Cybervergent
Third Parties

Onboard third parties

Use Onboard Third Party, then choose single or multiple. Single opens the Add New Entity flow (Business, Contact, Review). Multiple uploads a file, parses the rows into an editable table, and creates them on confirm.

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Onboard third parties

Overview

Add one third party through a guided form, or onboard many at once from an Excel file.

Step-by-step

  1. 1 Open a risk initiative and go to the Register tab.
  2. 2 Click 'Onboard Third Party' to open the choice dialog, select 'Single Third Party' or 'Multiple Third Parties', then click Continue.
  3. 3 Single, Business step: in the 'Onboard Third Party' drawer enter the business name, and select the industry and country.
  4. 4 Single, Contact step: enter the contact full name and email address.
  5. 5 Single, Review step: confirm the details and send to create the third party.
  6. 6 Multiple: upload the Excel file. The parsed entities open in an editable table in its own drawer while the processing status shows on the side.
  7. 7 Review each parsed row and edit any cell. For the industry and country columns, pick from the dropdowns.
  8. 8 Click 'Confirm onboarding' to create the third parties.
Try it in Cybervergent

Related articles

Third Parties Work the third-party register Read and filter the Register tab, where your third parties and their risk live. Third Parties Manage a third party Set accountability, lifecycle stage and tier, and the reassessment cadence. Third Parties Offboard a third party Run the exit checklist, record the reason and date, and sign off. Third Parties Act on a third party with Entity Tools Assess risk, audit, request remediation or evidence, and send a questionnaire from a third party.