Site Administration

Software Tour

Configure Your TPRM Program for Your Policies

Every financial institution's third-party risk program is different — different risk tiers, different workflows, different governance structures. VendorRisk gives administrators complete control over templates, permissions, custom fields, approval workflows, and audit logs, so the platform reflects your program's specific policies and the requirements your regulators expect to see documented.

Full Access and Visibility

Site admins have unrestricted access to all modules, settings, and data across the platform.

Unlimited Site Administrators

Assign as many admins as needed—no restrictions, no extra licenses.

Change Audit Logging

Track every action made by site admins with a complete, timestamped audit trail for accountability.

Role & Permission Management

Define user roles and control access to every module and relevant features.

Customize Everything

Tailor the platform to your workflow—edit review templates, email content, lookup tables, custom fields, and more.

Feature Flag Control

Enable or disable optional modules or experimental features to tailor the platform's capabilities to your needs.

Enable and Customize the Guest Portal

Turn the Guest Portal on or off site-wide, and configure its layout, branding, and behavior to match your vendor experience and security needs.

Enable API Access and Monitor Usage

Admins can activate the API, manage the key, and view detailed logs of past API calls for visibility, security, and troubleshooting.

Prebuilt User Reports for Oversight

Access canned reports to view user activity, permissions, and system usage—helping you monitor engagement and enforce access controls.

Configure Dashboard Layout

Tailor the default dashboard experience by selecting which tiles appear—ensuring users see only the most relevant information upon login.

Customize PDF Appearance

Configure logos, timestamps, and footers for all exported PDFs to align with your organization's branding and documentation standards.

Customize Daily Alert Emails

Control which items are included in the 8 AM daily alerts, ensuring users receive only the most relevant updates each morning.

Automated Maintenance Tools

Enable weekly backups, auto-renew contracts, and archive inactive vendors or contracts to keep your environment clean and current with minimal effort.

SSO & MFA Settings

Enable or enforce organization-wide security protocols, including SAML-based SSO and multi-factor authentication.



Configure TPRM to Match Your Policies

Control permissions, customize workflows, enforce security policies, and maintain the audit logs your governance program requires.

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