Welcome to Secureframe! In this article, we will walk through the initial tasks you would see when logging into Secureframe for the first time.
Signing in for the first time
- Upon signing in, you will see the initial Secureframe greeting and some best practices on setting up your account. Select Get Started once you are ready to move forward
- The first step in setting up your Secureframe account is filling out your company profile with your organizations details, such as: Company name, founded year, domain, address and logo. After completion click Next
- In Step 2, you can being to start connecting your core integrations such as your Human Resource Service and/or Business Suite integration. This is just the starting point and you can always connect to more later. Once you are finished click Go to Secureframe to unlock the dashboard
Secureframe "Monitoring" Dashboard
Once the initial onboarding is complete, you will now see the Secureframe Monitoring view. The left side bar contains the navigation to different areas in the platform. At the very bottom you will see the Get Started view. Here you will be able to view all your Onboarding tasks grouped in smaller sections
Let's start with the basics
Click Go to Company Settings to finish setting up your company profile. Read more on this by visiting our Company Details help center article
Your Customer Success Manager is a great resource for additional information. If you're not sure who that is, please reach out to the Customer Experience team at support@secureframe.com and we'll get you connected
Configure your integrations
Next you will continue to add the services you use such as your Cloud Service Provider and Mobile Device Management. Click Go to Integrations to find and connect to these services.
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- If you would like to read more on our integrations, please visit our Integration section in our help center.
Kickstart your compliance program
In this section, you will add vendors to Secureframe and populate the Risk Register with any identified risks. For more information on Vendor Management, please visit our help center's dedicated section. If you need assistance with the Risk Questionnaire, you can find more details here.
If you haven't selected an auditor yet, we recommend reaching out to your Customer Success Manager (CSM) for further guidance. For additional information on Penetration Testing, please refer to the Managing Compliance section in our help center.
Keep your account secure
In this section, you will connect your security solutions to enhance your security posture. For more information on these integrations, please visit our help center's Integrations section.
If you need assistance with assigning an Information Security Manager, you can find more details here.
Grow customer confidence with Secureframe Trust
Enhance your security posture with Secureframe Trust Center, Questionnaires, and Knowledge Base. Click 'Learn more' to visit our Secureframe Trust page. For additional information on Secureframe Trust, please refer to our help center page.
Completing the onboarding process can be overwhelming with a lot of information to absorb. Don't worry, we're here to support you every step of the way! If you have any specific questions or need clarification on any topic, feel free to reach out to our support team (support@secureframe.com) or your Customer Success Manager (CSM). They are available to assist you and ensure a smooth transition into your new role.
Don't hesitate to ask for help – we're here to make your onboarding experience a success!
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