The vendor details page helps you manage vendor data registered in Vendor Risk Manager. You will often need to update all of your vendor data to effectively manage your relationship with vendors. Each tab of the Vendor details page requires specific permissions to make changes to vendor details.
| Tab | Required Permissions |
|---|---|
| General, Owners, Addresses, and Documents | Vendor View and Vendor Update |
| Assessments | Assessment View and Assessment Create |
| Vendor Contacts | Vendor User View and Vendor User Update. To delete vendor contacts, use Vendor Delete. To add additional contacts, use Vendor User Create |
| Engagements | Vendor Service View and Vendor Service Manage |
The following table summarizes the different tabs that are available in the Vendor details page.
| Tab | Description |
|---|---|
| General | Allows you to update the general, login, criticality, tags, and organizational hierarchy information. For information about how to update the general information, see Set the General Information. |
| Assessments | Create new assessments for newly added engagements. |
| Owners | The Owners tab lists the existing owners. You can add or delete vendor contacts. |
| Addresses | The Addresses tab lists the address(s) of a vendor. Edit the primary address, add a new address, or delete obsolete addresses. Also, use the Designate Primary in the More Actions dropdown list to indicate which of the addresses specified here should be used to contact the vendor. |
| Vendor Contacts | The Vendor Contacts tab lists the vendor users. You can add, edit, or delete vendor users. Use the options in the More Actions drop-down list to import, export, activate, or deactivate vendor users. Select vendor user(s) and click Primary Contact to designate a vendor user as primary point of contact. For information about how to create a new vendor user, see Create a Vendor User. |
| Engagements | Displays the list of services that a vendor can offer. Update existing engagements, add new engagements when you want to avail more services from the same vendor, or delete engagements when a vendor no longer supports a particular service. In the More Actions dropdown list, use the Batch Edit option to update the information of multiple engagements that belong to the same vendor, and use New Assessment to launch an assessment for newly added engagements, since you may want to assess the engagement before availing it from a vendor. For information about how to create a new engagement, see Create a Vendor Engagement. |
| Documents | Add documents, web links, shared documents, and link contracts. |
