Client Accounts
Understand your RiskOS™ client account, what you can access, and how your Channel Partner manages your environment.
If your organization's RiskOS™ account is managed by a Channel Partner, this section explains what you can see and do in your account. Your Channel Partner handles onboarding, product configuration, and — depending on your tier — workflow management on your behalf.
How your account works
Your account is part of a Channel Partner organization. The Channel Partner holds a management account and manages one or more client accounts, including yours. Each client account is assigned a plan tier — either Standalone or Centrally Managed — that determines which RiskOS™ features you can access.
graph TD
CP["Channel Partner
Management Account
Manages your account"]
CP --> YOU["Your Account
Standalone or Centrally Managed"]
CP --> OTHER["Other Client Accounts"]
Your Channel Partner is responsible for:
- Onboarding your account and assigning your plan tier
- Configuring products and enrichment settings
- Creating users and roles for your team (in coordination with you, depending on your tier)
- Managing workflows (Centrally Managed) or supporting your team as needed (Standalone)
What you can do
Your capabilities depend on your plan tier. The table below summarizes the key differences.
| Capability | Standalone | Centrally Managed |
|---|---|---|
| Workflows | Create, modify, delete, test, move to live | View only |
| Fraud Case Management | View | View |
| Dashboards | View | View |
| Reports | View and create | View and create |
| Configurations (tags, statuses, queues) | Full access | No access |
| Allow/Deny Lists | Full access | No access |
| Reason Codes | View | No access |
| Audit Logs | View | View |
| Event Managers | View and create | No access |
| Users and Roles | View | View |
For a detailed breakdown, see Understanding Your Tier.
Your Dashboard
When you log in, the RiskOS™ Dashboard displays the features available to your tier. The sidebar contains navigation items for the features you can access, and the main content area shows the page you navigated to.
Key elements of your Dashboard:
- Sidebar — Navigation links to Dashboards, Workflows, Cases, Reports, and other features based on your tier
- Use case selector — A dropdown that scopes the Dashboard, Workflows, and Cases views to a specific use case
- App bar — Search, notifications, and your user menu
- Settings — Access to Users, Product Configuration, Audit Logs, and Configurations (availability varies by tier)
For more details, see Viewing Your Dashboard.
Your Channel Partner's role
Your Channel Partner can switch into your account at any time to configure settings, review cases, or manage workflows on your behalf. When your Channel Partner is viewing your account:
- Their actions take effect immediately
- All actions are recorded in your account's audit logs under Settings > Audit Logs
- You do not receive a notification when they switch in or out
Note:
Your Channel Partner's access to your account is not something you can restrict or disable. If you have questions about actions taken in your account, review the audit logs or contact your Channel Partner.
Getting started
| Task | Guide |
|---|---|
| Understand your tier and what you can do | Understanding Your Tier |
| Manage users in your account | Managing Your Users |
| Navigate your Dashboard | Viewing Your Dashboard |
Updated 7 days ago