How do I configure default visibility?

Default visibility is a feature that automatically adds a User or Role to an Ownership for new Items that are Created. Please note that this only affects items created going forward, any Items that have already been created will not be affected.

• Default Visibility Role
• Action Types
• Feedback Types

Default Visibility Role

Site Administrators can configure what Role is added to the 'Also Visible To Ownership' for the following items when they are created:

• Actions & Action Queries
• Assessments & Assessment Queries
• Recommendation & Recommendation Queries
• PIs & PI Queries
• Risks & Risk Queries
• Internal Control Queries
• Feedback Queries
• Reports, Dossiers, Report Folders, Report Layouts & Report Queries
• Policy Queries & Policy Signature Queries
• Classic and Browser Charts
• Categories
• Portals & Portal Groups
• Documents & Document Folders
• Scorecards
• Strategy Maps

To configure this, open the GoTo menu and under the Site Admin section select 'General'

Next, under the 'Default Visibility' heading select Edit to add or change the Default visibility Role. The Current Role will be listed here.

A pop-up menu will then show listing all Roles on your site and only one Role can be used as the Default visibility Role. Select the Role and then 'Save & Close' to confirm. At the bottom of the pop-up menu there is a 'Remove Default' to remove the set Default visibility Role.

Action Types

Action Types can have their own Default visibility configured. This is not restricted to just one Role, multiple Users and Roles can be added and the Ownership that they are added to can also be specified. When an Action is created, Users and Roles specified as Default Owners will be added to the Ownership in addition to the default visibility Role.

To configure this, in the GoTo menu navigate to Action Settings within the Site Admin section. Then, select the Action Type you wish to configure Default Ownership for.

The Default Ownership Panel will list the Users and Roles that are currently set as Default Owners. To add Default Owners, select the 'Default Ownerships' heading and select an Ownership from the list. Alternatively, you can select the Ownership title from an existing one to add or Remove Users and Roles from that Ownership.

Feedback Types

 Just like Action Types, Feedback Types can also have default Ownership setup. To configure this, firstly open Classic and then navigate to 'Feedback Types' under the Feedback Topic button. Next, select a Feedback type and expand the 'Default Ownership' Pannel.

Select the Dots-In-The-Box next to the Ownership you want to configure. A pop-up will then appear, move any Users and Roles you want to add from the section on the left to the section on the Right by using the arrows in the middle of the pop-up.

Once you are happy click 'OK' and then save the changes to the Feedback type using the  button at the top left of the page.