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Security Profile: Control Templates


Pre-built (default) control templates

UpGuard’s team of cybersecurity experts has created four pre-built default control templates. The templates pull from a library of 500+ checks and each template is designed for a vendor tier (e.g. the higher the vendor tier, the more comprehensive the default control template).

Because our pre-built default control templates were specially crafted to align with specific scopes, they cannot be edited. However, you can:

  • update a tier’s assigned template
  • duplicate a template and then make edits on the duplicate
  • create a new template from scratch using the existing check library
Pre-built default template Tier default
Elevated controls Tier 1
Core controls Tier 2
Lite controls Tier 3
Attack surface controls  Tier 4, 5

Duplicate an existing template

  1. Click the Settings icon in UpGuard's top-right corner.
  2. Click Control Templates from the left navigation.
  3. Click the duplicate template icon (offset squares) on the row corresponding with the template you want to duplicate.
  4. Update the template's name and description.
  5. Select a tier default (optional). Vendors in the specified tier will automatically switch to the new template when its published.
  6. Click Next.
  7. Use toggles to update the domains, controls, or checks you want included on this template.
  8. Click Next.
  9. Review your template configuration.
  10. Click Save Template.
  11. Click Publish Template.

Your template is now available. If tiers are assigned to the template, any vendors in those tiers are automatically switched to this template (unless excluded from automatic template updates). The template can now also be manually applied to vendors.

Create a new control template from scratch

  1. Click the Settings icon in UpGuard's top-right corner.
  2. Click Control Templates from the left navigation.
  3. Click + Create new template.
  4. Add a name and description for your template.
  5. Select a tier default (optional). Vendors in the specified tier will automatically switch to the new template when its published.
  6. Click Next.
  7. Use toggles to update the domains, controls, or checks you want included on this template.
  8. Click Next.
  9. Review your template configuration.
  10. Click Save Template.
  11. Click Publish Template.

Your template is now available. If tiers are assigned to the template, any vendors in those tiers are automatically switched to this template (unless excluded from automatic template updates). The template can now also be manually applied to vendors.

Disable (or enable) a template

  1. Click the Settings icon in UpGuard's top-right corner.
  2. Click Control Templates from the left navigation.
  3. Click the enabled toggle on the row corresponding with the template you want to disable (or enable).

If disabling a template: Click Disable. Your template is now disabled and no longer available to apply to any vendor. Any vendors that were previously using this control template will switch to the Attack surface controls template. 

If enabling a template: Your template is now available. If tiers are assigned to the template, any vendors in those tiers are automatically switched to this template (unless excluded from automatic template updates). The template can now also be manually applied to vendors.

Delete a template

  1. Click the Settings icon in UpGuard's top-right corner.
  2. Click Control Templates from the left navigation.
  3. Click the three vertical dots on the row corresponding with the template you want to delete.
  4. Click Delete.
  5. Select Delete again to confirm your choice.
The template is now deleted and no longer available to apply to any vendor. Any vendors that were previously using this control template will switch to the Attack surface controls template.