Vendor Management
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Integrations
Vendor Management
Perform Vendor Assessments
Who can use this feature?
All
Account Owners
and
Security Admins
Any
End Users
assigned as an owner to one or more vendors
Available on the
Free
,
Core
and
Business
plans
Manual Review
#
1
Sign in to WatchDog Security
Sign in to the
WatchDog Security Platform
.
2
Open Vendor Management
Navigate to
Vendor Management
from the left-hand menu.
3
Select Vendor
Click the vendor card you want to assess.
4
Open Security Documentation & Assessments Section
Scroll to the
Security Documentation & Assessments
section.
5
Start Manual Review
Click Add >
Manual Review
to begin the manual assessment.
6
Answer Questions
Complete the questionnaire using vendor security information.
7
Submit Assessment
Click
Complete
to submit the review.
Compliance Attestation Review
#
1
Sign in to WatchDog Security
Sign in to the
WatchDog Security Platform
.
2
Open Vendor Management
Navigate to
Vendor Management
from the left-hand menu.
3
Select Vendor
Click the vendor card you want to assess.
4
Open Security Documentation & Assessments Section
Scroll to the
Security Documentation & Assessments
section.
5
Start Compliance Attestation
Click Add >
Compliance Attestation
to begin the compliance attestation assessment.
6
Upload Attestation
Click
Upload Files
and upload compliance reports such as
SOC 2
or
ISO 27001
.
7
Add Summary of Findings
Enter findings and observations in the
Summary of Findings
field.
8
Save Document
Click
Complete
to complete the assessment record.
Security Questionnaire Assessment
#
1
Sign in to WatchDog Security
Sign in to the
WatchDog Security Platform
.
2
Send Questionnaire
Send the vendor security questionnaire to the vendor for completion.
3
Receive Completed File
Obtain the completed questionnaire from the vendor.
4
Open Vendor Management
Navigate to
Vendor Management
from the left-hand menu.
5
Select Vendor
Click the vendor card you want to assess.
6
Open Security Documentation & Assessments Section
Scroll to the
Security Documentation & Assessments
section.
7
Start Security Questionnaire
Click Add >
Security Questionnaire
to begin the security questionnaire assessment.
8
Upload Questionnaire
Click
Upload Files
and upload the completed questionnaire.
9
Add Summary Notes
Enter a summary of findings in the
Note
field.
10
Save Assessment
Click
Complete
to finish the questionnaire.
What Happens Next
#
The assessment is stored and linked to the selected vendor.
The
Risk Review
Status changes from
Pending
to
Completed
.
The
Next Review Date
Is scheduled One year from when the initial review was completed
Uploaded documents are available for audit and compliance purposes.
Troubleshooting
#
Cannot Start Assessment
If you cannot begin an assessment:
Ensure you have the
Account Owner
or
Security Admin
role
Verify the vendor record is accessible
Refresh the page and retry
Assessment Submission Fails
Document Upload Fails
Questionnaire Not Completed
Modified at
2026-03-17 21:56:17
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