Adding Vendors

Vendors represent the companies and contractors whose insurance coverage you need to track. This article covers manual vendor creation.

Required Fields

Every vendor needs at minimum:

• Company name — The vendor's legal business name as it appears on their certificates of insurance.
• Contact email — The primary email address for compliance communications. Inori sends certificate requests and expiration reminders to this address.

Creating a Vendor

1. Navigate to a project and click the Vendors tab.
2. Click + Add Vendor.
3. Enter the company name and contact email.
4. Fill in any optional fields (see below).
5. Click Save Vendor.

The vendor is created and a compliance record is automatically generated with the state Awaiting COI.

Optional Fields

These fields are not required but improve your compliance workflow:

• Contact name — The person at the vendor responsible for insurance.
• Phone number — For follow-up communications.
• Risk tier — Critical, High, Medium, or Low. Defaults to Medium if not set.
• Trade/Category — The type of work the vendor performs (e.g., Electrical, Plumbing, Janitorial).
• Notes — Free-text field for internal notes visible only to your team.

Adding a Vendor to Multiple Projects

A single vendor can be added to multiple projects. Each project-vendor pair creates its own compliance record with independent tracking.

1. Open a different project.
2. Click + Add Vendor and search for the existing vendor by name.
3. Select the vendor from the search results.
4. A new record is created for this project without duplicating the vendor entity.