UpGuard Evaluation Guide

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!
Step 2 Take action from insight

Step 3 Proactively share your security posture

  • 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

  • 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

Step 6 Explore our questionnaires

  • 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

  • Upload documents through the Additional Evidence portal to take into consideration external security information

  • 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

  • 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

Step 10 Share information with your colleagues

  • Visit the reporting hub and easily generate shareable reports

  • 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.