Report, automate processes, and set up notifications
This guide discusses functionality from across product tiers and may reference functionality not available on your account.Step 1: Report
Find the reports relevant to your team and have them automatically delivered at a set cadence. Three reports we suggest:
- Board summary report: combines Breach Risk and Vendor Risk insights to give board members a general understanding of your security posture.
- Executive summary report: gives executives a birds eye view of your current vendor landscape and how risk is distributed.
- Vendor summary report: a per-vendor report when you need a drilled-down look into one particular vendor.
Step 2: Automate
Adding vendor details: create automations that leverage vendor relationship questionnaire answers to automatically apply tiers, labels, portfolios and custom attributes.
Step 3: Set up notifications
Admins can create custom notifications for their users. Each user turns on the notifications they want. A few notifications we recommend:
- Incidents and news related to specific industries (e.g., portfolios).
- A vendor’s score drops below a key threshold.
- A vendor’s score drops below the accepted level for their tier.
- A drop of ‘x’ points for any vendor in a given day.
Step 4: Integrations
Use our pre-built integrations to connect UpGuard to where your team works (or vice versa).