Configuring Topics
Who is this article for?Site Administrators manage visibility access in Classic.
Site Admin permissions are required.
Access in Classic is limited by permissions and visibility of Topic buttons. This article will show you how to alter these settings.
In this article:
1. Topics
Topics are defined as the modules available on your site. They can be used to limit the permissions end Users have to areas of Risk Management Classic.
There are two types of Topics:
-
Global Topics
- Default Topics available on your site. Site Administrators cannot create, modify, or delete them but they can edit who has visibility of them.
-
Non-Global Topics
- Custom Topics. Site Administrators can create, modify, and delete them, and edit who has visibility of them.
2. Editing Topic content
To configure Topic content:
- Click the 'Admin' Topic button.
- Select 'Topics'.
- Choose the Topic you want to edit from the list on the left.
- Click 'Add/Remove' windows (under 'Windows in this Topic').
- Select the areas that need to appear for the Topic.
- Confirm by clicking 'OK'.
- Click 'Save' in the toolbar.
To alter the order of the Topic content, use the 'Move Up' and 'Move Down' options that become active once you have added more than one area. Click 'Save' to confirm the new structure.
3. Editing Topic visibility
You can change the Topic access for many Users using the Admin Topic or for a single User using their notebook.
Admin Topic
There are three visibility panels in the Topic notebook, two of which can be edited:
- Directly assigned to these Users (editable)
- Directly assigned to these Roles (editable)
- Indirectly assigned to these Users (not editable)
To edit the Users/Roles assigned to Topic:
- Select the panel name to expand it.
- Click the three-dot menu button.
This will open the 'Add/Remove' pop-up.
- Move Users/Roles you need to have visibility to the right.
Remove Users/Roles by moving them to the left.
Use the double arrow to move all Users/Roles listed. - Confirm by clicking 'OK'.
- Click 'Save'.
User notebook
To edit the Topics assigned to the User:
- Open the User profile.
- Select 'Can See These Topics'.
This will expand to show a list of modules the User has access to.
- Click the three-dot menu button.
This will open the 'Add/Remove' pop-up.
- Move Topics you want the User to have visibility to the right.
Remove Topics by moving them to the left.
Use the double arrow to move all Topics listed. - Confirm by clicking 'OK'.
- Click 'Save'.