Customers of the UpGuard CyberRisk platform can collaborate with their vendors to gain a deeper understanding of their security posture through an attestation. Steps for completing an attestation from a vendor's perspective are shown below.
You will receive an email inviting you to access the CyberRisk platform to complete the attestation.
Click "Complete questionnaire" on the email to gain access to the platform and setup an initial password.
Once you have received access to the CyberRisk platform, all open attestations will be listed under the "Attestations" section of the tool. Simply click on an attestation to begin.
Once you have selected an attestation to work on, the following screen will appear. To get started, select "Actions" followed by "Answer questionnaire."
The following screen will appear, which is where you can start adding your answers. You will have the option to either "Save and close", which will allow you to save your progress and return later, or "Submit" to send the results directly back to the customer requesting this information.
Once the "Submit" button has been selected you will see the following screen confirming the submission with one final "Submit" button.
Once the attestation has been submitted you will see the status change to "Submitted."
If you would like to amend a response once the attestation has been submitted, you can select "Actions" followed by "Update answers" as shown below.
If at any point during the process you need to send a message back to the customer, you can navigate to the "Correspondence" section. The customer sending the attestation will also be able to send messages to you.
Finally, once the attestation has been completed, you will be able to download a copy via the Export function:
How to Collaborate to Complete a Questionnaire
You can invite colleagues to help complete a questionnaire by clicking the + button and selecting "Share with another user." This will bring up an interface to enter your colleague’s email address and modify a short message that can be sent with the invite. If the user has never logged into CyberRisk before, they will be prompted to register.
Once the vendor has submitted their information, you can review the attestation. You can monitor the progress of your questionnaire and optionally correspond with the recipient of the questionnaire via the Questionnaires page.