Permissions: Trust Management Hub & Vendor Risk Management Data

Refer to the following permissions for accessing and managing Trust Management Hub (TMH) and Vendor Risk Management data, including:

• Artifacts
• Assignments
• Connections
• Edit Company Information
• Executive Summary
• TMH Dashboard
• Findings
• Risk Assessments
• Security Profile

See permissions key, other actions, or learn more about TMH/VRM user roles.

Artifacts

Artifacts represent third party risk management documentation requested from the third party being assessed.

Download Artifacts

✅ Admin

➖ Group Admin

✅ Internal Business User – Download artifacts of assigned vendors.

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only

Assignments

Permissions for Assignments.

Assign Tasks

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

➖ Portfolio Manager

➖ User

❌ View Only

Edit Assignments

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

➖ Portfolio Manager

➖ User

❌ View Only

View Tasks

✅ Admin

➖ Group Admin

✅ Internal Business User – Owned tasks.

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only – Owned tasks.

Connections

Connections can be requested with vendors. The vendor is emailed and prompted to complete their security profile.

Access Connections

✅ Admin

➖ Group Admin

✅ Internal Business User – View assigned vendors only.

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only

Establish Connections

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

➖ Portfolio Manager

➖ User

❌ View Only

Edit Company Information

✅ Admin

➖ Group Admin

❌ Internal Business User

❌ Operations

❌ TMH Access Only Operations

➖ Portfolio Manager

➖ User

❌ View Only

Executive Summary

Access the Executive Summary page.

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

❌ TMH Access Only Operations

➖ Portfolio Manager

➖ User

✅ View Only

TMH Dashboard

View and use the Dashboard in the Trust Management Hub application.

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

✅ TMH Access Only Operations

➖ Portfolio Manager

➖ User

❌ View Only

Findings

Findings are questions or concerns that can be communicated to the third party being assessed and include expected remediation plan or outcome.

Create Findings

✅ Admin

➖ Group Admin

✅ Internal Business User – Download artifacts of assigned vendors.

✅ Operations

➖ Portfolio Manager

➖ User

❌ View Only

Findings Overview Report

Generate the Findings Overview report, which provides a concise overview on the findings identified during vendor assessment.

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only

View Findings

✅ Admin

➖ Group Admin

✅ Internal Business User – Download artifacts of assigned vendors.

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only

Risk Assessments

Vendor risk assessments are used for analysis and executive-level communication.

Risk Assessment Summary Report

Generate the Risk Assessment Summary report, which shows a holistic view of vendor security and risk posture.

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only

Security Profile

A security profile is available for review and scoring. They consist of questionnaires, certifications, and attestations.

Share Security Profile

Share your security profile.

✅ Admin

➖ Group Admin

➖ Internal Business User

✅ Operations

➖ Portfolio Manager

✅ Sales

✅ Sales Operations

➖ User

✅ View Only