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Goal: Get audit-ready by completing these five areas in order.

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What to do

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Before you start: Invite your Admins. Make sure you have invited any of your teams as Admin’s into the app who will be working on your compliance. Open Inviting Admins

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  1. Integrations

    Connect prebuilt integrations with a couple of clicks to automatically mark off tasks.

    Open Integrations

  2. Evidence

    Evidence collection is categorized by department in this guide so you can delegate work efficiently. Requirements may include integrations, automations, and deliverables.

    Open Evidence

  3. Documents

    Complete all required documentation marked To-do in the Documents tab. We can run the penetration test for you.

    Open Documents

  4. People

    Add the rest of your employees in the People tab. Assign the Employee role, or Contractor if applicable. You can add people individually, via CSV, or through an identity provider integration.

    Open People

  5. Policies

    Publish policies: go to Overview → Quick Actions and click “Publish all policies.”

    Open Policies

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All done? Notify us in Slack so we can begin auditor engagement.

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