Adding Your First Vendor

Vendors are the companies or individuals performing work at your projects. Adding a vendor creates a compliance record that Inori tracks from onboarding through expiration.

Add a Vendor Manually

1. Open a project from the dashboard.
2. Click the Vendors tab.
3. Click + Add Vendor in the top-right corner.
4. Fill in the required fields:
   • Company name — The vendor's legal business name.
   • Contact email — Where Inori sends compliance requests and reminders.
   • Contact name — The primary contact at the vendor.
5. Optionally fill in the phone number and notes fields.
6. Click Save Vendor.

Assign a Risk Tier

After creating the vendor, assign a risk tier to determine how strictly their compliance is monitored.

1. On the vendor detail page, click the Risk Tier dropdown.
2. Select Critical, High, Medium, or Low.

What Happens After Adding a Vendor

When you add a vendor to a project, Inori creates a compliance record — the pairing of that vendor with that project. The record starts in the Awaiting COI state, meaning Inori is waiting for the vendor to submit their certificate.

You can now:

• Upload a COI on the vendor's behalf (see Uploading Your First COI).
• Send a portal invitation so the vendor can upload their own certificate (see Portal Invitations).