Updating the Managing Organization for Different Objects

Changing the organizational assignment of objects within the OneTrust Platform can help ensure that data remains aligned with current business functions and responsibilities as your business' needs evolve. The following are common use cases for changing organizational assignments:

• Mergers or acquisitions

• Department restructuring

• Asset reallocation

• Project ownership transitions

Before making changes, it is essential to confirm that the necessary prerequisites are met to avoid unintended disruptions. The following steps are recommended to help maintain data integrity and ensure a smooth transition process:

1. Review permissions: Ensure you have the necessary admin rights.

2. Check dependencies: Confirm the object is not linked to ongoing workstreams that could be disrupted.

3. Notify stakeholders: Communicate changes to impacted teams.

• Update the inventory by editing in the attributes pane.

• Update the inventory by editing the inventory Details screen.

• Update multiple inventories by utilizing the bulk edit option.

OneTrust offers bulk update templates that can be used to update theorganization or any other inventory attributes by uploading spreadsheets into the OneTrust Platform.

Utilize the Update Inventory by ID API to update the organization of an inventory.

1. Update the hostname and parameters within the API path: https://{hostname}/api/inventory/v2/inventories/{type}/{id}.

   Parameter	Description
   {hostname}	Enter the domain of your OneTrust environment. This is the URL that you use to access your instance of the OneTrust Platform, such as app.onetrust.com, app-eu.onetrust.com, etc.
   {type}	Enter the type of inventory that you are updating. The supported values are processing-activities, vendors, assets, and entities.
   {id}	Enter the inventory GUID that you are updating. This value can be obtained using the Get List of Inventories API, through an inventory list screen export, or from the URL of an inventory record.

2. Input the organization parameter values within the request body. These values can be obtained using the Get List of Organizations API. The example format of the request body is shown below.

   Parameter	Description
   id	Enter the unique identifier of the new managing organization.
   value	Enter the name of the new managing organization.

   JSONCopy

   { "organization": { "id": "cafb2d58-04da-4e9f-a733-83b1049bab66", "value" : "US" } }

   {
   "organization": {
    "id": "cafb2d58-04da-4e9f-a733-83b1049bab66",
    "value" : "US"
    }
   }

3. Use Postman or a similar tool to update the managing organization of multiple inventories.

Update the organization of the assessment by editing the assessment details.

Utilize the Reassign Assessment API to update the organization of an assessment.

1. Update the hostname and parameters within the API path: https://{hostname}/api/assessment/v2/assessments/{assessmentId}/reassign.

   Parameter	Description
   {hostname}	Enter the domain of your OneTrust environment. This is the URL that you use to access your instance of the OneTrust Platform, such as app.onetrust.com, app-eu.onetrust.com, etc.
   {assessmentId}	Enter the unique identifier of the assessment you are updating. This value can be obtained using the Get List of Assessments API.

2. Input the orgGroupId parameter value within the request body. This value can be obtained using the Get List of Organizations API. The example format of the request body is shown below.

   Parameter	Description
   orgGroupId	Enter the unique identifier of the new managing organization.

   JSONCopy

   { "orgGroupId": "cafb2d58-04da-4e9f-a733-83b1049bab66" }

   {
   "orgGroupId": "cafb2d58-04da-4e9f-a733-83b1049bab66"
   }

3. Use Postman or a similar tool to update the managing organization of multiple assessments.

Update the organization of a risk by editing the risk details.

To update risks in bulk, utilize the Update Risks import template to upload a spreadsheet.

1. Enable the Managing organization assignment for risks setting within Global Settings.

2. Download the Update Risks import template from Data import > Import templates within Global Settings.

3. Remove all columns except for Risk ID, Risk Name, and Organization.

4. Obtain risk GUIDs to populate the spreadsheet. These values can be obtained using the Get List of Risks API, through a Risk Register screen export, or from the URL of a risk record.

Utilize the Modify Risk API to to update the organization of a risk.

1. Update the hostname and parameters within the API path: https://{hostname}/api/risk-v2/v2/risks/{riskId}

   Parameter	Description
   {hostname}	Enter the domain of your OneTrust environment. This is the URL that you use to access your instance of the OneTrust Platform, such as app.onetrust.com, app-eu.onetrust.com, etc.
   {riskId}	Enter the risk GUID of the risk you are updating. This value can be obtained using the Get List of Risks API, through a Risk Register screen export, or from the URL of a risk record.

2. Input the orgGroupId parameter value within the request body. This value can be obtained using the Get List of Organizations API. The example format of the request body is shown below.

   Parameter	Description
   orgGroupId	Enter the unique identifier of the new managing organization.

   JSONCopy

   { "orgGroupId": "3928a65e-a430-4fec-a737-d44828b6cc44" }

   {
   "orgGroupId": "3928a65e-a430-4fec-a737-d44828b6cc44"
   }

3. Use Postman or a similar tool to update the managing organization of multiple risks.