This article serves as a step-by-step guide on how to add a new company to the exchange. A Customer could use this function to help place a request or a Third-Party could use this function to help share out their assessment proactively.
Steps to add a new company
Adding options:
1. Click into your respective portfolio depending on if you are a third-party or customer. Both will have the option to add a company.
2. Within the Customer Portfolio (if you are a third party) or Third-Party Portfolio (If you are a customer) click Add Company.
Search company:
1. Input the organization's full name or URL into the Company Search bar first to ensure the company is not already a part of the Exchange.
2. Click Add to Portfolio if you find the organization you were looking for. Now you have the organization in your portfolio so you can complete your needed action. Note: With the size of our exchange, encountering duplicates is common. We recommend selecting third parties that match the exact URL and location of your vendor and are marked as being in the exchange already, and requesting accordingly. This ensures that you don't place a request on a similarly named third party that you have never worked with.
3. If you didn't find the organization you were looking for, click the arrow within the box labeled "Didn't find the company you were looking for?" to pull up the new company request form. (You may need to scroll all the way to the bottom of the page)
Filling out the New company request form:
1. Fill out the Company Name, URL, and Country to add a company.
2. Add recipients to send a ‘Claim Company’ email.
3. Provide additional details for accuracy.
4. Request data from the new company after completing the New Company Request.
5. Click Submit Request to complete the process.
A new company is added:
1. Once we verify, we will create the company in the Exchange.
2. We will automatically add them to your portfolio.