Vendor Profile: Contacts

Ingrid

Use the Contacts page [ Vendor Profile ➔ Contacts] in the Vendor Risk Management application to manage internal and vendor contacts.

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.
Email: 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.
Email: The contact’s email address.

Actions

Add a New Contact

Instructions: Select the Add Contact button at the bottom-right of either the Internal Contacts or Vendor Contacts sections.

See the editable internal and vendor contact details.

Edit a Contact’s Details

Instructions: Select Edit.

See the editable internal and vendor contact details.

Delete a Contact

Instructions: Select Delete.

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

* Required.

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

* Required.

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.