Vendor information
The information you'll find on your vendor is category, assessed risk, risk level, tolerance, contract start and end date, owner, vendor status, category, vendor contact, questionnaires sent, proof, controls or risks link, and an activity feed specifically for the vendor.
In this video tutorial, we'll go over the vendor options when you click on a vendor. We'll discuss how you can apply items to the vendor, leverage questionnaires, and adjust risk levels.
The tutorial below is shown in the administrator role with organizational permission as a manager in Hyperproof. If you are in another role in Hyperproof or have a different permission, you may not have access to some of these areas shown, or they may be greyed out.
Click the arrow below to learn more:
Editing vendor information
Editing vendor information
From the left menu, select Vendors.
Select the Vendors tab.
Select the vendor whose information you want to edit.
Edit any or all of the following:
Vendor name - Mouse over the vendor name to change it.
Category - The classification the vendor belongs in, e.g. Security.
Status - The vendor’s standing in your organization.
Owner - The individual in your organization responsible for the vendor. Note that only administrators and compliance managers or users with manager permissions can change the owner.
Vendor contact - Your point of contact (or contacts) for the vendor.
Contract start and end dates - The length of your contract with the vendor.
Risk level - The level of risk the vendor poses to your organization. Note that the risk level is calculated from assessed risk and control mitigation via questionnaires and can be overwritten.
Tolerance -Vendor health is calculated by comparing the risk level to the tolerance. If the risk level is less than or equal to the tolerance, the vendor is 'Healthy'. If the risk level is greater than the tolerance, the vendor is 'Critical'. If either value is not set, the vendor is 'At risk'.
Linking proof to a vendor
Proof can be linked directly to a vendor in the vendor module. You can link or unlink proof from vendors at any time.
Click the arrows below to learn more:
Linking proof to a vendor
Linking proof to a vendor
From the left menu, select Vendors.
Select the Vendors tab.
Select the vendor you want to link proof to.
Add your proof in one of the following ways:
Drag and drop files onto the proof grid.
Click Add proof and select one of the following:
My Computer - To use proof stored on your computer, click My Computer in the upper-left corner.
Cloud storage integration - To use proof stored in an integration, such as Drive, select the integration’s icon from the Add integration section in the bottom-left corner. Optionally, turn on LiveSync to automatically keep your proof up to date.
Paste a link - Select this option to use a website URL as proof. The URL is rendered as a “Link” file type in Hyperproof; the only information shown in the file is the URL.
Paste an image - Select this option to use a screenshot as proof. Take a screenshot (Cmd-Shift-5 on Mac, Shift-S on Windows), copy it to the clipboard, and then paste it in Hyperproof. Chrome users may need to allow this functionality if prompted by the browser (refresh the page after clicking Allow).
Existing proof - To reuse proof that already exists in your organization, select either Labels, Proof, My Controls, Vendors, Risks, or Programs from the left menu.
Unlinking proof to a vendor
Unlinking proof to a vendor
From the left menu, select Vendors.
Select the Vendors tab.
Select the vendor that corresponds with the proof you want to unlink.
Hover over the proof, and then click the Unlink icon.
Click Confirm.
The proof is unlinked from the vendor.
Linking controls to a vendor
Controls can also be linked directly to a vendor in the vendor module. You can link or unlink controls from vendors at any time.
Click the arrows below to learn more:
Linking a control to a vendor
Linking a control to a vendor
From the left menu, select Vendors.
Select the Vendors tab.
Select the vendor to link to one or more controls.
On the vendor details, select the Controls tab.
Click the Add button.
The Link controls window opens.
Use the filters to find the control or controls to link to the vendor.
Choose the controls to link by selecting one or more checkboxes.
Click the Link selected controls button.
The controls are linked to the vendor.
Unlinking controls to a vendor
Unlinking controls to a vendor
From the left menu, select Vendors.
Select the Vendors tab.
Select the vendor where you want to unlink controls.
On the vendor details, select the Controls tab.
Hover over the control you want to unlink, and then click the Unlink icon.
On the confirmation message, click Confirm to unlink the control.
The control is unlinked from the vendor.
Linking risks to a vendor
Risks can also be linked directly to a vendor in the vendor module. You can link or unlink risks from vendors at any time.
Click the arrows below to learn more:
Linking a risk to a vendor
Linking a risk to a vendor
From the left menu, select Vendors.
Select the Vendors tab.
Select the vendor you want to link a risk to.
Click the Risks icon, and then click Add.
Select the checkbox or checkboxes next to the risk or risks you want to link. Optionally, use the filters in the right menu to narrow the scope of the listed risks.
Click Link selected risks.
The risk is linked to the vendor.
Unlinking controls to a vendor
Unlinking controls to a vendor
From the left menu, select Vendors.
Select the Vendors tab.
Select the vendor that corresponds with the risk you want to unlink.
Hover over the risk, and then click the Unlink icon.
Click Confirm.
The risk is unlinked from the vendor.
