Add & Remove Vendors

This guide helps you efficiently navigate through and control your organization's Vendors.

First, click the left sidebar button (circled below) and select the Vendor Management tab (marked by an arrow below).

going to the Vendors tab in the left sidebar

Now, on the Vendor Management tab, add a new Vendor by clicking the Add button (marked by an arrow below).

the Add New Vendor button is marked with an arrow

Fill the Vendor's information, on Type, Service, and Risk there's a drop down menu with many options built into Regulait's system.

To add more categories for each setting - click here.

a New Vendor page

After filling all mandatory boxes, click the blue 'Save' button to add the Vendor to the Vendor list.

the New Vendor page, filled

Adding a Vendor takes us to the Vendor information tab, where we can click on 'Edit Information' to make changes about the Vendor.

a Vendor's Information page

On the Evaluation tab, we can easily evaluate a Vendor with a five star rating system, and add notes and recommendations about a Vendor.

To do that, click on the Edit Evaluation button (marked with an arrow below).

the Edit Evaluation button is marked with an arrow

Going back to the Vendors tab, we can see our newly added Vendor in the list.

the Vendors page showing Vendors in a list

We can also easily filter Vendors by their Risk factor, or search for a specific Vendor using the search bar.

The Risk filter window is circled below.

the Risk filter option is circled

Learn more about Vendor Settings here.

To return to the Vendor Management Guide hub, click here.

To return to the main guide hub, click here.