Bulk Vendor Assignment

When onboarding a new project with many vendors, adding them one at a time is slow. Bulk vendor assignment lets you assign multiple vendors to a project in a single operation.

Assign Vendors in Bulk

1. Open the target project from the Projects list.
2. Click the Vendors tab.
3. Click Add Vendors in the top-right corner.
4. In the vendor selection dialog, use the checkboxes to select each vendor you want to add. Use the search bar to filter by name.
5. Click Add Selected to assign all checked vendors at once.

Inori creates a compliance record for each vendor-project pair automatically.

What Happens After Assignment

For each assigned vendor, Inori:

• Creates a new record with a status of Awaiting COI.
• Sends a notification email to the vendor's primary contact (if auto-send is enabled in project settings).
• Applies the project's requirement template to determine what coverage is needed.

Removing Vendors

To remove a vendor from a project, open the vendor's record and select Archive Record from the actions menu. This does not delete the vendor from your organization — it only removes the project association.