Accessing the Risk Categories Admin Screen
Click your username in the top-right corner
Select “Admin” from the dropdown menu
In the left-hand menu, click “Risk Categories”
Managing Risk Categories
From the Risk Categories screen, Admins can:
Add new categories
Edit category names by clicking on them
Delete unused categories
Merge two categories (transfers all risks and subcategories to the remaining one)
Merging will delete the selected category and move its risk assignments to the one you keep.
Turning Subcategories On or Off
Use the “Use subcategories” switch to enable or disable subcategories for your account
When enabled:
A subcategory dropdown will appear in the Risk Details screen
System filters and reports will include subcategory fields
Subcategories can be created, renamed, or deleted just like categories
Subcategories can only be merged within the same category
Applies to: Admin Users
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