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How to Create a Third Party/Vendor Profile

Third Party/Vendor profiles hold and manage data related to that Third Party/Vendor

⚠️ You must have an appropriate TPRM entitlement to complete the actions below

Create a User via Manage Client

  1. Navigate to Third Party Risk Management > Third Parties List
  2. Click Add to start the profile creation process.

Complete Third Party Details & Contact Information

After clicking Add, a User Details form opens.

  • Enter the required or desired information

Once all required fields are completed, select Save to continue editing the profile, or Save & Close to return to the Third Party List.

Tip: The only two fields in the editor that are required are the Third-Party Name and Type.

If using the Save option, once clicked it will save the record and then open up the remainder of the tabs for the profile as shown below.

 

💡 Learn More

For more information on creating Third Party Solutions, Assessments, or Users see the following:



➡️ Next Steps: