How do I assign entities to my risk directory?

To assign entities to your risk directory, click on “Risk management” in the menu. Then click “Risk directory” on the risk directory you want to assign an entity to. You can assign entities to the entire risk directory or to a specific part of the risk directory, if the entity only has a set of the organizations processes. You can also assign entities to specific risks.

To assign an entity to a process or a risk click on the process or risk and go to the entity tab. Find the entity or entities you want to assign to the process or risk.

Assign entities to the entire risk directory:

HubSpot Video

 

Assign entities to a specific part of the risk directory:

HubSpot Video

 

Assign entities to specific processes or risks:

HubSpot Video