Support Portal

The “View All Vendors” page displays all vendors and allows you to perform a variety of actions. Access this page from the “Assessment "or “Manage” tabs.


Send Personal Email
Opens a new message will from your email account.  The vendor’s email addresses will be prepopulated in the “Bcc” field.  If a new email does not open, click here.

Summary Report
Generates a PDF report that outlines the heat the vendor has triggered in each section of the survey. This function is only available for vendors that have completed their assessment.

Bulk Change
Allows you to make the same edits to multiple vendors at once.  



Relationship Owner: The individual at your company who owns the business relationship with the vendor.
Add Categories / Remove Categories: Categories are used to filter and group specific vendors. Click “+ Select” to add a category. To remove a category, hover over the category, and click the strikethrough line.
Assign to Assessment: Add vendors to an assessment.
Remove from Assessment: Remove vendors from their current assessments.
No Assigned Assessment: Vendors who are not assigned an assessment. (To assign a vendor to an assessment, check its box, click “Actions,” select “Bulk Change” and click “Assign to Assessment.”)
Active Only: Vendors who have the status “Active.” (To change a vendor from “Active” to “Inactive,” click the vendor and select “Inactive” in the upper right corner.)
Inactive Only: Vendors who have the status “Inactive.” (To change a vendor from “Inactive” to “Active,” click the view profile and select “Active” in the upper right corner.)



Needs Attention: Vendors who are past the assessment deadline or have not been launched.
On Track: Vendors who are taking their assessment and vendors who have submitted their assessment and are ready to review.
Upcoming In 7 Days: Vendors who have a launch date in the next 7 days.
Upcoming in 30 Days: Vendors who have a launch date in the next 8-30 days. 

To upload multiple vendors at once, click “Upload Vendors” and download the template spreadsheet to fill in your vendor’s information.  If you choose to add one vendor at a time, click “+ Add Vendor.”