risk's facepile, click the + icon.

    generic-facepile-add-icon.png

    The Member access window opens.

  6. Select a user from the Name drop-down menu.

  7. From the Role drop-down menu, select the user's role.

  8. Optionally, enter a message.

  9. Click Add.

    The user is added to the risk.

    If notifications are enabled, an email is sent notifying the user that they have been added.

  10. Click Done.