Add Vendor

Who can use this feature?

	All Account Owners and Security Admins
	Available on the Free, Core and Business plans

You can select vendors from a predefined list or create a custom vendor if it does not exist.

Open Vendor Management

Navigate to Vendor Management from the left-hand menu.

Click Add Vendor

Click the + Add Vendor button to open the vendor creation form.

Select Vendor Name

Choose a vendor from the Name dropdown or enter a custom vendor name.

Enter Website

Enter the vendor Website when creating a custom vendor.

Assign Owner

Select an Owner from your employee directory.

Add Account Manager

Enter Account Manager Name and Account Manager Email if applicable.

Select Data Types

Choose Accessed Data Types to define vendor risk classification.

Save Vendor

Click Add Vendor to create the vendor.

What Happens Next

The vendor is created and appears in the Vendor Management dashboard.

The assigned owner can manage documents, assessments, and vendor details.

Vendor risk classification is applied based on selected data types.

Security monitoring begins using the vendor website if provided.

Cannot Add Vendor

If a vendor cannot be added:

Ensure you have the Account Owner or Security Admin role

Verify all required fields such as Name, Owner, and Accessed Data Types are completed

For custom vendors, ensure a valid Website is provided

Vendor Not Found In List

Data Types Not Selected