Manage Third-party

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:

Navigate to Third-party.

Click the Add Third-party button.

On the Third-party details page, enter the company details such as Domain Name, Company Name, Location, Industry, etc.

Click the Add button.

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:

Navigate to Third-party.

Click the Add Third-party button.

Click the Bulk Upload tab.

Click the Download Template button. The system downloads the template file (CSV) on your computer.

Fill in the third-parties details in CSV as follows:

Enter the mandatory fields Company Name, Domain, Industry, and Location.
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."
Enter the country name only in the Location field. Refer to the Accepted Country Name in the Location field.
The Industry Value field must match one of 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

Save the details in the CSV file.

Browse and upload the template file to SAFE.

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

About this document

Introduction

Add individual third-parties

Bulk upload third-parties

Accepted country name for CSV upload

Remove a third-party

What's Next