How to get the most out of your UpGuard trial
Written by David Cook
Step 1 Review & analyze your security posture
- Check out your Executive Summary that shows your security posture, trends & improvements over time. You can export this as a high-level report!
- Review your identified risks in your Risk Profile
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Kick off a Remediation Request or apply a Risk Waiver
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Use our rescan button to see how quickly you can get an updated score
Step 3 Proactively share your security posture
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Create a Trust Page to publish your security posture and related documentation so that it can be shared with your customers
⭐️ Tip: Even after your trial expires, you'll still have access to your Trust Page
Step 4 Look for exposed credentials or other sensitive information on the Deep, Dark, and Open Web
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Check out Data Leaks to get a feel for how UpGuard analysts can help you understand where your organization's data may be exposed on the internet.
⭐️ Tip: Don't be concerned by any findings labeled "EXAMPLE" as these are sample findings that have been populated in the platform to highlight how we communicate findings.
Vendor Risk
Step 5 Add and classify your vendors
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Monitor any organization of your choosing in Vendors
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Use labels and tiers to categorize your vendors to filter different views
Step 6 Explore our questionnaires
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View our Questionnaire Library & send a test Questionnaire to get a feel for the workflow
⭐️ Tip: Send a questionnaire to your personal email or an alternative email address, to see exactly what a questionnaire recipient sees!
Step 7 Upload and analyze security documentation for your vendors
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Upload documents through the Additional Evidence portal to take into consideration external security information
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Track document expiration dates, leave commentary around your findings and create custom risks related to any gaps you identify
Step 8 Publish a final report highlighting the overall risk of your vendor
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Create a Risk Assessment of your vendor to pull all of the work you've completed into one final report
Notifications & Reporting
Step 9 Customize your notifications
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Review your Notifications & see your options of how you can manage your notifications (top right on the Home page)
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Configure custom notifications to get notified on what matters to you
⭐️ Tip: UpGuard can be integrated with other solutions, providing you greater visibility across your risks
Step 10 Share information with your colleagues
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Visit the reporting hub and easily generate shareable reports
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Set up a cadenced report through recurring reports and create data digests that support your work
⭐️ Tip: You can export any of the features you’ve just explored - look for that export button in the top right corner!
If you have any questions, need help, or would like a walkthrough of any of these steps, please reach out to your dedicated Product Activation Specialist or Account Executive.