Once you have created a shared link and provided it to your client, either through or by manually sharing the link, they can access your assessment overview. They can also do this by connecting with you directly in the platform. Here is how they can interact with it:
Viewing the Assessment: The client will see your controls, including relevant details and modification dates, but cannot view your uploaded evidence unless they sign up for Risk Ledger.
Accessing Evidence: To view documents, the client must select "Get Free Access to Evidence" on your shared profile. If you've enabled automatic connections, they'll instantly connect to you and be able to view your evidence. Otherwise, they can send a connection request, which you need to approve.
Navigating Your Profile: Once connected, clients can go to the "Suppliers" tab, find your profile, and view your evidence and documents under the "Evidence" tab.
Client Compliance Review: Clients assess your compliance using policies tied to tags on your profile (Criticality, Confidentiality and PII). If there are any non-compliant answers, the client may accept the answer and apply an exemption, request changes or raise a discussion/remediation request as needed before moving the assessment to the "Approved" status.
Removing Client Connections: If you stop working with a client, you can easily remove the connection by navigating to the "Clients" tab, selecting the client, and clicking "Remove Client" at the bottom of their profile overview.
If you would like to have a visual walkthrough, check out the video below:
💡 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.