Note: You must have Master user permissions on your profile in order to access the account settings and module setup.
To set up risk register tasks, follow the steps below:
From the home page click Menu (the three horizontal lines in the top left of the screen).
Click Account Settings.
Click Tasks Setup.
Click Risk Register.
Click Allow Risk Register Review tasks to be assigned to then select Supervisors, all module users or Firm groups.
Under, Default Users to Notify, select which users to notify of any Risk Register Review tasks.
Click Save.
