SECTARA Knowledge Base

Search Knowledge Base by Keyword

Criteria, Asset Categories & Risk Types

When an Account Administrator first signs into their account, a set of criteria appears in their Criteria Library by default.

The Account Administrator is free to edit/rename this set, but until at least one other set is created, they are not able to delete it (this is because the account would be left with no criteria as you cannot create new sets – you simply rename and modify existing sets).

The default criteria is also visible to Organisational and Business Unit Administrators, once those users have been created. However, and while they cannot edit the default set of criteria (or any other that is owned by the Account Administrator), they can save a copy of it under a new name.

In all cases such as this, where a lower level administrator saves a new set of criteria, it will only appear in that user’s Critieria Library. This is to prevent criteria Libraries ofr higher-level administrators becoming populated by lower-level admins. It is also useful in situations where one organisation should not see the criteria of another (one exception to this is where they have a common Organisational Administrator, and where that user has assigned individual sets of criteria to multiple or all organisations that they have access to). The last point highlights SECTARA’s ability to limit which organisations/business units to assign saved criteria to.

Admins can assign saved sets to all, some or single organisations/Business Units that they have been assigned to. Only the Account Administrator can save criteria so as to be accessible by all organisations and business units. The same rules apply to Asset Categories and Risk Types.