This guide discusses functionality from across product tiers and may reference functionality not available on all accounts.
Step 1: Create your account
Create your UpGuard Vendor Risk account.
Your account manager will help you with this.
Step 2: Add branding
Add your logo so it appears alongside UpGuards on questionnaires, emails, and/or reports.
Step 3: Prep your team
Let your team know that you’re implementing a new software. Share why you’re making a change and what might be different (and better!) for them now. If they’ll be expected to follow a new process: tell them that a change is coming and that more details will follow.
Share new processes and expectations with your team as you have them. As you switch to working in UpGuard, you’ll identify places where a process might be different than what you did before. That’s good! But change can be difficult. Let your team know what they’re expected to do and what they can expect in return as things change.
Step 4: Get your team onboard
- Invite users. Invite anyone who will be monitoring vendors by monitoring risks, running assessments, or sending questionnaires.
- Set up SSO. We strongly recommend setting up SSO for any teams that currently have SSO in place for other systems.