Overview
Vendors are the third-party companies you want to assess. Before sending an assessment, you'll need to create a vendor profile with their basic information. This helps you organize assessments and track risk across your vendor portfolio.
Adding a New Vendor
Go to Vendors
Click Vendors in the sidebar navigation.
Click "Add Vendor"
Click the "Add Vendor" button in the top right corner.
Enter Vendor Details
Fill in the vendor information:
- • Company Name (required)
- • Contact Email (required for sending assessments)
- • Contact Name (optional)
- • Website (optional)
- • Category (e.g., SaaS, Consulting, Infrastructure)
- • Notes (internal notes about the vendor)
Save
Click "Save Vendor". The vendor is now ready to receive assessments.
Bulk Import (Pro & Enterprise)
Have many vendors to add? Use the bulk import feature to upload a CSV file:
- 1.Download the CSV template from the Vendors page
- 2.Fill in your vendor data (company name, email, etc.)
- 3.Click "Import CSV" and upload your file
- 4.Review the import preview and confirm
Vendor Categories
Organize vendors by category to filter and report on risk by vendor type:
Enterprise plans can create custom categories that match your organization's taxonomy.
Managing Vendors
Edit Vendor Details
Click on any vendor to view their profile, then click "Edit" to update their information. Changes don't affect past assessments.
View Assessment History
The vendor profile shows all past and current assessments, risk score trends, and identified findings.
Archive Vendors
No longer working with a vendor? Archive them to hide from the active list while preserving their assessment history for compliance purposes.