Add a Prospective Vendor
In this video, learn how to add a prospective vendor in Drata, use preloaded vendor information when available, and enter the vendor context needed for classification. You’ll see how details such as vendor type, data involved, operational impact, and access level inform the AI-generated inherent-risk recommendation. You’ll then review the recommendation and complete the vendor setup before moving into a full review when needed.
Key Takeaways
Add a prospective vendor using preloaded information or manual entry.
Provide the vendor and risk details that help determine the inherent-risk recommendation.
Review the recommendation and rationale, then complete the vendor setup.
Add Existing Vendors
In this video, learn how to add existing vendors to Drata through supported procurement connections, a CSV upload, an API or custom intake flow, or manual entry. This video shows how each path adds or updates vendor records in the vendor directory, creating a clear starting point for risk classification and review.
Key Takeaways
Import vendors through a supported procurement connection.
Add multiple vendors at once with a CSV or use an API or custom intake flow.
Add an individual vendor manually and maintain a current vendor directory.