RiskBase Desktop

Features & Access

Use Features & Access to setup what users can do and see whilst using RiskBase.

Features & Access settings can be applied directly to Users or to User Groups. Users inherit settings from user groups they’re assigned to; this provides an efficient way to manage Features & Access for groups of users.

Features

Turn features ON and OFF to set what users can do whilst using RiskBase. For example, you may want a user to see assessments but not create new ones.

Change Feature Settings

  • From your organisation’s Details page, select the Features & Access tab.
  • Choose a user (or user group) from the drop down and select the Features tab.
  • All features will be displayed. The user’s settings and any settings inherited from user groups are displayed.

Turn Features ON or OFF

  • Mouse over the feature you’d like to turn ON or OFF.
  • Click ON or OFF.
  • When you’ve finished, click Save.

Remove an ON or OFF Setting

  • Mouse over the feature you’d like to remove the setting for.
  • If the feature is currently set to ON, click ON again. If the feature is currently set to OFF, click OFF again. After clicking the button you’ll notice it becomes depressed; the setting has been removed.
  • When you’ve finished, click Save.

Understanding Inheritance

As described above, users inherit settings from user groups they’re assigned to. Features inherited from a user group are display after the features name.

Access

Limit what Objects users can see in your organisation. This setting can either be set for a user or set for a user group and inherited by its users.

Change Access Settings

  1. From your organisation’s Details page, select the Features & Access tab.
  2. Choose a user (or user group) from the drop down and select the Access tab.
  3. Your organisation’s objects are displayed. The user’s settings and any settings inherited from user groups are displayed — objects the user can see are shown in green, objects the user cannot see are shown in red.

Example 1

Hide all objects except London and everything within London:

  1. Mouse over the organisation, in this example it’s called Your Organisation. Click HIDE to hide everything in the organisation.
  2. Mouse over the object you want the user to see, in this example it’s London. Click SHOW to show London and everything within London.
  3. Click Save

The user can now only see London and everything within London. They’ll be able to see new objects added to London, but not objects added elsewhere.

Example 2

Hide all objects except Buckingham Palace:

  1. Mouse over the organisation, in this example it’s called Your Organisation. Click HIDE to hide everything in the organisation.
  2. Mouse over the object you want the user to see, in this example it’s Buckingham Palace. Click SHOW to show just Buckingham Palace.
  3. Click Save

The user can now only see Buckingham Palace. They cannot see anything else and will not see any new objects added.

Example 3

Show all objects except Manchester and everything within Manchester:

  1. Mouse over the object you want to hide from the user, in this example it’s Manchester. Click HIDE to hide Manchester.
  2. Click Save

The user can now see everything except Manchester and everything within Manchester. They’ll be able to see new objects to anything other than Manchester.

Inheritance

A user can be assigned to multiple user groups. The order in which the user groups are setup is the order their settings are applied to users. For example, the outcome of the following three groups after they’ve been applied, is:

Order User Group Name Feature 1 Feature 2 Feature 3 Feature 4
1 User Group A ON OFF
2 User Group B OFF ON
3 User Group C OFF
  Outcome OFF ON OFF OFF

A user’s Features & Access settings are always applied last, overriding group settings.