Legacy Bitsight VRM Frequently Asked Questions – Bitsight Knowledge Base

Applications

Where do I log in to access Bitsight VRM?
How do I reset my password?
What browsers are supported?
How do I approve new users for my account?
Can I invite other users from my organization to my Legacy Bitsight VRM account?
I am not the right contact, what can I do?
How do I get approved to access my account?
How do I find what is needed for an assessment?
How do I upload required documentation?
I have already filled out the questionnaire outside of the platform, can I upload my answers to the questionnaire in Legacy Bitsight VRM?
How do I request more time to fulfill requirements?
How do I submit my requirements (Questionnaires/Assurances)?
How do I clear out my answers in a questionnaire?
Can I update my answers in a questionnaire?
How do I navigate from one category to the next in a questionnaire?
How do I know I am done with my requirements?
Who can see the assurances and questionnaires that I upload to my account?
I am 100% complete. What is next?
Where can I review and address findings?

You can login here: https://app.thirdpartytrust.com/login

How do I reset my password?

You can reset your password here: https://app.thirdpartytrust.com/forgot

An automatic email will be sent to you with the instructions that will allow you to reset your password. Be sure to check your spam inbox in case you have not received it.

What browsers are supported?

For Windows 8 or newer:

Google Chrome (latest version)—Best experience
Firefox (latest version)
Microsoft Edge (latest version)

For Mac:

Google Chrome (latest version)—Best experience
Safari (latest version)
Firefox (latest version)

Internet Explorer 11 is not supported.

How do I approve new users for my account?

See Approve New Users for instructions.

Can I invite other users from my organization to my Legacy Bitsight VRM account?

Yes, you can. See Get Started - Create and Invite Users for instructions.

I am not the right contact, what can I do?

If you are not the right contact, inform Bitsight Support on who the right contact should be. We will take it from there.

How do I get approved to access my account?

If you have logged into your account for the first time, you may need to be approved by an eadmin before you fully access Bitsight VRM. A message will appear including the email addresses of those existing admin users. They can refer to Approve New Users for instructions.

If you cannot reach out to that user, contact Bitsight Support.

How do I find what is needed for an assessment?

You can review what has been requested to your organization as part of an assessment by clicking on the Customer logo. See Review Customer Requirements for more information.

How do I upload required documentation?

Select Assurance Programs at the top navigation bar to upload required (and optional) documentation. See Upload Assurances for more information.

I have already filled out the questionnaire outside of the platform, can I upload my answers to the questionnaire in Legacy Bitsight VRM?

Use the Upload Excel/CSV button inside the questionnaire to upload your answers.

Be sure you are uploading an XLS formatted document.
Your survey column headers should match the Bitsight VRM uploader format. To check this, download our copy and cross check your headers with ours. Common headers that are off include Question RefID (3PT), Answers (3PT) and Notes (3PT)

If you are uploading a SIG survey, the best solution is to save the Full or Lite tab as a CSV and ensure the column headers match ours, which can be accessed by downloading a copy.

See Access and Fill Out Questionnaires for more information.

If you require any assistance with the upload, contact Bitsight Support.

How do I request more time to fulfill requirements?

Reach out to your customer directly or contact Bitsight Support, so that we can request it on your behalf.

How do I submit my requirements (Questionnaires/Assurances)?

Your answers are stored as you provide them and your documents are saved as you upload them. Once you fullfill all the requirements, the assessment is automatically submitted. See Access and Fill Out Questionnaires for details.

How do I clear out my answers in a questionnaire?

To clear out answers in a questionnaire, click again on the selected answer.

Can I update my answers in a questionnaire?

You can update your answers when necessary, as long as the questionnaire is not locked by the client. If the questionnaire has the "locked" label, you will need to contact the client first in order to change the answers.

Use the left panel where all categories are listed. Alternatively, at the very bottom of the questions section for each category, you will see navigation buttons to go to the next or previous category.

How do I know I am done with my requirements?

If you are done with all your customer requirements, your progress bar on the upper-left corner shows 100% completion.

If you want to know your progress on a particular customer assessment, you can do so by clicking on the Customer logo.

See Review Customer Requirements for more information.

Who can see the assurances and questionnaires that I upload to my account?

Only your active customer connections will be able to see the information you have uploaded to your account.

I am 100% complete. What is next?

No further action is required for the time being. You will be notified if the customer requires additional information, reports findings, or has questions.

Where can I review and address findings?

Go to the Findings page.

June 3, 2024: Added directory.