This article will outline the process of approving a customer's request in the Global Risk Exchange. The Exchange gives you the flexibility to approve a customer's request at any time as you complete the assessment, or after you have completed the assessment. Approving as the assessment is in flight allows the customer to automatically gain access to the report as soon as the assessment is completed and the report is generated. Tip: The customer will not receive a report until the questionnaire is submitted AND they are approved. Here is a video walkthrough of this process: Approving a Customer Request
Table of contents
Approving steps
Approve Request:
1. Log in to https://portal.cybergrx.com/login
2. In your Questionnaire Dashboard, a banner will appear if you have pending customer requests awaiting approval. Click the carrot to expand and view your pending approvals.
3. Click Approve on the customer requests your organization wishes to approve access to. Select Deny for the requests that your organization does not wish to fulfill.
4. To view and manage the active requests awaiting action, click the Customer Portfolio Icon on the left side panel
5a. If you have few customer relationships, you should be able to easily view which requests are pending and have approval as an option in the action column.
5b. If you have many customer relationships, you may not see the pending approvals straight away in the Customer Portfolio. You will have to utilize the filter function. Either use the quick filters above the table or click the three dot ellipsis next at the top of the Action column within the table.
6. Select the filter option from the menu.
7. Click the drop down arrow to change the filter value to approve.
8. Once the table has been filtered to only have pending customer requests, click Approve on the customer requests your organization wishes to approve access.
Tracking:
1. Return to your Request/Shares tab of the Customer Portfolio. Review the Status column for the request you are tracking. It will be in one of these different statuses:
- Pending: The request was sent and is awaiting the third party's fulfillment/approval.
- Approved: The third-party has approved access, but there are still outstanding actions required for the request contents to be available.
- Denied: The third-party has denied access to the request. It will remain in this state unless the third-party approves it.
- Delivered: The third-party has fulfilled and approved the request.
- Revoked: The third-party removed access to the request after it was delivered. Customers who previously had access to its contents will no longer be able to access it.
- Archived: The request was previously delivered, and since then a new request has been created of the same type. Customers still have access to the previously delivered data.
2. Click the icon to view additional details of the request as well as progress.