Creating a Vendor

The Create Vendor feature in the Uproot Security platform allows organizations to add third-party vendors, services, or software for centralized tracking and risk management.

Creating a vendor ensures ownership is defined, risk is assessed consistently, and review cycles are properly maintained.

Accessing Create Vendor

To create a new vendor:

1. Log in to your Uproot Security account.
2. Navigate to Vendor Management.
3. Click Create Vendor.

You will be directed to the Create Vendor page, where vendor details can be entered.

Vendor Information

The Vendor Information section captures essential details required to identify and manage a vendor.

1. Vendor Type

Select how the vendor is categorized:

• Vendor
• Service
• Software
  

2. Status

Indicates the current state of the vendor:

• Active
• Inactive
• Off board
  

3. Business Unit

Assign the internal team associated with the vendor:

• Engineering
• Sales
• Human Resources
• IT
• Marketing
• Finance
• Legal
• Administration

4. Owner

Select the internal user responsible for managing the vendor.

Data Classification & Security

This section defines the sensitivity of data handled by the vendor and their level of access.

1. Data Classification
2. • Public
   • Internal
   • Confidential
     
2. Access to Environment (Multi-select)
3. • Production
   • Staging
   • Development
   • No Access

Risk & Review Details

Configure the vendor’s risk posture and review frequency.

1. Review Cycle
2. • Yearly
   • Half Yearly
   • Quarterly
     
2. Risk Level
3. • Very Low
   • Low
   • Moderate
   • High
   • Very High
     

Data Location

Specify where the vendor stores or processes data:

• US
• Europe
• Asia
• Australia
• Middle East
• Africa
  

Once all required fields are completed, save the vendor to add it to your Vendor Management list. The vendor will now be available for ongoing review, risk assessment, and tracking within the platform.