> ## Documentation Index
> Fetch the complete documentation index at: https://docs.visotrust.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating the Platform

> A tour of the VISO TRUST interface: the relationships list, vendor directory, assessments view, risk advisories, insights dashboards, and settings.

VISO TRUST is organized around the main areas of your third-party risk program. Here's an overview of each section and what you'll find there.

## Main Navigation

The left sidebar gives you access to all primary sections of the platform.

### Relationships

Your vendor portfolio lives here. The Relationships page shows every third-party connection in your organization, along with their current risk scores, assessment status, and any active advisories.

From the Relationships page you can:

* Add new vendors individually or via bulk import
* Filter and search across your portfolio
* Access individual relationship detail pages

Each **relationship detail page** is the hub for a specific vendor — containing their risk profile, assessment history, artifacts, activity log, and more.

### Directory

The **Directory** is VISO TRUST's catalog of known third-party organizations. When you add a new relationship, you search here first. Directory entries include pre-populated company information that helps VISO TRUST build an instant risk profile faster.

### Assessments

The **Assessments** view shows all active and historical assessments across your portfolio. Use it to track status, follow up on outstanding collection requests, and review completed assessments in one place — without navigating into each relationship individually.

### Risk Insights

**Risk Insights** provides portfolio-level dashboards powered by Metabase. Use it to analyze risk distribution across your vendor base, track program metrics over time, and surface trends that inform strategic decisions.

<Note>
  Risk Insights is available to all roles — Admins, Program Managers, Contributors, and Viewers. Data may be scoped to the relationships each user can access.
</Note>

### Monitoring

The **Monitoring** section surfaces alerts for vendors in your portfolio — security incidents, breach notifications, certificate expirations, and more, across the **Risk Advisories** and **Vulnerabilities** tabs. Advisories are generated automatically as VISO TRUST monitors your vendors continuously.

### VISO Chat Agent

**VISO Chat Agent** is the AI assistant, available from the assistant button in the top navigation bar. Ask questions about your vendor portfolio, get summaries of assessment findings, or explore risk data in plain language.

### Trust

The **Trust** section contains tools for artifact and evidence management:

* **Artifact Intelligence** — AI-powered document analysis
* **Questionnaires** — create and manage questionnaires

### Settings

**Settings** covers everything at the organization level:

* User management and roles
* Organization profile and branding
* Risk model configuration
* Notification preferences
* Integrations and SSO
* Tags

***

## Key Pages at a Glance

| Where you're going                  | How to get there                                  |
| ----------------------------------- | ------------------------------------------------- |
| Add a new vendor                    | Third Parties → Relationships → Add relationship  |
| Check a vendor's risk score         | Third Parties → Relationships → select any vendor |
| See all active assessments          | Assessments (left nav)                            |
| Review an advisory                  | Monitoring (left nav)                             |
| Upload a document for AI analysis   | Relationship → Add information                    |
| Invite a team member                | Settings → Users → Add User                       |
| Configure your risk model           | Settings → Risk Model                             |
| Ask a question about your portfolio | VISO Chat Agent (top nav)                         |

***

<Tip>
  The search bar at the top of the platform searches across relationships and vendors. It's the fastest way to jump to a specific vendor.
</Tip>
