The All Companies page lists every company your organization is monitoring, including both partially monitored and fully monitored companies. From this view, you can quickly review key risk signals, vendor relationship details, and monitoring status for each company.
Portfolio permissions are honored in this view, and you will only see companies included in the portfolios to which you have access. Admins can view the complete list of monitored companies across the organization.
Access the All Companies view
To access this view, go to Companies > All Companies in the navigation.
The table displays all monitored companies along with key data points such as security score, breach activity, and monitoring status. These details help you quickly understand the potential risk each vendor may pose to your organization.
Click the Company name to open the company’s Scorecard. Open the vendor details pane by clicking anywhere else in the row.
You can use filters in the Monitoring status column to view only partially monitored or fully monitored companies. If a company is partially monitored, you can start full monitoring by adding it to a portfolio.
View vendor details
Selecting a row in the table opens a drawer with additional vendor details and collaboration tools.
The following tabs are available:
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Vendor details
View and edit vendor relationship information, including business impact, shared data types, and risk level. You can also remove the company from the All Companies view here.Note: Deleting a partially or fully monitored company removes all user-contributed data associated with that company, including contacts and notes.
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Requests
Displays invitations, questionnaires, action plans, and evidence requests sent by anyone at your organization. -
Contacts
Stores vendor contact information. You can add contacts and send invitations from this tab. -
Notes
Allows internal users to add notes visible only within your organization.
You can also access information by selecting Edit Details when viewing a vendor's scorecard.
You can also update vendor relationship details in bulk by selecting the checkboxes next to one or more companies in the table, then use the bulk editor to update fields or send vendor invitations.
Default fields
These are available for all followed companies (partial & full). Customer Admin can control visibility of these fields from My Settings > Vendor Custom Fields.
| Field | Type | Definition |
| Business impact | Single-select (Critical, High, Medium, Low) |
How significantly a vendor disruption would affect your organization. Always visible. Example: A cloud provider outage that halts operations would be Critical. |
| Data types shared | Multi-select (PII, PHI, Financial, Sensitive) |
The data categories exchanged between your organization and the vendor. Always visible. Example: A payroll vendor may receive employee PII. |
| Risk | Single-select (Critical, High, Medium, Low, None) |
The likelihood and potential impact of a negative event related to the vendor. Example: A vendor handling sensitive customer data with weak security controls may be classified as High risk. |
| Assigned team member | Plain text | The team member at your organization who owns the vendor relationship. Supports bulk edit. |
| Business unit | Single-select (Product, Engineering, HR, Finance, Legal, Compliance, Sales, Marketing, IT, R&D, Other) |
Which department within your organization owns the vendor relationship. Example: If the UX team uses Figma, the business unit may be Product Design. |
| Vendor ID | Plain text | An internal identifier used to map the vendor to another system of record. |
| External Vendor ID | Plain text (comma-separated values) | Store multiple IDs from other systems to match vendors across platforms during data export. |
| Lifecycle status | Single-select (New, Assess, Respond, Monitor) |
The vendor’s current stage in your internal process. Note: Changing this value does not trigger additional platform actions. |
| Contract end date | Date | The date the vendor contract ends. An icon indicates when the date has passed. |
| Last assessed date | Date | The date of the last completed assessment from the questionnaire module. |
| Portfolios | Plain text | Which portfolio(s) include the vendor. |
| Custom tags | Plain text | Additional metadata to the vendor that is not covered by a dedicated field. |
Add custom fields (early access)
You can create custom fields to tailor vendor details to your organization’s internal workflow, such as a renewal owner, a tier classification, or a flag for vendors under review.
This feature is currently in Early Access. Learn how to turn it on for your organization here.
Admins can create up to 20 custom fields by navigating to My Settings > Vendor Custom Fields and selecting Add New Field.
Admins can also control the visibility of both default fields and custom fields. Business impact and Data types shared always remain visible and can’t be hidden.
Choose a field type
When you create a custom field, you select one of the following types based on the kind of information it will hold:
| Type | Use it for |
| Plain Text | Free-form text, such as a note, reference, or identifier. |
| Date | A single calendar date, such as a renewal or review date. You can optionally restrict entries to a date range. |
| An email address. Entries are validated for correct email format. | |
| Single-select | A dropdown where users pick one option from a list you define. |
| Multi-select | A list where users can pick more than one option. |
| Switch | A simple on/off toggle, such as “Under review” or “Critical vendor.” |
For Single-select and Multi-select fields, you define the list of options when you create the field. Each option must be unique (duplicates are ignored regardless of capitalization or extra spaces).
Show, hide, and reorder fields
From My Settings > Vendor Custom Fields, admins can:
- Show or hide any field that supports it. Hidden fields are removed from the vendor details drawer, the All Companies columns, and the filter menu, but their saved data is preserved. (Business impact and Data types shared can’t be hidden.)
- Reorder fields by dragging them. The order you set here controls the order fields appear in the vendor details drawer and the bulk edit menu.
Edit a field
You can rename a custom field at any time, and for select-type fields, you can update the list of available options. Field names must be unique; you can’t create or rename a field to a title that’s already in use.
Note: You can’t change a field’s type after it’s created. If you need a different type, delete the field and create a new one.
Delete a field
You can delete a custom field as long as it isn’t in use. A field can’t be deleted if:
- It already has values saved against one or more vendors, or
- It’s mapped to a question in a vendor intake form.
If a field can’t be deleted, the platform will let you know why. To remove it, first clear its values or remove the intake-form mapping.
Where your custom fields appear
Once created, custom fields behave like the default vendor details fields. You can:
- View and edit them in the vendor details drawer
- Add them as columns in the All Companies table
- Filter and sort your vendor list by them
- Update them across many vendors at once with bulk edit
- Include them when you export your vendor list