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Risk tracking turns compliance failures into a risk register with scoring, ownership and reporting. This page is for MSP staff who set it up. These settings apply to the whole tenant, not one company. Risk Management explains the register and individual risks.

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Before you start

  • The Compliance feature must be available for your account.
  • Open Settings > Compliance and click the Risk tab. You need Compliance settings access to view it.
  • Turning risk tracking on or off needs manage access. Adding, editing, reordering and archiving categories needs write or manage access.

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Turn on risk tracking

1

Open the Risk tab

Go to Settings > Compliance and click Risk. The page is titled Compliance risk.
2

Choose a category starter

Under Choose a category starter, click one card.The starters are only category lists. They do not make you compliant with a framework.
3

Click Enable risk tracking

Click Enable risk tracking (or turn on the Enable risk tracking switch). The confirmation dialog shows the starter you picked.
4

Confirm

Click Enable risk tracking in the dialog. Cancel leaves risk tracking off. A toast says Compliance risk tracking enabled.
5

Review the result

Check Risk categories on the page and the Risk workspace before you introduce the workflow to your team.
Enabling does more than flip a switch. It also creates the system Risk Dashboard and prepares risks from eligible compliance findings. If you turn tracking back on later with the same starter, your categories stay as they are. If you pick a different starter, MSPortal adds the starter’s missing categories and keeps all existing ones.

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Add or edit a category

1

Open the dialog

Under Risk categories, click Add category. To change an existing category, open its More category actions menu and click Edit.
2

Enter the name and color

Enter a short Category name and choose a Category color. If you type a color, use a full six-digit hex value such as #0d9488.
3

Save

Click Save. A toast confirms Risk category created or Risk category updated. Cancel discards your changes.
Blank Create risk category dialog with name, color and save controls.

The Create risk category dialog. Save is required to create the category.

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Reorder, archive or restore a category

1

Reorder

Click Move category up or Move category down on a category. Each click saves at once.
2

Archive

Open the category’s More category actions menu and click Archive category. It saves at once. An Archived badge appears. Existing risks that use the category keep it.
3

Restore

Open the menu on an archived category and click Restore category.
The Scoring matrix is a fixed reference. Every risk is scored as likelihood times impact on a 5 by 5 scale. The severity bands are Low 1 to 4, Medium 5 to 9, High 10 to 16 and Critical 17 to 25. Category colors and order do not change the bands.

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Turn off risk tracking

1

Open the Risk tab

Go to Settings > Compliance and click Risk.
2

Turn off the switch

Turn off Enable risk tracking. It saves at once with no confirmation. A toast says Compliance risk tracking disabled. Existing risk data has been preserved.
Turning tracking off hides the feature. It does not delete your risks. Do not use the switch to preview a different starter. Check how it affects your team’s register and reports first.

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Troubleshooting

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Frequently asked questions

No. Click Enable risk tracking and confirm in the dialog.
No. When you turn tracking back on with a different starter, MSPortal adds the missing starter categories and keeps the rest.
No. It hides the feature and keeps the data.
No. Reordering, archiving and restoring save at once. Name and color changes use the dialog’s Save.
No. Existing risks keep the category.
No. It is a fixed 5 by 5 scale.
No. A client sees a risk only when it is marked visible to clients and approved by an MSP user, and the client has Compliance access to that company.