*Please note that only administrator users can alter these risk profile states.
In the Attitude to Risk section, it is possible to describe the client’s ATR by selecting a relevant risk profile. It is now possible to select risk profiles from Dynamic Planner.
To make these risk profiles available in the wizard they must be enabled. To enable these, go to the System Configuration page in the dashboard and select the Risk Profiles so that they are in the ‘Risk Profile enabled’ column in the ‘Risk Profiles Setting’ section of the page.
In the screen capture below, the Dynamic Planner Risk Profiles are enabled.
Alternatively, it is possible to enable them by clicking on the toggle button for the Risk Profiles on the Content Integrations page.
The screen capture below shows the Risk Profilers area in the Content Integrations page for Dynamic Planner.