V2 How to Add a Party in TrustLayer

📌 Applies to:

TrustLayer users managing vendor compliance and onboarding.

📌 Issue/Question:

How do I add a new party (vendor) in TrustLayer and assign a compliance profile?

✔️ You can add a new party in TrustLayer by clicking the "Create a Party" button on your dashboard, entering the required details, and saving the entry.

1️⃣ Step 1: Access the Party Creation Tool

From your dashboard, click the "Create a Party" shortcut button, or go to the "Parties" section and select "New Party" on the right.

2️⃣ Step 2: Enter Party Details

Fill in the party name (e.g., "Fleetwood Mac"), select the party type (low, medium, or high risk vendor), and provide the contact's email address and name.

3️⃣ Step 3: Assign Compliance Profile and Save

Selecting a party type will automatically link the party to a default compliance profile. Enter the contact information, then click the blue "Save" button to add the party to your list.

💡 Common Issue 1:

Can't find the "Create a Party" button.

→ Solution: Make sure you are on the main dashboard or in the "Parties" section; the shortcut and "New Party" options are available in both places.

💡 Common Issue 2:

Party not linked to the correct compliance profile.

→ Solution: Double-check that you selected the correct party type, as this determines the default compliance profile assigned.

📚 Related Articles:

💬 Still Need Help?

Contact your TrustLayer administrator or use the in-app chatbot for further assistance.