Start here: what you can do

Trusply is organized around the actions teams do most often. Each guide explains where to go in the app, which buttons to use, and what to fill in.

• Get productive fast → Getting started
• Understand org context & roles → Organization & permissions
• Manage your supplier list → Suppliers
• Classify suppliers and set risk policy → Categories
• Build dynamic audiences → Segments
• Send communications → Campaigns
• Work through replies → Inbox
• Analyze patterns → Analysis
• Track products & spend → Products & Spend
• Invite your team → Members
• Import data → Import
• Configure org settings → Settings and Settings: Risk levels

Before you begin

• Sign in and select your organization.
• Your role determines what you can do:
  • Viewer: read-only everywhere.
  • Writer: can create and edit within the org.
  • Admin: can manage settings (risk levels) and everything else.

Tip: Use the global search at the top of the dashboard to quickly find suppliers, categories, segments, or campaigns (type at least 2 characters).

Typical workflows (at a glance)

1. Define your risk levels (Admin)
2. Create categories and assign a base risk
3. Add suppliers with a primary category and country
4. Add country-specific risk rules where needed
5. Build a segment and preview recipients
6. Create a campaign, edit content, preview, then launch incrementally
7. Handle replies in Inbox (mark read/unread, reply, view supplier details)
8. Explore Analysis for risk and geography trends

Each step is detailed in the guides linked above.

How supplier risk shows up

• Suppliers display a risk badge based on your category baseline and any applicable country rules.
• This helps you filter and prioritize in lists and segments.