As a Manager, the first screen that you will see after logging in will be the Organisation Criticality Distribution. This 6x6 matrix can plot "Impact" against "Risk" for all suppliers on the system, and also appears on the organisations’ page as an additional filtering option.
By default, you will see here the information from the Organisation’s Default scorecards, however, you can change the Scorecard type for one that has the most important information for you. You can click through the fields with numbers and see which Organisations belong to the chosen criticality.
In the example below, you can see Organisations in the chosen field for ‘High’ Risk and ‘Very High’ Impact, based on Supplier Onboarding Scorecard. From here, you can also easily access the company details page and its scorecard.
Below the Organisation Criticality Distribution there is another graph that shows Status of Assessments, on which you can immediately see assessments sorted by their status into the following categories:
Issued - Assessments that have been created but not sent/sent for completion but not opened
In Progress - Assessments that have been opened but not completed (either on target or late for submission) and assessments that have been sent back to the Completer for the clarification
For Review - Assessments that have been submitted but not reviewed yet, under submission (either on target or late for approval)
Approved - Assessments that have been approved
Rejected - Assessments that have been rejected
Cancelled - Assessments that have been cancelled
You can view all assessments, or sort them by their category below the graph.
At the bottom of the Summary page, there is Assessment Score Distribution which again can be sorted either by the assessment status (approved/rejected/all) or/and their category.
The right side of the menu shows logged in username and capabilities for this user (Assessor, Completer, Manager).
In this menu you can:
See what user capabilities you have (Manager/Completer/Assessor/Admin)
See more information about Rizikon Assurance (which will direct you to rizikon.io website)
If you are a user with Admin capability assigned, you can also access Settings options here
Switch to Portal view, or toggle back to manager view.
The portal view is what Completers and Assessors will have access to if they do not also have the manager capability (this view does not have access to Contacts, Organisations, Dashboard, Scorecards etc). In the portal view you can only see assessments that you are directly involved in, for instance as a Completer Completer you will see the assessments that you need to complete, as an Assessor you will see assessments that need to be addressed and assessed.
Change your password
Set up Two-Factor Authentication - Here you can see if the Two-Factor Authentication has been set and set it up if it is not or disable it for your account.
This setting is only to be used to set up/disable 2FA on your own account.
If you would like to know more information on how to make 2FA mandatory for all of the users on your platform, please see more info under Tennant Settings.
Logout of the portal
It is easy to set up, all you need to do is to scan the QR image using the authentication app and enter the confirmation code from your mobile phone Google Authenticator app.
You can find more about setting up 2FA in this guide and also on this video help guide.