Improved vendor onboarding and management

The Vendor Relationship Questionnaire streamlines the process for capturing all relevant information when onboarding a new vendor, and the new Vendor Portfolios ensures easier categorization and vendor management in addition to the already existing labels and vendor tiering features.

Both of these features have been released to our beta customers ahead of the full release. Please talk to your Technical Account Manager or contact support@upguard.com to find out how to join our beta program to gain early access to these features.

Vendor Relationship Questionnaire

Streamline collaboration within your organization when onboarding a new vendor with the Vendor Relationship Questionnaire. This feature enables you to gather and store key information from the people managing the vendor relationship, allowing you to simplify the overall risk assessment process.

For help with setting up and using your Vendor Relationship Questionnaire you can visit How to use vendor relationship questionnaires.

Vendor Portfolios

You can now efficiently group monitored organizations into seperate lists using the portfolios feature. Portfolios allow you to limit access so that individual users within your team only see the vendors relevant to them. Once setup, this feature allows you to:

Easily filter, view and report the performance of individual portfolios
Maintain and report on separate vendor portfolios for different departments or groups within your organization
Manage permissions so that users only have access to the portfolios and vendors they need.

For help with setting up and using Vendor Portfolios you can visit How to use portfolios to segment your vendors.