Configure TPRM properties

task australia Updated Sep 10, 2026 2 min read tprm-properties-configure.md
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Configure property settings for a variety of TPRM operations.

Before you begin

Role required: sn_vdr_risk_asmt.vendor_risk_admin

About this task

You can specify the following property settings:

  • Organization name [sn_vdr_risk_asmt.company.name]

    Third-party contacts see this name in all references on the Third-party portal.

  • Excel cell text delimiter [sn_vdr_risk_asmt.excel_choice_delimiter]

    Character string that separates response text in questions of type ‘Choice’ and ‘Multiple Selection’.

    Common delimiters: \r, \n, \t, \r\n, and the comma character.

  • Maximum Excel file size [sn_vdr_risk_asmt.excel_file_max_size]

    Maximum file size in MB that can be imported.

  • Maximum age for reusing responses [sn_tprm_dd.max_age_for_questionnaire_reuse]

    Maximum age in days for a questionnaire to be used to pre-populate responses in a new questionnaire. The questionnaire from the most recent closed assessment is used. This setting applies when a user selects the Include previous responses option when configuring a questionnaire or questionnaire template.

  • Allow assessors to answer/edit questionnaires for third-party contacts [sn_svdp.allow_assessor_edit]

    You can set the following options:

    • Enter answer to enable TPR assessors [sn_vdr_risk_asmt.vendor_assessor] to answer questions or modify responses (default).
    • Enter edit to enable TPR assessors to modify responses.
    • Enter false to not enable TPR assessors to answer questions or modify responses. Important: This property applies only to Classic assessments. If Smart Assessment Engine (SAE) is enabled [sn_vdr_risk_asmt.sae_enabled], this property has no effect, and external assessment responses remain read-only for TPR assessors and TPR managers regardless of this setting. To edit responses for an external SAE assessment, TPR assessors [sn_vdr_risk_asmt.vendor_assessor] and TPR managers [sn_vdr_risk_asmt.vendor_risk_manager] can use the assessment reassign [sn_smart_asmt.reassign] role, which is available to both roles by default, to reassign the in-progress assessment to themselves during the review process. Once reassigned, they are granted edit access to the responses. For more information, see Smart assessments with Third-party Risk Management.
  • Smart Assessment Engine enabled [sn_vdr_risk_asmt.sae_enabled]

    The option to use Smart Assessment Engine or Assessment Engine.

    • Select the check box to enable Smart Assessment Engine for TPRM.
    • When the check box isn’t selected Smart Assessment Engine isn’t enabled for TPRM. Warning: You won’t be able to change this setting back once it's set to be "true." After this property is enabled, this selection can’t be reversed.

Procedure

  1. Navigate to All > Third-party Risk Management > Administration > Properties

  2. For each property, enter the value that meets your need.

    • Each property entry describes the value to enter.
    • To view the name of a property, select the help icon [Omitted image "help-icon.png"] Alt text:.
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