Using the Third Parties List

The Third Parties page displays a list of all third parties in your Third-Party Screening & Monitoring system. It is accessible by selecting Third Parties from the navigation menu.

Note: User permissions apply to the third parties list. Users with restricted access can view its contents, but cannot make changes.

Use the Third Parties List

From this page, you can do any of the following:

Select the Add () icon to add a third party.
Select to toggle between viewing My Third Parties and All Third Parties.
Note: If your organization has enabled the Restricted Access setting for Level 2 users, they will not see the My/All Third Parties () toggle.
- The My Third Parties view is shown by default and only displays third parties that you have permission to work with.
- The All Third Parties view includes third parties that you don't have permission to work with. If your access level prevents you from modifying certain third parties, those third parties will be listed in black text.
Select the name of a third party to open its third party details page.
Select to do any of the following:
- Disable monitoring of a third party. This option only appears for third parties that are being monitored.
- Redact third party information. This option only appears for the Person third party type.
  Note: This feature must be enabled and is only available to Level 1 users.
- Connect a third party to other third parties.
- Edit a third party.