Contact partners or vendors to initiate collaboration

In this article:

Connect with companies in your Portfolio directly from within SecurityScorecard.. 

Manage and track your outreach

By contacting vendors or partners securely through the platform, you can:

• Enable your team to:
  • assign score expectations along with suggesting issues to fix that violate your security policies 
  • send assessment questionnaires
  • request security documents
  • share reports.
• Track progress on already assigned score expectations in the Contact Manager page and remind vendors and partners who have missed theirdeadlines.
• Simplify collaboration with vendors and partners and improve your ability to monitor them.

Initiate contact

1. Go to the Scorecard for the organization you want to engage with and click Message Company.
   
   
2. Add or select a person to contact:

• • If you personally know someone you want to engage with at the organization, you can Add a Company Contact and enter their name and corporate email address. Otherwise, select a contact that has been previously invited and active on the platform. Then click Continue.

Note: If the organization has not yet claimed their Scorecard, you will see a form for inviting them to create a free account. Learn how to invite organizations to join the platform.

Note: "Active” status next to a Scorecard represents a Scorecard that has been claimed and its users have logged into their Account in the last 90 days.

3.  To increase the likelihood of a response, write a short, personal message, so that your contact has better context for why you are reaching out.

3. Click Send.

Your contact receives an email that looks like this:

Keep track of invitations and score expectations with Contact Manager

Use your Contact Manager to see all the contacts you have invited and set score expectations with, including useful information such as engagement dates and current scores.

Select and view your Contact Manager

Select Contact Manager from your Communication menu.

Survey all organizations you have reached out to, and take actions for unresponsive organizations:

• Set score improvement expectations or repeat expectations that have not been met.
• Re-send invitations that have not been accepted.
  
  

Expand a row for any organization to see which individual contacts are using SecurityScorecard.

Re-invite contacts who have not responded to invitations.

Click the three dots in any contact's row to see their engagement history, remove them as a contact, or edit their information. Save any changes you make.

Filter your contacts

If you have a lot of contacts, use the filters in the left panel to quickly find the ones you want to see.

Filter on a range of days since you sent invitations to isolate, for example, organizations that have been unresponsive for a long period.


Filter by invitation status to isolate organizations that have or have not yet joined SecurityScorecard.

Filter by organizations with whom you have set, or not set, scoring expectations with. Or filter by those who have met or not me your expectations.


Filter by organizations who have claimed or not claimed their Scorecards. Claiming means that at least one member of the organization has logged into their SecurityScorecard account at least once.

Filter by organizations that have logged into to the platform within the last 30 days, or have not. This helps you isolate organizations that are less actively engaged.

Search for contacts

You also can simply see a specific contact organization by entering its name in the search box.

Tip: You also can use your Insights dashboard to see at a glance how many of your contacted vendors or partners have met your score expectations: