Vendors

You can use the Vendors & Products page to manage your roster of vendors and products. 

Initially the vendor list will include the vendors provided in your Initial Risk Profile (IRP) and any vendors you have assessed.  

You can add additional vendors either individually or by using the import function to upload multiple vendors. You can also use the download / import functionality to refresh your vendor list.

After a vendor is added to the Client Portal, you can change the vendor's status to inactive, you can remove the vendor from your TPIR count, and you can delete the relationship if you no longer want the vendor to display in the list.

Locate an Existing Vendor

1. Navigate to Vendors > Vendors & Products. 

2. To locate a vendor, use Search by Vendor.
3. Click the Actions icon to view Vendor Details. 

4. (Optional) Click Inactive if this vendor no longer has a current contract and specify the date for the End of Relationship.
5. (Optional) If you purchased the Incident Response Module (TPIR), select Yes if you do want to include the vendor in your TPIR count.
6. If you make changes, click Save Vendor Details.
7. (Optional) If the relationship with the vendor is not valid, click Is this relationship invalid? Click here to delete. Note: this removes the vendor association from your organization but does not delete the vendor. 

Add a New Vendor or Product

1. Navigate to Vendors > Vendors & Products.
2. Click Add New Vendor or Product.
3. Specify the Vendor Name.
4. Specify the Vendor Company URL.
5. Click Search.
6. Do one of the following:
   • If the Portal finds a match, click Select and click Next.
   • If the Portal does not find a match, click Manually Add Vendor, read the message, and click Submit.
7. If you manually add a vendor, the system creates a ticket. CORL's Research team will review the vendor and verify the vendor's details. 

Import Vendor Procedure

You can bulk upload a list of vendors. You must use the Excel template and you must not make any structural changes to the Excel file. 

1. Navigate to Vendors > Vendors & Products.
2. Click Add New Vendor or Product.

3. Click Download Template.
4. Locate the Excel template. Tip: the file goes to your default Download folder and the name is template_clientOnboardVendor.xlsx.
5. Open and populate the Excel template following the examples provided. Note: You can delete the example vendors but you cannot change the structure of the Excel file. 
6. In the portal, navigate to Vendors > Vendors and Products > Add New Vendor or Product.
7. Click Import Vendors.
8. Select the Excel file from Step 4 and click Open. 
9. The system imports your vendors and displays a message.

Refresh Your Vendor List

1. Navigate to Vendors > Vendors & Products. 
2. Click the download icon to export the vendor list as a CSV file that is saved to your computer. 
3. Use Excel to update the CSV file and add, modify, or delete vendors.
4. Click Add New Vendor or Product.
5. Click Import Vendors and follow the instructions above.  
6. CORL Portal refreshes your vendor list.