# Third Parties Risk Management

{% embed url="<https://app.guidde.com/share/playbooks/hLVvBdoDyaNiZmFPgBPi4z>" %}

#### 1. Access Third Parties Section

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

![Access Third Parties Section](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2Fpzw8eBkWtkHH8M4G9DdLoe_doc.png?alt=media\&token=4427f6fb-158e-4dd0-9f73-6a59cb62c62a)

#### 2. Open Entities List

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

![Open Entities List](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FaLygdZ9gFrA8W5Ch2cnkSi_doc.png?alt=media\&token=e1487c7e-97e6-45fb-a8d0-79631b4e51ff)

#### 3. Initiate New Entity Addition

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

![Initiate New Entity Addition](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2F6XZhkPTvkcjahU3bQhXuH5_doc.png?alt=media\&token=d84c4d94-616f-46ed-a2f0-d915d845051e)

#### 4. Select Specific Entity

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

![Select Specific Entity](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FnNsBBYRR5ATzS938Kxwpvv_doc.png?alt=media\&token=e7e634a0-59cb-4ef0-971c-c49f3c886293)

#### 5. View Representatives Tab

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

![View Representatives Tab](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2F2UxTfAZWaB75L2mMABGPth_doc.png?alt=media\&token=139147e0-a789-49d8-8740-53839d43dff4)

#### 6. Add New Representative

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

![Add New Representative](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2F6k6QEUqGzXja4HvZyUt3Lc_doc.png?alt=media\&token=87527945-ddea-4b3b-9de2-84ee1b055422)

#### 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](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FsyozcYancyHKrR48fMAK9E_doc.png?alt=media\&token=8e75fa3a-f559-44bc-b6ef-083fe520ebc2)

#### 8. Save Representative Details

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

![Save Representative Details](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FjiqVwdFqEzTWNW1La5D2Zf_doc.png?alt=media\&token=4d7280ea-b49c-46c3-a1eb-29b9a8233295)

#### 9. Access Solutions Tab

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

![Access Solutions Tab](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FohenH5AWQS3w1c9xbmF5gT_doc.png?alt=media\&token=d17f22e0-0d18-442d-acad-5f3b6fc4ec37)

#### 10. Add New Solution

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

![Add New Solution](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FhN8oajNQRU9n5pnGK8DMrM_doc.png?alt=media\&token=32a96008-d889-4b5a-8e7d-65d3a9dd6c38)

#### 11. Select Contracts Tab

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

![Select Contracts Tab](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FbzNUkEA3R5yn6Xuajhosua_doc.png?alt=media\&token=9c6f6cb8-3030-4747-95d8-3544b52d4b62)

#### 12. Add New Contract

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

![Add New Contract](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2F6wnHEsiqdhnp1rHRfmnUyS_doc.png?alt=media\&token=c7664085-74f2-430e-adb9-8d781681fe71)

#### 13. Access Entity Assessments

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

![Access Entity Assessments](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FgbpeLViQpbmwtDw4HSLqUV_doc.png?alt=media\&token=91d41cb8-a360-4d10-bd01-013d28c69857)

#### 14. Add New Entity Assessment

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

![Add New Entity Assessment](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FprHdQrrDa7LpSBXTyUT5Zk_doc.png?alt=media\&token=6557e01e-ea39-49b7-bb3d-d6d9b207e621)

#### 15. Name your assessment

![Name your assessment](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FdZhCZLf5kdAcZUU1dRBEsE_doc.png?alt=media\&token=0930a40a-3577-4766-8284-6ad185b7ed5b)

#### 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](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FuJoohEuyiHcaZ9UHCUCMXd_doc.png?alt=media\&token=e5b03ad8-845a-4e1d-96b4-88cc4476bce2)

#### 17. Select Framework Template

Choose the framework template.

![Select Framework Template](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FjLTcXE4m2DYcqfaQKFspPP_doc.png?alt=media\&token=47cffe8a-028d-40ec-9c4c-4e013ccb9dad)

#### 18. Save Assessment Details

Click "Save" to store the entity assessment configuration.

![Save Assessment Details](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2Fngo7qc5Eip8iRPWJyvKFQt_doc.png?alt=media\&token=ee017f39-d8ce-4e19-aa3c-4269f141e729)

#### 19. Open Questionnaire Tab

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

![Open Questionnaire Tab](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2Fk96DmRHo1mTwouK7aS3YN5_doc.png?alt=media\&token=be219373-6fb1-4479-b5ba-b62c149e60a1)

#### 20. Edit Questionnaire

Click "Edit" to modify the assessment.

![Edit Questionnaire](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2Fq337wpGvjrBhCvW1Tusirx_doc.png?alt=media\&token=281b9f96-0e7f-4709-8ea1-f94cb4a6fa03)

#### 21. Select Representatives Email

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

![Select Representatives Email](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2FsxnkkjwYxkrBckAeW96dtB_doc.png?alt=media\&token=71400f61-6ee2-4205-9503-9d8c24e51f9b)

#### 22. Save Questionnaire Changes

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

![Save Questionnaire Changes](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2Fn3n4mSHsjXavgh42Fvqzg8_doc.png?alt=media\&token=abd676d9-3d81-47a4-904a-fe90c75ba1c6)

#### 23. Send Questionnaire

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

![Send Questionnaire](https://static.guidde.com/v0/qg%2FIEuhINveF1g6sYuIJ0IpcFfUJDz2%2FhLVvBdoDyaNiZmFPgBPi4z%2Fpi9Lsg6LYnG1eFxw5k4P7t_doc.png?alt=media\&token=ac3a71bc-3d0f-49e7-b671-b47a3aad744a)


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