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How to Add a New Vendor

Implementation Team
Updated

Introduction

Adding a new vendor in Complyance is simple and sets the foundation for your third-party risk workflows. Once added, you’ll be able to send questionnaires, assess risks, and keep track of all related activity from a single record.

Adding a New Vendor

Adding and Editing Vendors required the correct permissions, so if you do not have the ability to add and make edits please speak to your system administrator. 

 

  1. Go to the Vendor module
    Find Vendors in the left-hand navigation bar under the Third Parties section.

  2. Click “+New vendor”
    You’ll see this button at the top right of the Vendor register.

     

  3. Fill in the key details
    Required fields typically include:

    • Vendor Name
    • Description (Typically a description of services the Vendor provides)
    • Vendor Contact (the email you will send the Vendor questionnaire to)
    • Owner (the platform user responsible for this vendor)
       

 

What Happens Next?

Once finalized, the vendor record becomes your central hub for managing that third party. From here, you can:

  • Send a security questionnaire from the questionnaires tab
  • Store related documents in the documents tab
  • Track questionnaire progress and responses
  • Assess vendor risk and add mitigations
  • Link the vendor to associated risks

 

Tip

Use consistent naming conventions and keep the owner field up to date to make managing your vendor register easier over time.

 

Need more help? Reach out to the Support Center or check out the Vendor Quick-Start Guide for an overview.

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