For the complete documentation index, see llms.txt. This page is also available as Markdown.

Teams

Teams

A team is a collection of users within RiskBase, a team can be used to assign actions or to limit access to certain templates in the platform.

For a how-to on creating teams click here.

To create a team in RiskBase go to admin.riskbase.uk right click on the organisation in the explorer bar on the left hand side, once the drop down opens click ‘New Team’ and then give the team a name.

Limiting template access through teams.

Restricting access to a specific template such as ‘Reg-10 Responsible Person Checks’ can be done as below.

Open the team by clicking the dropdown next to the organisation name the team is in, then the drop down next to ‘Teams’, right click the team you want to add a specific template to and click details. Once open click ‘Edit Section’, click the drop down for ‘Templates’

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