Vendor Assessment Portal Guide (For Vendors)
Prerequisites
An assessment invitation email from the requesting organization
Access to the email address registered as SPOC
Logging In to the Assessment Portal
Step 1: Open the Invitation Link
Check your email for the assessment invitation.
Click the assessment link in the email.
You will be redirected to the Vendor Assessment Portal login page.
Step 2: Authenticate with OTP
Enter your registered email address.
Click Send OTP.
Check your email for the one-time password.
Enter the OTP and click Verify to log in.
> Note: The OTP is valid for a limited time. If it expires, request a new one.
Filling Out the Assessment
Step 1: View the Questionnaire
After login, you will see the assessment questionnaire organized by categories.
Each category contains questions that need your response.
The progress indicator shows your completion percentage.
Step 2: Answer Questions
Click on a category to expand it.
For each question:
Enter your response in the provided text area or select from options
Upload supporting documents if requested
Add comments for additional context
Your responses are saved automatically as you type.
Step 3: Upload Supporting Documents
For questions that require evidence, click the Upload button.
Select the file and upload.
Supported file types include PDF, DOCX, XLSX, and images.
Inviting Collaborators
If multiple people from your organization need to contribute:
Click Add Collaborator on the assessment page.
Enter the collaborator's email address.
They will receive an invitation to access this specific assessment.
Collaborators can answer questions in their area of expertise.
> Tip: Invite collaborators from different departments (IT, Security, Legal) to ensure comprehensive and accurate responses.
Responding to Risk Assessments
Some assessments include risk-related questions:
Navigate to the Risk section if available.
View identified risks and their details.
Provide evidence and comments for each risk item.
Upload supporting documentation as needed.
Submitting the Assessment
After answering all questions, review your responses.
Check the Assessment Metrics to ensure completion.
Click Submit to finalize your assessment.
> Warning: Once submitted, you may not be able to modify your responses. Ensure all answers are complete and accurate before submitting.
Troubleshooting
| Issue | Solution |
|---|
| Did not receive the invitation email | Check your spam/junk folder. Contact the requesting organization's vendor manager. |
| OTP not arriving | Check spam. Request a new OTP. Ensure the email address matches the one registered by the requesting organization. |
| Cannot upload files | Check file size limits. Ensure the file format is supported (PDF, DOCX, XLSX, images). |
| Assessment link expired | Contact the requesting organization to resend the assessment invitation. |
| Collaborator cannot access | Ensure the collaborator's email was entered correctly. They will receive their own OTP-based login. |
Related Articles
Vendor Pulse: Roles & Permissions Reference
This guide lists the permission scopes that control access to each part of Vendor Pulse, so administrators can grant users exactly the access they need. This page covers Vendor Pulse only. For the complete cross-product reference — every product's ...
Vendor Pulse: Frequently Asked Questions (FAQ)
Answers to the questions we hear most often about Vendor Pulse, Zeron's third-party risk management (TPRM) product. Getting Started What is Vendor Pulse? Zeron's TPRM product for managing your vendor portfolio, sending assessments, scoring vendor ...
Troubleshooting Common Issues in Vendor Pulse
This guide covers common issues in Vendor Pulse and how to resolve them. Login & Permissions Many "I can't see/do X" issues are missing permission scopes — a user without the required scope sees an "Unauthorized" screen. Symptom Fix SSO login fails ...
How to Send Risk Assessments to Vendors
Prerequisites At least one vendor with identified risks in the Manage Risk tab Access to the vendor's risk section Sending Risks to a Vendor Navigation: Sidebar > Vendors > [Select Vendor] > Manage Risk Tab Step 1: Select Risks to Send Open a ...
Getting Started with Vendor Pulse
Prerequisites Before you begin, ensure you have: An active Zeron account with Vendor Pulse access Admin or Vendor Manager role assigned to your profile A list of vendors your organization works with Step 1: Log In to the Platform Navigation: Browser ...