Delete a Risk Profile 


You can only delete a Risk Profile if none of your clients are assigned the Risk Profile. A message will appear to inform you if a client is assigned, and you need to change the Risk Profile that is associated with them. 

Navigate to Setup à Risk Profiles à Click on the Delete icon to delete a Risk Profiles  

 

Edit a Risk Profile 


Risk Profiles can be edited, by typing over the existing text and any Client who has been allocated this Risk Profile will now have the new edited version attached to them. 

Navigate to Setup à Risk Profiles à Edit Risk Profile