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👥 Roles and permissions
The following roles can add a user to the risk intake register:
Anyone with manager or contributor permissions for the register.
After you’ve set up your risk intake register, you can add team members. Members of the intake register can manually add proposed risks for evaluation or update the intake survey used to collect proposed risks from other team members.
Roles and permissions overview for objects
Facepiles are found on all individual objects, such as risks, and in parent modules, such as the Risk Register. You can add a user to a specific object OR the entire module.
Object roles include:
Managers
Can manage content, members, and settings
Can share, add, edit, or remove files
Contributors
Can share, add, edit, or remove files
Cannot add members or manage settings
Viewers
Can view information about objects where they are a member or have inherited access
Can export objects from the grid view if they are members of the objects or have inherited access
Adding a user or group to the intake register
Administrators can join the intake register at any time. Other members of your organization must be explicitly added to the register to view and participate in it.
From the left menu, select Risk.
Click the Intake register card.
Click the + icon in the upper-right corner.
The Member access window opens.
From the Add tab, do the following:
Below Add new, select the Users or Groups radio button.
User - An individual user.
Group - A group of individuals with shared responsibilities. See Working with groups or Adding a group as a member of an object
💡 Tip
You can add multiple users or groups as long as they share the same object-level role.
From the Name drop-down menu, select the name of the user or group you want to add.
From the Role drop-down menu, select an object-level role for the user or group.
Manager - Can manage and share content, and manage object members and settings.
Contributor - Can share, add, and remove files from objects where they are a member.
Viewer - Can view information about objects where they are a member or have inherited access.
Optionally, enter a message for the user or group.
Click Add.
The user or group is added to the risk intake register.
If notifications are enabled, an email is sent notifying the user that they have been added.
Click Done.