Third Parties Risk Management

1. Access Third Parties Section

Click "Third parties" to open the third-party management area in CISO Assistant.

Access Third Parties Section

2. Open Entities List

Click "Entities" to view the list of all third-party entities associated with your organization.

Open Entities List

3. Initiate New Entity Addition

Click here to start adding a new entity to your third-party list.

Initiate New Entity Addition

4. Select Specific Entity

Click on a row to open the details for this specific third-party entity.

Select Specific Entity

5. View Representatives Tab

Click "Representatives" to manage contacts associated with the entity.

View Representatives Tab

6. Add New Representative

Click "Add representative" to begin adding a new contact person for the entity.

Add New Representative

7. Enable Representative Access to your instance with the create user checkbox

Check "Create user" to activate the representative's access permissions by creating a third party user.

Enable Representative Access to your instance with the create user checkbox

8. Save Representative Details

Click "Save" to store the new representative's information securely.

Save Representative Details

9. Access Solutions Tab

Click "Solutions" to view and manage solutions linked to the entity.

Access Solutions Tab

10. Add New Solution

Click "Add solution" to begin adding a new solution for the entity.

Add New Solution

11. Select Contracts Tab

Click "Contracts" to manage contracts associated with the entity.

Select Contracts Tab

12. Add New Contract

Click "Add contract" to initiate adding a new contract for the entity.

Add New Contract

13. Access Entity Assessments

Click "Entity assessments" to view assessments related to the entity.

Access Entity Assessments

14. Add New Entity Assessment

Click "Add entity assessment" to start a new assessment for the entity.

Add New Entity Assessment

15. Name your assessment

Name your assessment

16. Link a framework to the assessment

Check "Create audit" to enable tracking of the assessment through the tool using a framework (questionnaire or standard) that has already been imported or created in the tool

Link a framework to the assessment

17. Select Framework Template

Choose the framework template.

Select Framework Template

18. Save Assessment Details

Click "Save" to store the entity assessment configuration.

Save Assessment Details

19. Open Questionnaire Tab

Click "Questionnaire" to view the assessment questions. It will be updated dynamically.

Open Questionnaire Tab

20. Edit Questionnaire

Click "Edit" to modify the assessment.

Edit Questionnaire

21. Select Representatives Email

Choose the email addresses to assign the questionnaire to the representatives.

Select Representatives Email

22. Save Questionnaire Changes

Click "Save" to apply the changes made to the questionnaire.

Save Questionnaire Changes

23. Send Questionnaire

Click "Send questionnaire" to distribute the assessment to the representatives.

Send Questionnaire