What Is the Risk Portfolios Feature?
If your organization has the Risk Portfolios feature enabled, you can:
Restrict user access to certain risks and resources
Filter explorers and reports based on portfolio assignment
To verify if this feature is active, a System Administrator can check the “Risk Portfolios” setup screen in the Admin area.
How User Access Is Controlled
Admins can create confidential Risk Portfolios in the Admin screen
Standard Users (non-admins) are assigned to specific portfolios
When users log in, they only see:
The portfolios they have access to
The risks and records associated with those portfolios
This ensures that sensitive risks and data are visible only to authorized users.
Portfolio-Based Filtering in the System
Most of the following areas can be filtered by portfolio:
Explorer screens
Reports
This makes it easier to manage large volumes of data and maintain confidentiality across teams or departments.
Applies to: Admin Users, Standard Users
Keywords: user access, risk portfolio, restrictions, permissions, admin settings, data visibility, confidential access