Quick Start (Non-Technical)

Get InsiderShield working in a few steps. This guide is for admins who are setting up the account for their organization.

Step 1: Create Your Account

1. Sign up in the app.
2. Verify your email.
3. Create your organization when prompted.
4. Select your compliance framework (SOC 2 or NIST CSF).

Step 2: Invite Your Team (Optional)

1. Go to Dashboard -> Settings -> Team.
2. Click Invite Member.
3. Enter their email and choose a role.

Step 3: Connect Integrations

1. Go to Dashboard -> Integrations.
2. Connect the tools your company uses.
3. Click Sync Now after each connection.

Step 4: Review Findings

1. Go to Dashboard -> Findings.
2. Open any critical or high findings first.
3. Follow the recommended fix in each finding.

Step 5: Policies

1. Go to Dashboard -> Policies.
2. Upload existing policies or generate with AI (paid plans).
3. Ensure required policies for your framework are approved.

Step 6: Track Progress

• Use the Controls page to track which security controls are implemented.
• Use Reports to share your progress with leadership.

If You Get Stuck

• Check the Integrations guide.
• Ask your IT or security admin to help approve access.
• Contact support if you cannot connect.