The Portfolio Risk Matrix shows the companies in a portfolio by criticality and security risk. A user's role determines who can set risk thresholds. This article lists the Portfolio Risk Matrix permissions for each role and for each action.
Roles referenced on this page: Users with the Admin, Group Admin, Portfolio Manager, Operations, Internal Business User, User, or View Only role.
What can my role do?
Use this section to find everything a specific role can and can't do with the Portfolio Risk Matrix. For a breakdown by action instead, see By action below.
- Can set risk thresholds.
- Setting risk thresholds does not apply to this role.
- Setting risk thresholds does not apply to this role.
- Cannot set risk thresholds.
- Cannot set risk thresholds.
- Setting risk thresholds does not apply to this role.
- Cannot set risk thresholds.
By action
Permissions key
✅ = Is permitted.
❌ = Not permitted.
➖ = Not applicable and not permitted.
- Set risk thresholds
-
✅ Only Admins can do this.
❌ Internal Business Users, Operations, and View Only cannot do this.
➖ Not applicable to Group Admins, Portfolio Managers, and Users. [Confirm: the Tiers permissions article says Group Admins and Portfolio Managers can set risk thresholds for their group.]
- January 3, 2025: Published.
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