The Tiers Page
Settings → Tiers lists every tier your organization has configured, in order. Each tier shows:- Tier name
- Description — the criteria your team uses to decide what belongs in this tier
- Relationship count — how many relationships are currently assigned to the tier; select the count to open the Relationships list filtered to that tier
Setting Up Tiers
From Settings → Tiers, select Manage tiers:1
Choose how many tiers your program uses
Pick a number from 0 to 5. Tiers are created in order — selecting 3 gives you Tier 1, Tier 2, and Tier 3.
2
Describe each tier
Add a short description for each tier explaining what belongs in it. Descriptions appear on the Tiers page and in the tier picker when someone assigns a relationship, so they help your team choose consistently.
3
Save changes
Select Save changes to apply the new tier structure.
Assigning Relationships to a Tier
A relationship is Unassigned until you put it in a tier. There are four ways to assign one:- When creating a relationship — set the optional Tier field in the Add Relationship form
- On an existing relationship — open the Relationship configuration dialog (gear icon) and select a tier under Tier; the picker shows each tier’s description
- In bulk — select relationships on the Relationships list page and use the Move tier action (Admin only)
- Via bulk import — include a
Tiercolumn with a value of 1–5 in your CSV (see Bulk Import)
If no tiers are configured, the Move tier bulk action is disabled. Create tiers in Settings → Tiers first.
Where Tiers Show Up
Once relationships are tiered, the tier is available across the platform:- Relationships list — filter the portfolio by tier, and save that filter for one-click reuse
- Risk Insights — the Relationships by Tier metric breaks your portfolio down by tier
- Risk advisories — filter by tier when choosing which vendors receive a response request
- VISO Chat — ask questions scoped to a tier, such as “Tier 1 vendors”
Tiers vs. Tags vs. Business Units
A relationship belongs to at most one tier, can carry many tags, and rolls up to one business unit.