To add Risk profiles to your Workspace.
💡Note: Only Workspace Admin can update Workspace Risk Profiles.
Click on your Avatar and select Your Profile, from the drop down menu.
Select the Workspaces tab
View the Workspace you wish to add Risk Profiles to
Select the Asset Classes tab
Set these how you would have them based on your Xplan site
Select the Risk Profiles tab
Click the Add Risk Profile button
Capture all Risk Profile fields to match your Xplan site
💡Note: The Profile Name * field needs to exactly match the Risk Profile names used in your Xplan site. The Profile Description * field will be used in the Output document to explain the profile details.
