TMH App: Dashboard

Use the Dashboard page in the Trust Management Hub application with its available cards to:

• Review open observations and resolve them.
• Quickly assess and address the most pressing action items for your organization.
• Review relevant usage metrics and recent connections activity of incoming requests.

TMH Dashboard Cards

The following cards can be used in Dashboard of the Trust Management Hub application:

Activity the last 14 days   

Provides an overview of recent connection requests from customers seeking to assess your organization. This card highlights:

• The specific customer requesting the connection.
• When the connection request was submitted.
• Approve or decline action for the incoming assessment request.

Customer Connections Remaining    

Displays how many of your available customer connection licenses are in use and how many remain.

Connected Customers    

Displays the total count of connected customers and identifies those with a pending status.

• Select the count to access the Connections page for comprehensive management of customer relationships.

Findings    

Lists all security findings reported by connected customers. Each finding shows its criticality level, status, description, and remediation response details.

Finding details on the card:

• Criticality: Severity level of the finding (Critical, High, Medium, Low, None).
• Status: Pending or Completed.
• Finding description: Brief summary of the issue.
• Reported by: Connected customer user and date reported.
• Reported on: The artifact or assessment that triggered the finding (e.g., Certification - SOC-2 - Type II).
• Remediation Response: Accepted, Declined, or Pending Response.
• View Finding: Open the detail panel to manage the finding.
• Message count: Number of messages exchanged with the customer about this finding.

In the Finding Overview tab:

• Review the complete finding context and description.
• See who reported the finding and when it was last modified.
• View the customer’s proposed remediation date.
• Choose your remediation response: Accept the proposed date, accept with a different date, or decline. 
• Click Save to submit your response or Cancel to discard changes.
• Upload supporting documents and evidence of remediation (files up to 25 MB).

In the Finding Messages tab:

• Communicate with the customer about the finding.
• Messages are read-only and cannot be edited or deleted once sent.

Total Documents    

Provides a high-level view of your document inventory, including those currently in progress, completed, or requiring immediate attention.

• Select the total count to navigate directly to the Documents page for more details.
• Select the "needs attention" count to view documents required from connected customers.

Actions

Add a Card

A card can be added multiple times.

Instructions:

1. Select the Edit Dashboard button at the top-right of the dashboard.
2. Select the Add Cards button at the top-right of the Edit Dashboard screen.

Organize the Dashboard

Sort the cards cards in the Dashboard.

Instructions:

1. Select the Edit Dashboard button at the top-right of the dashboard.
2. Drag and drop the card to a new location.

Remove a Card

Instructions:

1. Select the Edit Dashboard button at the top-right of the dashboard.
2. Select the Delete button at the top-right of the card.

Restore the Dashboard to Default

Restore the dashboard to the default cards and layout.

Instructions:

1. Select the Edit Dashboard button at the top-right of the dashboard.
2. Select the Restore Default button at the top-right of the Edit Dashboard screen.