Using Settings
The Settings menu is organized into three categories to streamline your administrative tasks.
General
Manage high-level platform defaults and account-wide configurations in the General section. You can use this area to manage your personal profile, update your display name, or change your account password.
People
The People section allows you to oversee user access, roles, and individual permissions.
Adding a user
Click + Add User.
Enter the user's name and email address.
Optionally, enter a professional title to provide more context for your team.
Editing or removing users
Click the three-dot menu (⋮)t next to the user's name.
Select Edit or Delete.
Groups
Organize your team into functional groups by clicking the Groups tab. To create a group:
Click + Add Group.
Enter a name and description.
Select the members you wish to include.
Note: Users must be added to the platform individually before they can be assigned to a group.
Vendor Details
You can manage how vendor information is captured and organized within the TPRM Core settings area.
Navigate to the Settings area for TPRM Core.
Locate the Vendor Details section.
Add important fields to different sections of your vendors as needed.
Import Vendors
To load your vendors into the system in bulk, follow these steps:
Select the Import Vendors icon.
Select Download the sample template to fill in your vendor details.
Enter the required details into the template and upload the file.
You'll receive an email once it's completed.
After the import is complete, navigate to the Vendors tab to view your imported vendors.
Note: Only .xls and .xlsx files are supported.
Manage Views
Manage Views allows you to use select templates to define specific fields for vendor imports. A select template is a collection of specific fields you want to include when importing details for a particular vendor. By using these templates, you can customize your Excel imports to include various data types, such as URL fields, text fields, and user fields, etc.
Click Manage Views.
Click +Create new view.
Add fields from existing sections.
Rearrange and filter the fields to fit the needs of your vendors.
Tips: Once the view is created, you can select it when downloading your sample template during vendor import. The downloaded template will include columns from the custom view.
Best practices:
Give your views descriptive names so they are easy to identify in the Select template drop-down menu.
Always double-check that your view contains all necessary fields before downloading the sample to ensure your vendor import is complete.
Add custom fields
You can tailor each section of the Vendor Details area to capture information specific to your organization.
Navigate to a specific section within the Vendor Details area.
Click +Add field.
Load in the additional custom fields required for your vendors.
Questionnaires
Use the Questionnaires section to build and maintain custom assessment templates.
Adding a questionnaire
To build a new questionnaire, click Add New. You will be prompted to enter a name and description before finalizing the creation.
For a deep dive into the setup process, watch our video tutorial below.
Click the arrow below to learn more:
Adding a questionnaire
Adding a questionnaire
Click Add New.
Enter a name and description and hit Create.
Start building the questionnaire, click + Add Manually.
Enter a section name, and optionally add a weight number to that section.
Copy or delete a section by clicking on the stack of cards or trash can.
Click + Add to add a new question or section.
When adding a new question enter the following:
Question ID
Question type
Question subtype
Question
Optionally add a description
Optionally toggle on request comment or request attachment
Click out to save the question
Click the stack of cards to copy the question or the trash can to remove the question