Viewing Vendors and Engagements in the Self-Service Portal

You can view vendor details, engagement details, and related assessments directly in the Self-Service Portal for all records in which you are assigned as the owner. This allows you to easily find information in a central location, without having to locate multiple records within the Third-Party Risk Management module. The records are accessed on the My Vendors and My Engagements menu options on the Self-Service Portal menu. Any user assigned as the Business Owner for a vendor or an Internal Owner for an engagement can view record details and assessments launched against those records. The related assessments can be accessed on the Assessments tab.

To view vendor details in the Self-Service Portal

On the Self-Service Portal menu, click My Vendors.
The My Vendors screen appears along with a list of vendor records on which you are assigned as the Business Owner.
Click the name of the vendor.
The My Vendors screen appears on the Details tab. For more information, see My Vendors Screen Reference.

My Vendors Screen Reference

Field: Description
Vendor Workflow Progress: Displays a read-only the vendor workflow and stage progression chevrons.

Note:
You cannot advance workflow stages from this screen.
Name: Displays the vendor's name.
Primary Vendor Contact: Displays the name of the primary vendor contact assigned to the record.

Note:
For invited users who are also associated with another OneTrust account in the same environment, this field may display the user’s first and last name instead of their email address. User identity details are managed across associated accounts, while account data remains separate. If first-name and last-name values are not available, the user’s email address is displayed.
Workflow Name: Displays the name of the workflow assigned to the vendor.
Workflow Stage: Displays the current workflow stage of the vendor.
Status: Displays the current status of vendor (Active or Inactive).

To view vendor assessments in the Self-Service Portal

On the Self-Service Portal menu, click My Vendors.
The My Vendors screen appears.
Click the name of the vendor in which you'd like to view related assessments.
Select the Assessments tab.
The vendor's assessment list appears.

To view engagement details in the Self-Service Portal

Note:

The ability to view engagement details in the Self-Service Portal is granted to all users with the SSP My Engagements List permission.

On the Self-Service Portal menu, click My Engagements.
The My Engagements screen appears along with a list of engagement records on which you are assigned as the Internal Owner.
Click the name of the engagement.
The My Engagements screen appears. For more information, see My Engagements Screen Reference.

My Engagements Screen Reference

Field: Description
Engagement Workflow Progress: Displays a read-only the engagement workflow and stage progression chevrons.

Note:
You cannot advance workflow stages from this screen.
Engagement Vendor: Displays the name of the vendor record in which this engagement is related.
Engagement Name: Displays the name of the engagement.
Engagement Start Date: Displays the date in which the engagement began.
Engagement End Date: Displays the date in which the engagement ends.
Engagement Internal Owner: Displays the name of the individual assigned as the Internal Owner of the engagement.
Engagement External Contact: Displays the email address of the external contact of the engagement.
Engagement Workflow Name: Displays the name of the workflow assigned to the engagement.
Workflow Stage: Displays the current workflow stage of the engagement.
Status: Displays the current status of engagement (Active or Inactive).

To view engagement assessments in the Self-Service Portal