Learn how to get set up for success in the UpGuard platform.
Written by Andie RyanOnce you've gained access to the UpGuard platform, take some time to set up your instance and ensure that you have everything you need.
Configure Notifications
You can manage your standard notifications in Notifications > Manage Notifications in the platform. Here, you can choose which notifications to receive for your account and how (email or in-app). You can only configure the notifications for your own account - your teammates will need to configure their own notifications.
Set custom notifications
UpGuard Account Admins can also add custom notifications, which are then available to all users in their instance. You can set these up by navigating to Account Settings > Notifications. Learn more about notifications in UpGuard.
Invite users
If you are an Account Admin, you can invite users to your UpGuard instance in Account Settings > Invite User. Learn more about how to invite users to the UpGuard platform.
Add custom branding
If your plan includes custom branding, Account Admins can also set this up so that your company logo can appear on your security questionnaires, emails, and vendor report. Learn how to add custom branding.
Set up integrations
Account Admins can set up integrations to notify your other applications when an event happens in your UpGuard instance. Learn how to set up integrations, or read more about UpGuard's API capabilities.
Set up SSO
UpGuard supports a number of SSO options - learn more about them here. If your plan includes SSO, to start setting it up sign in to UpGuard and reach out to us via the messenger on the bottom right.
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