Using the Vendor catalog
The Vendors tab serves as a centralized hub for managing and monitoring your organization’s entire third-party ecosystem.
From this area, you can:
Add and organize to easily onboard new vendors into your catalog
Monitor risk at a glance to review high-level metrics, including your total vendor count, high-risk profiles, and new risks identified over the last 30 days.
Filter and search to quickly locate specific vendors using keyword searches or by filtering by risk levels (very high, high, medium, or low).
Export data to generate and download a comprehensive vendor list in CSV format for offline reporting, data analysis, or internal audits.
Adding a new vendor
To add a vendor to your catalog, click the + Add Vendor button in the upper-right corner. A prompt displays asking for the vendor name and an optional vendor website.
Click the arrow below to learn more:
Adding a vendor
Adding a vendor
Click + Add Vendor in the Vendor Catalog.
Enter a name as required, and optionally add the vendor website.
Click Create Vendor.
Once the vendor is created, you are taken to the assessments section within the vendor record and prompted to start an assessment.
Note: If you don't want to run an assessment right away, you can navigate to your vendors tab, and the vendor displays there.
Viewing vendor details
To view or manage an existing vendor, click their vendor card in the catalog. This opens the vendor's profile, where you can deep-dive into their specific risk data and assessments.
Watch the video tutorial below to explore the different sections and tabs available within a specific vendor profile.