Support Portal

An assessment standard is comprised of a survey, schedule and communications. Two assessments are included in your licensing agreement: Vendor Risk Profile ...

Categories are used to filter and group specific vendors.  You have the option to assign categories to each vendor. Edit A Vendor’s Categories To edit a ve...

Contacts are the Vendor Relationship Owners (VROs), assigned in the vendor’s profile.  A VRO is an individual at your company responsible for the business r...

To create a survey, follow the steps below.  Step 1: To create a new survey, click the settings icon and select “Surveys.”   Step 2: Click “+ Create Surve...

This feature is only available upon client request.  Please notify Jordan Lawrence if you would like this feature activated. An internal assessment involve...

Step 1: In the “Manage  tab” , you will see the assessments , where you can see "Launch now" option for each vendors as shown below. Step 3:...

Step 1: In home page , you can click on any of the plus symbol to add or upload vendors, as shown:  Note:  You always have the option to move v...

The “Manage” tab provides insight about the progress of your vendor diligence program.  It also outlines necessary “Action Items.” Vendor Assessment Ove...

If a new message window does not appear when you click “Start Personal Email,” your computer’s configuration may be the cause.  For Office 2013 or 2016, cl...

Run specific reports on your vendors. 1. Report: Select the report to run. 2. Filter On: Select how to organize the report.  3. Filter: Select all vendor...