Manage Third-party
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Manage Third-party

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About this document


This document provides the step-by-step procedure to add, bulk upload, update, and delete your third-parties in SAFE.

Introduction


SAFE allows you to add your third-parties individually one by one, as well as upload your third-parties in bulk. SAFE admins can manage their third-parties from the third-party page in SAFE.

Add individual third-parties


Important
  • SAFE allows you to create Custom Fields. If you want to add Custom Fields for your third-parties, Refer to the Create Custom Fields. Custom Fields are the additional metadata required for prompt identification, reporting, and analytics for the onboarded third-parties.
  • All the Custom Fields created for third-party will be available as fields on the Add Third-party page and CSV upload template.

To add a third-party:

  1. Navigate to Third-party.
  2. Click the Add Third-party button.
  3. On the Third-party details page, enter the company details such as Domain Name, Company Name, Location, Industry, etc.
  4. Click the Add button.

  5. The system notifies you of a successful addition.
     

Bulk upload third-parties


Important
  • SAFE allows you to create Custom Fields. If you want to add Custom Fields for your third-parties, Refer to the Create Custom Fields. Custom Fields are the additional metadata required for prompt identification, reporting, and analytics for the onboarded third-parties.
  • All the Custom Fields created for third-party will be available as fields on the Add Third-party page and CSV Upload template.

To upload Third-parties in bulk:

  1. Navigate to Third-party.
  2. Click the Add Third-party button.
  3. Click the Bulk Upload tab.
  4. Click the Download Template button. The system downloads the template file (CSV) on your computer.
  5. Fill in the third-parties details in CSV as follows:
    1. Enter the mandatory fields Company Name, Domain, Industry, and Location.
    2. For any data field that contains a comma, please enclose that data in quotes.  Example: Mining, Quarrying, and Oil and Gas Extraction need to be entered as "Mining, Quarrying, and Oil and Gas Extraction".
    3. Enter the country name only in the Location field. Refer to the Accepted Country Name in the Location field.
    4. The Industry Value field must match of one the entries of the below list:
      • Mining, Quarrying, and Oil and Gas Extraction
      • Utilities
      • Construction
      • Manufacturing
      • Wholesale Trade
      • Retail Trade
      • Transportation and Warehousing
      • Information
      • Finance and Insurance
      • Real Estate and Rental and Leasing
      • Professional, Scientific, and Technical Services
      • Management of Companies and Enterprises
      • Administrative and Support and Waste Management and Remediation Services
      • Educational Services
      • Health Care and Social Assistance
      • Arts, Entertainment, and Recreation
      • Accommodation and Food Services
      • Other Services (except Public Administration)
      • Public Administration
  6. Save the details in the CSV file.
  7. Browse and upload the template file to SAFE.
  8. Click the Upload button. The system notifies you of a successful upload.

The system displays the onboarded Third-parties in the list available on the Third-party page, along with the individual and overall Third-party score.

Note
If users add a custom industry in the company profile section of SAFE after selecting Industry as "Other," the industry will be available in the add third-party industry drop-down as well as supported in the bulk upload third-party CSV.


Accepted country name for CSV upload


Afghanistan
Aland
Albania
Algeria
American Samoa
Andorra
Angola
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Colombia
Comoros
Congo (Brazzaville)
Democratic Republic of the Congo
Cook Islands
Costa Rica
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
East Timor
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Micronesia
Fiji
Finland
France
French Polynesia
Gabon
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guam
Guatemala
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong S.A.R.
Hungary
Iceland
India
Indonesia
Iran
Iraq",
Ireland
Isle of Man
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kazakhstan
Kenya
Kiribati
Kosovo
Kuwait
Kyrgyzstan
Lao People’s Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau S.A.R
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Mauritania
Mauritius
Mexico
Moldova
Monaco
Mongolia
Montenegro
Morocco
Mozambique
Myanmar
Namibia
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
North Korea
Northern Cyprus
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
State of Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Saint Kitts and Nevis
Saint Lucia
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Georgia and the Islands
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania
Thailand
Bahamas
Gambia
Togo
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States of America
United States Virgin Islands
Uruguay
Uzbekistan
Vanuatu
Vatican
Venezuela
Vietnam
Western Sahara
Yemen
Zambia
Zimbabwe


Remove a third-party


To remove a third-party:

  1. Navigate to Third-party.
  2. Search the Third-party from the list you want to remove.
  3. Click the options menu available in the Manage column against the Third-party.
  4. Click the Remove Third-party option.
  5. Click Yes on the confirmation screen. The system removes the Third-party. 



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