Navigating the vendor tab
The Vendor Register offers a smooth experience for users when it comes to managing and tracking their vendors and questionnaires. From the Vendor Register, you can link objects— like controls and risks—to vendors, host contracts, assess a vendor's risk level, and create and manage questionnaires.
The video tutorial below walks through the process of importing vendors into the vendor module of Hyperproof. You may not need to import vendors, but this video will give you a good overview of how to navigate within the vendors module.
In order to add vendors, you will need to be added to the vendor module. Your admin will need to add you as a contributor or manager. Depending on what you are assigned, this will affect your access.
Click the arrow below to learn more:
Adding a vendor to the vendor register
Adding a vendor to the vendor register
From the left menu, select Vendors.
Select the Vendors tab.
Click New.
The Create new vendor window opens.
Enter the following:
Vendor name (required) - The name of the vendor.
Owner (required) - The individual in your organization responsible for the vendor.
Status (required) - The vendor's standing in your organization.
Category (optional) - Categories help you classify your vendors. For example, if the vendor you added represents a security company, you can create a category called Security.
Optionally, enter a vendor contact.
Click Create.
The vendor is added to the Vendor Register.
Accessing a vendor
When click into the vendor module, to access a vendor you'll navigate to the vendor tab to view the vendors loaded into your organization of Hyperproof. When you click on a vendor it'll open up the panel to the right and you can see information and add information to the vendor.
