Adding a vendor to the Vendor Register
Roles and permissions
The following roles can add a vendor:
Administrators who are members of the Vendor Register
Compliance managers who are members of the Vendor Register
Users who are members of the Vendor Register
The steps below explain how to add a single vendor to the Vendor Register. To add multiple vendors at once, refer to Importing vendors.
From the left menu, select Vendors.
Select the Vendors tab.
Click New.
The Create new vendor window opens.
Enter the following:
Vendor name (required) - The name of the vendor.
Owner (required) - The individual in your organization responsible for the vendor. Note that contacts can also be vendor owners.
Status (required) - The vendor's standing in your organization.
Category (optional) - Categories help you classify your vendors. For example, if the vendor you added represents a security company, you can create a category called Security.
vendor contacts (optional) - Your point of contact (or contacts) for the vendor.
Select one or more custom fields to attach to the vendor (optional).
Click Create.
The vendor is added to the Vendor Register.