Multi-Entity Support: Part 3

We are excited to launch support for Multi-Entity across other modules, such as Audit Center and Risk Management.

How does it work?

1. Configuring Multiple Entities: To begin using the 'Multi-Entity' feature, admins can access the "Settings" section of the platform. Within this section, they will find an option to "Manage Entities." Here, they can set up and manage various entities such as Business Units (BUs), Products, Subsidiaries, or any other distinct organizational units relevant to their business.

2. Linking Entities to Audit Center: At the time of creating a new audit, users will have the option to link specific entities to the audits. This functionality serves as a bridge between entities within an organization and the Audits in the 'Audit Center.' Users can select one or multiple entities to ensure that the audit is appropriately aligned with the corresponding organizational unit.

3. Editing Entity Associations for Current Audits and Completed Audits:

Users can edit the Entities for both current audits which are being created already and completed audits by clicking on the pencil icon.

4. Once the user clicks on the pencil icon, users can be able to link entities based on either organization-wide or any specific entities.

4. Linking Entities to Risks:

At the time of creating new risks, users will have an option to link specific entities to the risks. This functionality serves as a bridge between entities within an organization and the risks. Users can select one or multiple entities to ensure that risk is appropriately aligned with the corresponding organizational unit.

5. Editing Entity Associations for existing risks:

Users can edit the Entities in the risk that is being created already by clicking on the pencil icon.

6. Filtering by entities in the Risk management module dashboard:

To enhance the user experience, users can now also be able to filter entities in the risk management module dashboard. This filter allows users to view and analyze the risks specific to a particular entity.

7. Filtering by entities in the Controls tab inside risk:

If you have any questions or issues, please reach out to your assigned customer relationship manager. They'll be happy to assist you!

To view all the product updates, please click here.