Knowledge base

How to use RiskBee.

Guides for onboarding clients, running assessments, sending questionnaires, and everything in between. More articles land as we ship.

Getting started

How to onboard a new client

Walk through the three-step client wizard: client basics, activation and billing, and the company profile - plus how to invite client-side users.

5 min readRead guide
Assessments

How to send a security questionnaire to a vendor

Build a questionnaire in Questionnaire Studio, launch an assessment from a template, and see what the vendor experiences on their end.

6 min readRead guide
Risk scoring

How vendor risk and health scoring works

The difference between inherent risk at intake and the evidence-based health score, and how Security, Privacy and Compliance roll up into a grade.

7 min readRead guide
MSP workflow

Managing multiple clients from one account

How the client switcher, active workspace and per-client data scoping work when you run vendor risk for more than one client.

5 min readRead guide
Contracts

How to add a contract

Drop a PDF for AI extraction or enter one manually, review the extracted terms, and link it to a vendor.

5 min readRead guide
Contracts

Managing contract renewals

How the renewal command center groups every contract by urgency, and how to act on one before it lapses or auto-renews.

4 min readRead guide
Contracts

Tracking contract obligations

Turn the ongoing commitments buried in a contract - audit rights, breach windows, evidence renewals - into trackable to-dos.

4 min readRead guide
Contracts

Understanding contract spend

Total annual spend, spend by vendor and contract type, and a 12-month renewal cashflow view - built from the contracts you've already added.

3 min readRead guide
For MSSPs

Framework compliance mapping for MSSPs

How RiskBee's engines map to ISO 27001, SOC 2 Type II, DORA, CMMC 2.0 and NIST CSF 2.0 - and the vendor lifecycle behind it.

6 min readRead guide