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Collaboration Outreach Workflow

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  • March 21, 2023: Insurance app navigation instructions.
  • June 15, 2022: Assign CCs.
  • May 14, 2021: New collaboration messaging capability.

Refer to this workflow to invite your third parties to collaborate via the Enable Access Program.

  1. Select a Company
  2. Send an Invite
  3. Collaboration

For any questions or comments on any part of this workflow, please contact Bitsight Customer Success.

1 – Select a Company

Select a company you would like to collaborate with and enroll in the Enable Access Program. If a company is not available in the Bitsight inventory, submit a company request to have them added to our inventory.

2 – Send an Invite

While viewing the company’s Vendor Overview page, open the invitation form. If the recipient is not responsive, refer to Common Challenges with Enable Access Invitations.

Navigation Options

CM App: Vendor Risk ➔ Overview ➔ Vendor Access ➔ Enable Vendor Access

Cyber Insurance: Client Risk ➔ Overview ➔ Client Access ➔ Enable Client Access

Sending an invite issues two emails:

  • An introductory email to establish credibility and trust between you (the sender) and the recipient.
  • An activation email that includes an activation link to access the Bitsight platform. This is sent to only the recipient for privacy.

The activation link is available for 14 days before it expires and becomes invalid.

The invitation form contains the following items:

*Required.

Section Description
Details Details of the collaboration outreach.
  Collaboration Reason The reason for the request.
  • Informational: Provide general information on Bitsight and Bitsight Security Ratings.
  • Remediation: Address concerning areas of risk in the recipient’s current rating.
  • Validation: Validate topics of interest, such as ensuring the infrastructure best represents the organizations, determining the impact of data for review, etc.
  • Other: Unspecified reason.
Message Any additional details regarding your collaboration outreach.
Items for Review

Supporting data can be shared as context for your collaboration outreach, which provides a starting point for discussions around how they can address the security issues that are most important to your organization.

Select up to 10 of a company’s findings. The associated risk vector will be selected in the Items for Review field of the invitation form. Findings can be selected from the following areas:

IP addresses are hidden from the sender for privacy. The introductory email includes the revealed IP addresses of relevant findings.
Recipients Recipients of the introductory email.
  Company Assigned Recipient This company has assigned a user as their Collaboration Contact to receive invitations. To respect the privacy of this user, their user details (name, email, etc.) are not available.
Additional Recipient If the company has not assigned a Collaboration Contact, you can enter the following information:
  • Contact’s Email
  • Contact’s Full Name
Assign CCs CC additional contacts on the introductory email. They don’t need to be part of the recipient’s organization or have access to the Bitsight platform. They do not receive an activation email. Include:
  • Contact’s Email
  • Contact’s Full Name
CC Bitsight users CC users in your organization on the introductory email. They do not receive an activation email.

3 – Collaboration

Engage with recipients if they haven't gotten set up yet. After they've activated their account, work with your contact to help them understand their security rating.

  • Use features like finding comments and messaging to communicate where they should focus their attention.
  • Check in on the status of your requests from the Collaboration Outbox or Enable Vendor Access card in your Portfolio Dashboard.

    Navigation Options

    CM App: Collaboration

    Insurance App: Client Engagement

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