Permissions: Collaboration

The Client/Vendor Access Program allows you to collaborate with other companies, such as helping a third party improve their Bitsight Security Rating, by extending an invitation to allow access to the Bitsight platform.

• Assign Point of Contact
• Invite
• Manage Messages
• Set Up Client Registration
• View Progress

Assign Point of Contact

Actions

Assign a point of contact (POC) for portfolio companies via the Bitsight API and edit their information.

Permitted Roles & Details

✅ Admin

✅ Group Admin – Manage the POC for companies in their own group.

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

Invite

Actions

Invite a company to collaborate. You must be subscribed to the recipient organization.

Permitted Roles & Details

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only

Manage Messages

Actions

Edit or delete collaboration messages.

Permitted Roles & Details

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only

Set Up Client Registration

Actions

Generate a registration page for clients to sign up for the Client Access Program.

Permitted Roles & Details

✅ Admin

❌ Group Admin

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

View Progress

Actions

View invitations and collaboration progress.

CM App: Collaboration

Insurance App: Access Invitations

Permitted Roles & Details

✅ Admin

✅ Group Admin – View invitations and progress for collaboration in their own group.

➖ Internal Business User

➖ Operations

✅ Portfolio Manager – View invitations and progress for collaboration in their own group.

✅ User – View invitations and progress for collaboration in their own group.

➖ View Only