Internal Contact Details
Internal contacts allow you to assign multiple collaborators to oversee your vendor risk management program.
- Name
- The contact’s name.
- Status
- The contact’s registration status.
- Phone
- The contact’s phone number.
- Title
- The contact’s job title.
- The contact’s email address.
- Is Owner (Toggle)
- Enabled = The contact owns the day-to-day relationship, is responsible for the assessment, or is assigned to the vendor.
Vendor Contact Details
Vendor contacts allow you to manage the ones responsible for completing assessments.
- Name
- The contact’s name.
- Status
- The contact’s registration status.
- Phone
- The contact’s phone number.
- Title
- The contact’s job title.
- The contact’s email address.
Actions
Add a New Contact
Edit a Contact’s Details
Delete a Contact
Disconnect From a Vendor
Stop communications with the vendor.
You will no longer be able to communicate with this vendor, but it will remain in your Monitored Vendors list.
Instructions:
- Select the Actions drop down at the top-right.
- Select Remove.
Editable Internal Contact Details
* Required.
- * Contact Email
- Select this dropdown to assign a user as a contact email address.
- Contact Phone
- Enter the contact’s phone number.
- Job Title
- Enter the contact’s job title.
Editable Vendor Contact Details
* Required.
- * Contact Email
- Enter the contact’s email address.
- Name
- Enter the contact’s name.
- Contact Phone
- Enter the contact’s phone number.
- Job Title
- Enter the contact’s job title.
- January 10, 2024: Published.
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