This guide is built for Admins and compliance leads managing your company’s onboarding with Secureframe. While our Getting Started article walks through the in-platform checklist, this article provides a more strategic, big-picture overview of the onboarding process — including team responsibilities, timelines, and what success looks like.

You’ll find everything from setup tips to final milestones, so you can confidently move toward audit readiness.

Onboarding Overview

Your onboarding journey generally happens in three key phases:

Phase 1: Account Setup & Access

• Accept your invite and sign in

• Complete your company profile

• Invite other Admins and key stakeholders

• Begin exploring your dashboard and onboarding checklist

Phase 2: Integrations, Frameworks & Program Setup

• Connect cloud, HR, device, and identity integrations

• Prioritize your compliance framework (e.g., SOC 2, ISO 27001)

• Assign test and control ownership

• Add policies, training, and background checks

• Start collecting automated evidence

Phase 3: Operationalizing & Audit Readiness

• Complete framework scoping and risk assessments

• Track test health and address failed items

• Connect an auditor and begin evidence sharing

• (Optional) Set up Trust Center and Knowledge Base

Admin Dashboard and Role Overview

Your Admin dashboard helps you track onboarding progress and monitor completion across key tasks. It displays test health, integration status, personnel activity, and any action items assigned to your team.

Secureframe supports multiple Admins, which can:

• Invite users and assign roles

• Connect integrations

• Assign test or control ownership

• Publish policies and initiate training

• Manage scope and readiness tasks

Key Milestones to Reach “Onboarded”

Your organization is typically considered fully onboarded when the following are complete:

Team Involvement and Best Practices

Successful onboarding typically requires input from multiple internal stakeholders. Below are common roles and their responsibilities:

Integration Strategy

Secureframe supports 300+ integrations across cloud platforms, identity providers, HR systems, device management tools, and endpoint protection software. These integrations are used for evidence collection and to streamline your compliance program.

Examples of integrations include:

• Cloud: AWS, Azure, GCP

• HR: Gusto, BambooHR, Rippling

• Identity: Okta, Google Workspace, Azure AD

• Device/Endpoint: Jamf, Kandji, CrowdStrike

• Vulnerability Management: Snyk, Qualys

You can connect integrations from the Integrations tab in your Secureframe dashboard. 

Policy Setup and Personnel Engagement

Once personnel are invited to the platform, Admins can categorize users (e.g., contractor vs. full-time), mark them in or out of scope, assign policies and training, and track completion.

You can:

• Assign personnel to Training & Policy related tasks

• Publish policies to individual users or groups

• Initiate background checks through supported vendors

• Track progress from the Personnel or Dashboard tabs

Frameworks, Tests, and Evidence

Secureframe maps each compliance framework into controls, tests, and evidence requirements. Tests are automatically passed or failed based on integration data and document uploads.

Admins can:

• Assign test and control ownership

• View control health (healthy, at risk, failing)

• Override test statuses with justification if needed

• Add or review control maturity

Optional Features

In addition to onboarding and audit readiness, Secureframe provides optional tools to streamline security operations:

Trust Center

• Branded security page for external sharing

• Upload certifications, policies, and documents

• Configure a custom domain and publish

Knowledge Base

• Upload and maintain answers to common security questionnaires

• Auto-fill future questionnaires with consistent, approved answers

Security Questionnaires

• Upload customer/vendor questionnaires

• Secureframe maps and fills in responses using your Knowledge Base

• Export and send a completed version

Timeline Expectations

The onboarding timeline varies by organization size and available resources. Below is a general estimate:

Many customers complete onboarding in 30 days with a dedicated Admin. Timelines may extend based on integration delays, policy review cycles, or control remediation needs.

Additional Resources

• Getting Started with Secureframe (Onboarding Checklist)

• Secureframe Academy (Video Series)

• Managing Personnel & Assigning Ownership

Need Help?

For questions or help accelerating your onboarding:

• Use in-platform chat support (available Monday–Friday)

• Reach out to your Customer Success Manager at success@secureframe.com

• Email support@secureframe.com

We’re here to support you through onboarding and beyond.