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Client Engagement

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Publication Date – April 4, 2023

Your collaboration requests via the Enable Access Program are tracked in the Client Engagement page. Track requests made by you or your colleagues and see where your clients are in the collaboration process.

The comprehensive overview of your collaboration allows you to adjust your communication strategies and internal processes, as needed. The complete history of these requests can help you and your teams determine:

  • To what degree your recipients have engaged with the requests.
  • Who sent the requests.
  • When the request was submitted.

Navigation Options

Insurance App: Client Engagement

Bitsight API: GET /v1/access-requests

See Enable Access Program user permissions.

Actions

Action Instructions
Customize the table❖:
  1. Select the Columns button at the top-right of the table.
  2. Check (include) or uncheck (exclude) a field to be included in the table.
  3. Select Apply Changes.
Download [.csv] invitations: Select the Download button at the top-right of the table.
Mark an invitation as resolved:
  • Use the Mark as Resolved button to the right of an invitation.
  • Check off multiple invitations and then select the Mark as Resolved button at the top of the table.
Refine your search: Use the available filters on the left.
Resend invitation:
  1. Hover over an invitation.
  2. Select the Resend Invitation button.
View invitation details: Select an invitation.

Page Components

Client Access Overview

The collapsible overview shows:

  • Percentage of Selected Folder Invited
  • Percent of Invitations Accepted
    • Accepted = Invitations that have been opened.
    • Not Accepted = Invitations that have never been opened.
  • Current Status Breakdown

See collaboration statuses.

Invitation Details

The details include:

  • Rating at time sent, if available.
  • If subscribed, the current rating.
  • The date of the invitation.
  • Sender information:
    • The sender’s organization.
    • The name of the sender.
  • Recipient information:
    • The recipient’s organization.
    • The name of the recipient contact.
    • The email of the recipient.
  • The reason why the recipient was invited to collaborate.
  • The most recent collaboration message to the recipient.

Fields & Filters

Field Description Filters
Action Plan❖ The action plan assigned to the recipient organization. No
Collaboration Reason The reason why the recipient was invited to collaborate. Yes
Date When the collaboration request was submitted. Within the last:
  • 7d (7 days)
  • 1m (1 month)
  • 3m (3 months)
  • Custom
Folder(s)❖ The folder containing the recipient. Use the context switcher.
Items for Review Supporting data shared as context, providing a starting point for discussions. Yes
Life Cycle❖ The recipient’s progress within Bitsight Life Cycle Stages. No
Recipient(s) Recipient user(s). Yes
Relationship❖ The company relationship between the sender and recipient. No
Sender The sending user. Yes
Status The status of your collaboration. Yes
Tier❖ The tier assigned to the recipient. No
To Company The recipient. Yes

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