Configuring Owners

Entity ownership allows RiskVision to automatically assign stakeholders for workflow stages, such as assessments, when the entity is selected for the process.

To modify owners:

  1. Click an entity to open. 

  2. Go to Ownership, then click Edit.

  3. Perform one of the following actions: 

    • To change the primary owner, select a different user from the primary owner dropdown.

    • To remove an owner, click X in the top-right corner of the window.

    • To add another user, click Add Owners.

      The Add Addinal Owners dialogue.

  4. Select the ownership type. For more information, see About Ownership Types.

  5. Select a user from the individual user dropdown. Skip this option to assign a team only.
  6. Select a team from the Team drop-down. Skip this option to assign a user only.
  7. Click OK.
  8. Click Save.