Roles and permissions
Only administrators can edit scopes and child scopes
Filtering child 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 or child scope description.
Members - Use the drop-down menu to select a team member to view the scopes or child 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.
Renaming a child scope
From the left menu, select Settings.
Select Scopes.
Check the checkbox for the child scope 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 child scope is renamed.
Changing a child scope owner
Note: Changing a child 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 child scope you want to edit, then click the Owner link at the top of the list.
The Edit scope owner window opens.
Select the new owner, then click Confirm.
Bulk editing child scopes
From the left menu, select Settings.
Select Scopes.
Select the checkboxes next to the child scopes you want to edit.
Do any or all of the following:
Click Delete to remove the selected child 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 child scopes. Note that you can only assign one owner to the child scopes you selected.
Tip: A contact can be an owner of a child scope.
Click Members to add or remove team members to or from the selected child scopes.
Click a custom field to link it to the selected child scopes.
Click Save.