Enable project risk assessment to Team member license users

Introduction:

Previously, users holding a Team member license had restricted access to only viewing risk assessment questions and answers on the project/matter screen. These users now have the capability to actively respond to the risk assessment questions as part of the project onboarding process.

Risk Assessment Questions and Answers:

The risk assessment questions and answers can now be accessed via a newly introduced screen. To access this screen, navigate to the project/matter and then select Project > Set up > Risk assessment.

This newly introduced form provides identical functionalities to the risk assessment section available on the project screen.

Security Configuration:

To grant access to the risk assessment screen, please ensure that users have been assigned the following security privileges:

• View only permission: Project risk assessment view
• Maintain permission: Project risk assessment maintain

These privileges are utilized out-of-the-box by the “Inquire into project master” and “Maintain project master” duties, respectively.