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Self-service Client Trials for Suppliers

This articles explains how as a supplier you can begin a trial of the client side of our platform

Written by ish

What is the client-side of the platform?

Risk Ledger has two modes:

  1. Supplier-side - where you manage your own organisation’s security profile and assessment, and respond to requests from your customers.

  2. Client-side - where a customer organisation can review supplier profiles, send connection requests, set risk context (e.g., criticality and assessment scope), and track / manage risk and engagement across suppliers.

A self-service client trial lets a supplier organisation “taste” what the client-side experience looks and feels like for a limited window (2 weeks), so you can understand what your customers see and what “good” looks like when reviewing suppliers in Risk Ledger.⁠⁠⁠⁠​

During the trial, you can connect to RL-managed supplier profiles (profiles maintained by Risk Ledger) to experience client-side workflows from end to end without needing to onboard real suppliers.⁠


How can I begin a client-side trial?

You can start a self-service client trial from inside the product by toggling into client mode at the top left of the page:

Once you start the trial, you’ll be guided through a short onboarding-style flow inside the platform:

  1. You’ll see a 4-step progress menu on the homepage that helps you move through the key actions

  2. The same area includes an in-product Loom video explaining how to send connections to RL-managed suppliers

  3. A progress indicator (top-left) shows where you are in the flow and lets you jump back to the main menu


What features are available to me?

Within the self-service client trial, you can use a practical subset of client-side functionality - enough to understand the end-to-end “client reviewing a supplier” journey.⁠⁠​

The core actions you can complete include:

  • Connecting Requests

    • Send connection requests to RL-managed profiles (so you can explore what it’s like to connect to a supplier as a client)

    • Adding client-side “context” when connecting - when you connect to a supplier profile in client mode, you can configure the context that drives how you review them, such as:

      • Criticality levels (how important the supplier is to your organisation)

      • Framework size / scope (the size of the assessment you want that supplier to complete)

  • Reviewing supplier compliance and posture - once connected, you can explore:

    • The supplier profile overview (how information is presented to a client)

    • The assessment reviewing experience (including navigation and filtering)

    • How clients interpret answers and evidence at a control/domain level

    • Opening discussions to ask questions or request clarification

    • Exploring client-side workflows around risk review / assessment progress and outcomes⁠⁠​

Note: Here's a link to our full Client Onboarding Guide which unpacks in detail how the Client side of the platform works.


How can I explore full client profile options?

If you want to explore the full client experience (broader supplier access, deeper configuration, and expanded capabilities), click the Book a Demo button at the bottom of the Getting Started checklist:


💡 If there is anything we haven't covered, please feel free to contact us at support@riskledger.com or alternatively, select the Chat icon in the bottom right corner.

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