🚀 Step 1: Set Up Your Profile
Before diving into assessments, make sure your account is configured:
- Add your company name and basic info
- Set your role and notification preferences
- nvite team members or collaborators (optional)
📁 Step 2: Add Vendors or Clients
To assess risk, you'll need to start by adding your third-party vendors or clients:
- Go to “Vendors” > “Add Vendor”
- Enter basic vendor info: name, industry, contact
- Tag with relevant categories (e.g., Cybersecurity, Compliance)
📊 Step 3: Run Your First Risk Assessment
Once vendors are added, it’s time to run an assessment:
- Click on the vendor name to open their profile
- Select “Start Assessment”
- Choose an assessment template or create a custom one
- Answer risk-related questions across categories (Operational, Cyber, Financial, etc.)
- Submit and view the calculated Inherent Risk Score
🔐 Step 4: Review & Mitigate Risk
After assessment:
- Review the risk rating: Critical, High, Medium, Low, or Negligible
- Assign a Risk Treatment Strategy: Mitigate, Accept, Transfer, or Avoid
- Add comments, upload supporting documentation, or assign to an owner
📅 Step 5: Schedule Ongoing Reviews
- Set a review frequency (e.g., every 6 months)
- Use automated reminders to ensure assessments are kept up-to-date
- Track trends and score improvements over time
✅ Need Help?
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