Available to: Third Party Manager, Privacy Manager & Workflow Manager
The third party management page is a powerful, customizable way to view and manage your third parties and their state. It lets you review all of the active third parties in your organization, track which vendors have not been assessed yet, or investigate an incident based on any vendor attributes.
The third party management page is located in Third Parties.
How do I manage third parties?
The default table view can be customized by selecting the gear icon. This feature lets you see all available columns, easily turn them on or off for a cleaner workspace, and reorder them by dragging and dropping left or right of others.
The list of third parties can be sorted by any of the column names, with the exception of manually created attribute values.
Using the search bar allows you to search by the title of the third party only.
Attribute values can be used to filter third parties that appear in the table by clicking the Filter button and selecting one or more attribute values to filter your results.
New to third party management? This video will show you how to invite a third party to complete an assessment, view and update third parties from the dashboard, and link a third party assessment to a launch.
How do I create and manage third party categories and attributes?
Third Party Categories
Third party categories, and attributes are added from Third Parties > Settings by clicking the Create New button within each tab. Individual third parties can be assigned to a third party category during third party creation and added or edited in a third party profile. See article here on how to do so.
Third Party Attributes
You can also create an attribute to associate third parties with by adding your own values and assigning them to any third party. These attributes can be customized to be visible everywhere or only to third party managers. This can be done in a new creation of a new attribute or by selecting “Visible Everywhere” toggle on existing attributes to allow attributes to be visible outside of a third party management area. Individual third parties can be assigned to a third party attribute during third party creation and added or edited in a third party profile. See article here on how to do so.
How do I set up a default expiration date for a new Third Party invite?
Third Party Assessment Invitation Settings
The invitations tab allows you to manage third party invite configuration. You can set the default expiration date of your third party invite and set reminder notification to third parties.
How do I set up email notifications for future dated reassessments?
Third Party Reassessment Settings
You can now select the cadence to send notification email for all future dated reassessments.
💡Learn more about what else you can do with third parties in these articles:
• Getting started with third parties
• How do I invite a third party to complete an assessment?