Adding Third Parties to Your Portfolio

As a customer, you can add new third parties at any time for the purposes of placing a request. To do this, simply go to your Third Party Portfolio tab and use the Add Company button. (If you want to add third parties in bulk, please work with your Customer Success Manager.)

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.