If your organization’s subscription includes the Risk Portfolios feature, you will have an easy way to control access to risks and other resources. To check if the feature is active, your System Administrator can view the “Risk Portfolios” set up screen in the administration area of the system.

This feature provides to primary functions:

1. As a way to control user access to certain risks and other records

2. As an additional method for filtering system explorers and reports

If this feature is enabled for your organization, your System Administrators can create confidential Risk Portfolios in the admin screen area. System Administrators will assign Standard Users (i.e. non-admin users) to each Risk Portfolio. Risks and other resources can then be optionally placed in a confidential Risk Portfolio. When Standard Users log into the system, they will only see the portfolios and associated records that they have access to. Most explorer screens and reports in the system can be filtered by portfolio.