Understanding Your Tier

Your Channel Partner assigns your account a plan tier — Standalone or Centrally Managed — when they onboard your organization. Your tier controls which RiskOS™ features you can access and whether you can manage certain resources yourself or rely on your Channel Partner.

Standalone: Self-service

Standalone accounts are designed for organizations with a technical team that manages their own workflows and configurations. With Standalone, you can:

• Create, modify, test, and deploy workflows — Build and manage your own workflows end-to-end, including moving them to live
• Manage configurations — Create and edit tags, statuses, and queues
• Manage allow/deny lists — Add and remove entries from your lists
• View reason codes — See the reason codes applied to your decisions
• Create event managers — Set up event-driven automations
• View and create reports — Access the Reports section to generate and review reports
• View cases and audit logs — Review fraud cases and track account activity

Your Channel Partner can still switch into your account to assist with configuration or troubleshoot issues.

Centrally Managed: View-only

Centrally Managed accounts are designed for organizations that prefer their Channel Partner to handle workflow management and configuration. With Centrally Managed, you can:

• View workflows — See the workflows your Channel Partner has configured, but you cannot create, modify, or deploy them
• View cases — Review fraud cases in your case queues
• View and create reports — Access the Reports section
• View dashboards — See your Business and Operations dashboards
• View audit logs — Track activity in your account

You cannot access:

• Configurations (tags, statuses, queues)
• Allow/deny lists
• Reason codes
• Event managers

Your Channel Partner manages these resources on your behalf.

Feature comparison

How your tier interacts with your role

Your account access is determined by two layers:

1. Tier — Sets the ceiling for what features are available in your account
2. Role — Determines your individual permissions within the features your tier allows

graph TD
    T["Your Tier
    (Standalone or Centrally Managed)"]
    R["Your Role
    (assigned by admin)"]
    A["Your Actual Access"]
    T --> A
    R --> A

For example, if your account is Centrally Managed and your role grants Full Access to Workflows, you still cannot create or modify workflows — your tier restricts that capability. Conversely, if your account is Standalone but your role only grants View Only access to Workflows, you can view workflows but not create or modify them.

Checking your tier

You can identify your account tier by looking at the Client View banner that appears at the top of the Dashboard when your Channel Partner views your account. However, as a client user, you may not see this banner directly.

To confirm your tier, check which features are available in your sidebar:

• If you see Configurations, Allow/Deny Lists, and Reason Codes → You are on Standalone
• If those items are missing → You are on Centrally Managed

If you are unsure about your tier, contact your Channel Partner.

Changing your tier

You can't change your own tier, and you can't change a tier from the Dashboard once an account is onboarded. If your team's needs change — for example, you hire a technical team and want to manage your own workflows — contact your Channel Partner to discuss your options.

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