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Creating Rulesets

As discussed in "Understanding Rulesets", a ruleset is a collection of rules configured by a Global Administrator (GA) or an Organization Administrator (OA.)

Important! If created by a GA, a ruleset is only available for copying for individual organizations. Therefore, an OA must either create a new ruleset by copying the global ruleset, or must re-create the ruleset again at the organization level.

See "Creating Rulesets" for detailed information on how to create a ruleset.

Important! After you create a ruleset, you must migrate it to production for it to be available for activation.

Assigning Rulesets

After an OA creates a ruleset for their organization and migrates it to production, you must activate this ruleset for an organization within your scope for it to take effect. To assign an existing ruleset to the current organization:

  1. Ensure that you are logged in with the required privileges and scope to assign rulesets.
  2. Activate the Organizations tab.
  3. Under the Manage Organizations section, click the Search Organization link to display the Search Organization page.
  4. Enter the complete or partial information of the organization you want to search and click Search.

    A list of organizations matching the search criteria appears.

  5. Under the Organization column, click the <ORGANIZATION_NAME> link for the required organization.

    The Organization Information page appears.

  6. Activate the RiskFort Configuration tab.
  7. Under the Ruleset section, click the Assign Ruleset link.

    The Assign Ruleset page appears.

  8. Select the ruleset that you want to activate from the Select Ruleset to assign list.
  9. Click Save to make the specified ruleset active for the current organization.