Configuring Third-Party Attribute Groups

You can use attribute groups to organize related third-party attributes and control their order on the Third parties details screen, making third-party records easier to review.

Note:

If you use attribute groups for your inventory, any attributes not included in a group will appear at the bottom of the Inventory details screen in the Other group.

To create an attribute group

  1. On the Third-Party Due Diligence menu, select Setup > Attribute Manager.
    The Attribute manager screen appears.

  2. Click the View button on the Third party attributes tile.
    The Inventory manager appears.
  3. Select the Groups tab.
  4. Scroll to the bottom of the page and click the Add group button.
    The Add group modal appears.

  5. Enter a name for the group.


  6. Click the Save button.

To configure attribute groups

  1. On the Inventory manager screen, select the Groups tab.
  2. Click the Manage attributes button for the attribute group you want to configure.
    The Manage attributes modal appears.

  3. Click the Left and Right arrow icon buttons to move the selected attributes between the Available attributes and Group columns.

    Click the Up and Down arrow icon buttons to configure the order of the selected attributes in the group.



  4. Click the Save button.

To localize attribute groups

You can localize or translate the names of your attribute groups into any of OneTrust's supported languages.

  1. On the Inventory manager screen, select the Groups tab.
  2. Click the Translate icon for the group you want to localize.
    The Update term modal appears.

  3. Enter the translated value of the group for each supported language.


  4. Click the Save button.

To delete attribute groups

  1. On the Inventory manager screen, select the Groups tab.
  2. Click the Delete icon for the group you want to delete. A confirmation modal appears.


  3. Click the Submit button.