Knowledge Base

Set up your account, invite team members, and configure your first assessment

• Creating Your Organization Account
• Inviting Team Members and Assigning Roles
• Starting Your First Assessment
• Understanding the Dashboard

Upload, organize, and manage compliance evidence across frameworks

• Uploading Evidence Documents
• Linking Evidence to Requirements
• Evidence Review Workflow for QSAs
• Managing Evidence Versions

Framework-specific guidance for PCI DSS, ISO 27001, SOC 2, and more

• PCI DSS 4.0.1 Assessment Guide
• ISO 27001 Control Mapping
• SOC 2 Trust Service Criteria
• Cross-Framework Mapping Explained

Identify compliance gaps and get AI-powered remediation guidance

• Running a Gap Analysis
• Understanding Gap Severity Levels
• Using AI Remediation Suggestions
• Creating Remediation Plans

Create professional network diagrams for PCI DSS and security documentation

• Creating Your First Network Diagram
• CDE Scope Documentation
• Data Flow Diagrams
• Exporting Diagrams for Reports

Manage client relationships, team access, and collaboration

• Setting Up Client Organizations
• Managing User Permissions
• Client Portal Overview
• Collaboration Best Practices