Create a Vendor or Supplier Associated with a Customer in vCIOToolbox : vCIOToolbox

Create a Vendor or Supplier Associated with a Customer Print

Modified on: Tue, 4 Apr, 2023 at 2:05 PM

One of the first steps in using TPRM is creating the vendors and suppliers associated with your customer. We have two classes of relationship that can be created vendors and suppliers.

1. Navigate to your customer record within the GRC module

2. Create a New Vendor/Supplier

3. Create your Vendor/Supplier profile including standard information and your rating of maturity as a vendor, level of inherent risk, and if they have been approved for use by the organization.

4. Click on the vendor/supplier name to enter their profile

5. Once in the profile, choose GRC Assessment and get started

If you have any additional questions after reviewing these instructions, please email support@vciotoolbox.com.

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Create a Vendor or Supplier Associated with a Customer Print

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