CM App: Collaboration

Your collaboration requests via the Vendor Access Program are tracked in the Collaboration page [ Collaboration] of the Continuous Monitoring application. Track requests made by you or your colleagues and see where your vendors are in the collaboration process. This 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.

Bitsight API: GET /v1/access-requests

Vendor 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

See collaboration statuses.

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:

1. Select the Columns button at the top-right of the table.
2. Check (include) or uncheck (exclude) a field to be visible in the table.
3. Select Apply Changes.

Download Invitations [.csv]

Instructions: Select the Download button at the top-right of the table.

Filter Invitations

Instructions: Use the available Filters on the left.

Resolve Invitations

Mark an invitation as resolved.

Instructions:

• 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.

Resend Invitation

Instructions:

1. Hover over an invitation.
2. Select the Resend Invitation button.

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 vendor.

Filter Values: Vendor 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 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.