New Feature Alert: Embedded Risk Matrix

Applies to:
TrustLayer Pro & Enterprise users, Vendor Management, Risk & Compliance teams

Issue/Question:
How do I access and use the embedded Risk Matrix from within the TrustLayer platform?

You can access the embedded Risk Matrix directly from any party record by clicking the three-dot menu ("...") in the Parties tab of your TrustLayer dashboard and selecting “View Risk Matrix.”
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Watch the demo walkthrough

Go to Your TrustLayer Dashboard
Log into TrustLayer and start from your main dashboard view.

Navigate to the “Parties” Tab
In the top navigation, click on the “Parties” tab to view all tracked entities.
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Click the Three-Dot Menu
Find the party you want to assess, then click the three-dot menu (⋮) following their record.
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Select “View Risk Matrix”
Click the option labeled “View Risk Matrix.” TrustLayer auto-populates that party’s information and displays the embedded Matrix.

I don’t see the “View Risk Matrix” option.
→ Solution: The feature is only available on Pro and Enterprise plans. Contact your admin or TrustLayer Support to check access.
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The risk scan doesn’t reflect updated documents.
→ Solution: Make sure the vendor’s profile is up to date. TrustLayer uses current data but depends on the completeness of the record.
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Can I export or share the Matrix results?
→ Solution: Yes, reports can be downloaded or included in your weekly compliance exports.
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How is this different from the public Risk Matrix?
→ Solution: The embedded Matrix ties directly into your workflows, dashboards, and vendor data. It’s real-time, collaborative, and built into your compliance system.

Still Need Help?
Email us at [email protected] or use the in-app chat to connect with our support team.