Vendor Management
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      3. Vendor Management

      Assigning Vendor Surveys

      1. Log in to your ComplyAuto Privacy dashboard. Click "Vendor Management" in the left-hand column. Then click "Surveys."

       

      2. The vendor surveys are broken down by category so that they can be assigned to the appropriate people. There are four or five survey types to assign. "Human Resources Vendors" survey is for California groups only.

       

      3. Under "Surveys to Assign," select the survey you would like to send, and click "+ Assign".

       

      4. Review the information about what an assignee needs to know to complete the survey. Click "Assign survey to others."

       

      5. Next, choose the appropriate location or "Check All" locations.

       

      6. You can click "Assign to Myself" or click the "Search by name..." field. If the assignee appears in the drop-down list, select his or her name. If the assignee does not appear in the list, click "Create New Assignee."

       

      7. Enter the individual's name and email address, click "Submit."

       

      8. Click "Assign" to finish.

       

      9. You can view all assigned surveys below.