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.
Company Access Overview
The collapsible overview shows:
- Percentage of Portfolio Invited
- Percent of Invitations Accepted
- Accepted = Invitations that have been opened.
- Not Accepted = Invitations that have never been opened.
- Current Status Breakdown
Actions
Collaboration Messages
You can provide context via collaboration messages.
Instructions: See collaboration messages to view, send, export, and configure your notifications.
Customize the Data
Customize the data included in the table.
Instructions:
- Check (include) or uncheck (exclude) a field to be visible in the table.
- Select Apply Changes.
Download Invitations [.csv]
Filter Invitations
Resolve Invitations
Mark an invitation as resolved.
Instructions:
- Use the Mark as Resolved button to the right of an invitation.
Resend Invitation
Instructions:
- Hover over an invitation.
View Invitation Details
Instructions: Select an invitation from the table.
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
- Date
-
When the collaboration request was submitted.
Filter Values: Date range within the last…
- 7d (7 days)
- 1m (1 month)
- 3m (3 months)
- Custom
- Sender
-
The sender.
Filter Values: Sender name.
- To Company
-
The recipient company.
Filter Values: Company name.
- Recipient(s)
-
Invitation recipients.
Filter Values: Recipient name.
- Reason
-
The reason why the recipient was invited to collaborate.
Filter Values: Reason slug name.
- Items for Review
-
Supporting data shared as context, providing a starting point for discussions.
Filter Values: Supporting data slug name.
- Collaboration Status
- The status of your collaboration.
- Folder(s)
-
The folder containing the recipient organization.
Filter Values: Folder name.
- Tier
-
The tier assigned to the recipient organization.
Filter Values: Tier name.
- Action Plan
-
The action plan assigned to the recipient organization.
Filter Values: Action plan name.
- Relationship
-
The company relationship between the sender and recipient.
Filter Values: Relationship name.
- Life Cycle
-
The recipient’s progress within Bitsight Life Cycle Stages.
Filter Values: Life cycle stage.
- October 6, 2023: Continuous Monitoring app only.
- February 22, 2023: Defined % Accepted and % Not Accepted in the collapsible overview.
- November 11, 2021: Added navigational instructions for the Continuous Monitoring application.
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