- Trustero Support
- Trustero User Guide
- Quick Start Details
-
Trustero User Guide
-
The Why Behind the Phases: Big-Picture Strategy
-
Phase 1: Define Audit Scope & Risk Profile
-
Phase 2: Formalize Policies & Supporting Documents
-
Phase 3: Operationalize Controls
- Control Owners: Responsibilities & Evidence Gathering
- Executive Leadership: Oversight & Key Metrics
- People Team: HR Controls & Employee Management
- Asset Management: Protect & Track Company Devices
- Identity & Access Management: User Security & Reviews
- Secure Configurations: Hardening & Technology Setup
- Threat & Vulnerability Management: Monitoring & Response
-
Phase 4: Leverage Trustero AI
-
Phase 5: During the Audit
-
Phase 6: Stay Audit-Ready & Risk Aware
Completing Scope & Company Info Pages
Defining the boundaries of your GRC program
The Scope and Company Info pages (located under Home) serve as the trusted source outlining the boundaries of your GRC program. Completing these sections ensures alignment across key stakeholders and enables Trustero AI to conduct specific control operating effectiveness checks and tailor corrective actions.
Scope Page
- Access the Scope page directly from the Dashboard if incomplete (banner prompt at the top).
- Enter details (company name, address, website, size) about your organization.
- Define key infrastructure, including primary systems, laptops and devices, everyday systems, HR tools, and security and monitoring tools.
Company Info Page
- Update your account name, if needed.
- Verify frameworks selected (e.g., SOC 2, ISO 27001, HIPAA).
- Enter company background and upload relevant organizational details.
By completing these pages, you establish a strong GRC foundation and enable AI-driven enhancements for risk management and compliance monitoring.
Experience a demo of these instructions: