Roles and permissions
Only administrators can edit scopes
Filtering hierarchical scopes
From the left menu, select Settings.
Select Scopes.
Click the Filter icon.
The Filter window opens.
Enter one or more of the following criteria:
Hierarchy - Displays only for organizations where Hierarchical scopes are enabled. Enter the node name as the filter. For example, if you have a scope or child scope named Argentina and you want to narrow the search within that, enter Argentina.
Name - Enter a complete or partial scope name.
Owner - Use the drop-down menu to select a team member to view the scopes they own.
Description - Enter a complete or partial scope description.
Members - Use the drop-down menu to select a team member to view the scopes they're a member of.
Custom fields - Use the drop-down menu to filter by a specific custom field.
Tip: Combining filter selections
Multiple selections within the same filter limit results to objects that meet either selection. For example, selecting both Person A and Person B in the By assignee filter shows only objects assigned to either Person A or Person B.
Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter shows only issues assigned to Person A.
Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.
Filtering controls based on hierarchical scopes
From the left menu, select Controls.
Click the Filter icon.
The Filter window opens.
From the Scope drop-down menu, select the parent or child scopes you want to filter by.
The list automatically updates to show only controls with the selected parent or child scopes. Clicking a control link opens the main control.
To show the scope assignments, select the Expand scopes checkbox. Clicking a control takes you directly to the control scope.
Tip: Combining filter selections
Multiple selections within the same filter limit results to objects that meet either selection. For example, selecting both Person A and Person B in the By assignee filter shows only objects assigned to either Person A or Person B.
Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter shows only issues assigned to Person A.
Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.
Grouping hierarchical scopes by custom fields
You can group scopes by custom fields when viewing a parent control. This is helpful if your organization has a large number of scopes.
Note: Grouping scopes is only supported for scopes that include custom fields.
Things to keep in mind when grouping scopes by custom fields:
Scopes are listed in order of creation.
Each group can be expanded or closed.
Group health is determined by the scopes within the group.
Scopes that fall into multiple groups are displayed in each group with an asterisk (*).
The Explore by functionality is ordered the same way as in Settings > Scopes.
Tip: Use type-to-search to reduce a large number of scopes down to a manageable number.
From the left menu, select Controls.
Select the parent control.
From the Group by drop-down menu, select the custom field to group by.
A list is displayed with all matching custom fields.
Renaming a hierarchical scope
Tip: As a best practice, scope names should be searchable by their dimension value(s), e.g., LunaB-NorthAmerica-Cloud, where 'Luna B' is the subsidiary, 'North America' is the region, and 'Cloud' is the software. This allows scopes to act as another layer of data management for your organization. This also applies to scopes without custom fields, e.g., 'HR' for human resources.
Additionally, commas are not supported in scope names.
From the left menu, select Settings.
Select Scopes.
Check the checkbox for the scope name you want to edit, then click the Edit link at the top of the list.
The Edit Scope window displays.
Enter the new name in the Name field, then click Save.
The scope is renamed.
Changing a hierarchical scope owner
Note: Changing a scope owner does not affect other Hyperproof objects. The scope owner doesn't change any information on controls with scopes.
From the left menu, select Settings.
Select Scopes.
Check the checkbox next to the scope you want to edit, then click the Owner link at the top of the list.
The Edit scope owner window opens.
Note: You can also change the owner by clicking the Edit link at the top of the list and selecting a new owner in the Default Owner field.
Select the new owner, then click Confirm.
Editing hierarchical scopes in bulk via the Scopes page
Follow the steps below to edit multiple scopes at once.
From the left menu, select Settings.
Select Scopes.
Select the checkboxes next to the scopes you want to edit.
Do any or all of the following:
Click Delete to remove the selected scopes. If you delete a scope that has child scopes, the children are also deleted. Any scope assignments, such as control scopes associated with the selected scopes, are also deleted. A confirmation window displays warning you about the objects that will be deleted.
Click Create Child Scope to create a child under the selected scope. This is available only when a single scope is selected.
Click Owner to change the owner of the selected scopes. Note that you can assign only one owner to the selected scopes.
Tip: A contact can be the owner of a scope.
Click Members to add or remove team members to or from the selected scopes.
Click a custom field to link it to the selected scopes.
Click Save.