UpGuard Evaluation Guide

How to get the most out of your UpGuard trial

Written by David Cook

Step 1 Review & analyze your security posture

• Review your identified risks in your Risk Profile

• Kick off a Remediation Request or apply a Risk Waiver

• Use our rescan button to see how quickly you can get an updated score

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

• Monitor any organization of your choosing in Vendors

• Use labels and tiers to categorize your vendors to filter different views

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

• Review your Notifications & see your options of how you can manage your notifications (top right on the Home page)

• 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

• 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.