Roles correspond to functions within your organization’s hierarchy (e.g. Compliance, Audit, IT Operations, etc.) and can contain permission sets and entitlements to define the access of the members of the role. With the Risk Cloud…
Step Permission Sets are an access type that encompass a collection of steps within an application. As an application builder, step permission sets can be created to correspond to different combinations of steps in your…
Exporting Table Report data via the Risk Cloud API in a CSV or XLSX is a common use case, as it provides a means of exporting record data in the same format as it would…
User Groups are pre-defined groups of users that allow you to provide more detailed access to specific records in your application workflows. With the Risk Cloud API, user group information can be exported for identifying…
User Groups give you the ability to provide more detailed access to particular records in your application, similar to how permission sets allow you to restrict access on steps. User Group access will allow you…
Linking records is a powerful offering provided by the Risk Cloud API, enabling users to build out integrations to automate the internal connections of their Risk Cloud data. Obtain your API Access Token to get…
Whether it’s for parent records or a child records, the Risk Cloud’s Record API empowers integration use cases to automate and process linked records. Obtain your API Access Token to get started. Retrieve Linked Records Endpoints…
Within Risk Cloud, records are moved from one step to another by submitting them. In the Risk Cloud API, we call this endpoint “progressing a record”. When a record progresses, validation is done on the…
The Risk Cloud API contains a variety of endpoints that may return a substantial amount of listed data. These endpoints utilize a style of offset pagination to provide a means of processing the data in…
Creating comments via the Risk Cloud API allows custom integrations to post contextual updates to records to keep related information from external sources centralized in the Risk Cloud. In this article, we will walk through…
From field values to due dates, the Risk Cloud’s Record API enables you to export and process your record data via the Risk Cloud API. Additionally, API users can filter records by application, workflow, step,…
When you create Fields in Risk Cloud, you have the ability to name them, label them, add selectable options, among many other configuration options. In this guide, we will walk through how to do the…