How to Add a Vendor

How to Add a Vendor

Prerequisites

  • Access to the Vendors section
  • Vendor name and domain information
  • (Optional) Business owner details, industry classification, and tier information

    • Adding a Single Vendor

    Navigation: Sidebar → Vendors → Add Vendor

    Step 1: Vendor Identification

  • Click Vendors in the sidebar.
  • Click the Add Vendor button.
  • In the first step of the wizard:
  • Vendor Name — Start typing the vendor name. The system searches an external profile database and suggests matches. Select a suggestion to auto-populate details, or enter a new name manually.
  • Vendor Domain — Enter the vendor's primary website domain (e.g., example.com).
  • Click Next to proceed.

    • > Tip: If the vendor is found in the external database, their profile details (logo, industry, description) will be pre-filled. You can review and modify these in the next step.

    Step 2: Organization & Service Details

    Fill in the following sections:

    Organization Details:
    FieldDescriptionRequired
    Business OwnerSelect the internal user responsible for this vendor relationshipNo
    Additional Business Owner EmailEmail of an additional business owner not in the systemNo
    IndustrySelect the vendor's industry classificationNo
    TierVendor criticality tier (1 = most critical, 4 = least critical)No
    CIN NumberCorporate Identification Number (for Indian vendors)No
    GSTIN NumberGST Identification Number (for Indian vendors)No
    Service Details:
    FieldDescription
    OutsourcingIs this an outsourcing engagement? (Yes/No)
    Back OfficeDoes the vendor provide back-office services? (Yes/No)
    Tech RelatedIs the vendor engagement technology-related? (Yes/No)
    Core/CriticalIs this a core or critical vendor? (Yes/No)
    SPOC (Single Point of Contact) Details:
    FieldDescription
    SPOC NameContact person at the vendor organization
    SPOC EmailVendor contact's email address
    SPOC PhoneVendor contact's phone number

    Click Next to proceed.

    Step 3: Review and Submit

  • Review all the information entered in the previous steps.
  • Verify that vendor name, domain, and key details are correct.
  • Click Submit to create the vendor.

    • > Note: After submission, the vendor will appear in your vendor list and will be ready for assessment and risk evaluation.

    Bulk Upload Vendors

    Navigation: Sidebar → Vendors → Bulk Upload
  • On the vendor list page, click the Bulk Upload option.
  • Download the bulk upload template.
  • Fill in vendor details row by row in the template.
  • Upload the completed file.
  • The system will validate and create vendors from the uploaded data.

    • > Tip: Bulk upload is ideal when onboarding a large number of vendors during initial platform setup.

    Managing Vendors After Creation

    Viewing Vendor Details

  • Click on any vendor in the vendor list to open their Vendor Details page.
  • The details page is organized into the following tabs:
    • TabPurpose
    ProfileVendor profile information — name, domain, logo, industry, tier, SPOC details
    Digital RiskDigital risk assessment and external threat data for the vendor
    Manage RiskVendor risk scoring, risk management, and mitigation tracking
    Assessment ProcessLinked questionnaires, assessment status, and response tracking
    DocumentsUploaded vendor-related documents and files
    Vendor AnalysisAI-powered deep analysis of the vendor (powered by ZIN)
    TeamInternal team members assigned to manage this vendor

    Editing a Vendor

  • On the vendor details page, click the Edit option.
  • Update the vendor's organization details, service details, or SPOC information.
  • Click Save to apply changes.

    • Troubleshooting

    IssueSolution
    Vendor auto-suggest not showing resultsStart typing at least 3 characters. The external database may not have every vendor — you can always enter details manually.
    Domain validation failsEnsure the domain follows a valid format (e.g., example.com). Do not include https:// or trailing slashes.
    CIN/GSTIN validation errorThese follow Indian registration formats. If your vendor is international, leave these fields empty.
    Bulk upload failsVerify the uploaded file matches the template format exactly. Check for empty required fields.

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