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◯ Getting Started Guide

First Governance Workflow
in 30 Minutes.

Follow these 9 steps to go from a blank workspace to a scored vendor, a compliance framework, and your first Trust Score™. No prior GRC experience required.

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01

Understand the Platform

3 min
Goal: Know what AUDT does before you touch it.

AUDT is an AI-Native Trust, Risk & Compliance Platform — a Governance OS. It connects vendor governance, compliance management, risk management, audit management, and continuous monitoring into a single platform with one shared AI layer. The central output is the Org Trust Score™ — a live 0–100 measure of your organisation's overall governance posture.

Steps
1Read the Platform Overview at /platform
2Understand the 5 Org Trust Score™ components: Vendor Trust (25%), Risk Posture (25%), Control Health (20%), Audit Readiness (15%), Compliance Coverage (15%)
3Bookmark your dashboard at /dashboard — this is your command center
The dashboard shows your Org Trust Score™ ring, open risks, compliance readiness, and governance alerts at a glance.
02

Create Your Organisation

2 min
Goal: Set up your workspace with correct metadata.

Your organisation record is the tenant boundary in AUDT. Industry type and company size affect default vendor templates and compliance framework recommendations. Set these accurately — they influence how the platform behaves.

Steps
1Sign up at /signup — 3-step onboarding wizard launches automatically
2Step 1: Enter organisation name, industry, and company size
3Step 2: Select your governance goals (6 options — these customise your dashboard)
4Step 3: Invite first team members (optional at this stage)
Industry = SaaS/Fintech/Healthcare/Manufacturing/IT Services. Company size affects default vendor checklist complexity.
03

Invite Your Team

5 min
Goal: Assign the right roles to the right people.

AUDT has 7 governance roles. Each role controls what a user can create, edit, and view across all 32 modules. Get this right before importing data — it determines who can approve evidence, manage vendors, and configure the platform.

Steps
1Go to /settings/team → Invite Member
2Owner: full access — you (the account creator)
3Admin: full access except ownership transfer
4Compliance Manager: compliance, evidence, policies, frameworks
5Security Manager: security assessments, controls, risk
6Procurement Manager: vendors, contracts, vendor portal
7Member: read + limited create
8Viewer: read-only across all modules
For a small team: Owner + 1 Compliance Manager + 1 Security Manager covers 90% of workflows.
04

Add Your First Vendor

5 min
Goal: Create a vendor record and start the governance lifecycle.

The vendor is the central entity in AUDT. Every risk, evidence item, control, contract, and assessment connects to a vendor. Start with your highest-risk or most strategic vendor.

Steps
1Go to /vendors → New Vendor
2Enter: name, website, category (SaaS/Cloud/IT Services/etc.), risk level, country, owner
3Assign a Vendor Type (template) — this pre-populates required document checklists
4Save — vendor is now in 'active' status and appears in the Vendor Hub™
Vendor Types are templates that define which documents are required vs. optional for each vendor category. Set them up at /settings → Vendor Types.
05

Upload Evidence

5 min
Goal: Collect the first piece of compliance evidence.

Evidence is how AUDT proves governance. It covers vendor documents (SOC 2 reports, ISO certificates, DPAs), security assessments, periodic reviews, and compliance policies. Evidence maps to controls — and controls determine your framework readiness scores.

Steps
1Option A: Go to vendor detail → Documents tab → Upload document — this creates vendor evidence automatically
2Option B: Go to /compliance/evidence → New Evidence to create evidence manually
3After upload: AUDT AI extracts 10 fields — issuer, validity dates, certification body, scope, etc.
4Map evidence to controls: Evidence detail → Map to Control
Use 'Auto-Import from Vendors' at /compliance/evidence to pull all approved vendor documents into compliance evidence in one click.
06

Run a Security Assessment

10 min
Goal: Score your vendor's security posture.

AUDT includes a 17-question security assessment covering access control, data handling, incident response, encryption, and more. The assessment score feeds directly into the vendor's Trust Score™ (15% weight). A score ≥ 60 is required for vendor approval.

Steps
1Go to vendor detail → Assessment tab → Launch Assessment
2Answer 17 questions: yes/no/partial/na — each maps to a risk category
3Score is computed automatically (0–100)
4Review the assessment summary — AUDT AI generates a risk narrative
5Score appears as a component in the vendor's Trust Score™
Send the assessment to the vendor: the Vendor Portal (magic link at vendor detail → Portal tab) lets vendors complete assessments without an AUDT account.
07

Select a Compliance Framework

5 min
Goal: Begin tracking readiness against an industry standard.

AUDT ships with 174 pre-built controls across ISO 27001 (93), SOC 2 (33), DPDP (18), PCI DSS (12), and HIPAA (18). Add a framework, and AUDT immediately shows your current readiness score based on evidence already collected.

Steps
1Go to /compliance/frameworks → New Framework
2Choose from: ISO 27001, SOC 2, DPDP, PCI DSS, HIPAA
3AUDT loads all controls automatically — no manual setup required
4Readiness score appears instantly: covered controls ÷ total controls
5Run Gap Analysis at /compliance/gaps to see exactly what's missing
Start with whichever framework your customers or auditors ask about most. DPDP is mandatory for Indian businesses handling personal data.
08

Review Your Trust Score™

3 min
Goal: See your vendor's governance posture as a single number.

The Vendor Trust Score™ is a 0–100 governance signal computed from 7 components: Evidence (20%), Risk (20%), Compliance (15%), Assessment (15%), Contract (10%), Operational (10%), Freshness (10%). It updates on every meaningful change. A score ≥ 90 = Trusted.

Steps
1Go to vendor detail → Trust Score tab
2Review the 7-component breakdown bars — each shows its contribution
3Read the AI narrative — AUDT Governance Copilot™ explains what's driving the score
4See Strengths and Concerns — prioritised actions to improve the score
5Click 'Recalculate' to force a fresh score computation
The Org Trust Score™ at /trust-intelligence aggregates all vendor scores plus your risk, control, audit, and compliance posture into one executive number.
09

Generate Your First Report

2 min
Goal: Share governance evidence with stakeholders.

AUDT generates board-ready PDF reports and CSV exports across every module. The Compliance Executive PDF includes an AI-narrated summary suitable for board presentations. Vendor assessment PDFs are useful for procurement reviews.

Steps
1Vendor reports: vendor detail → 'Audit Package' or 'Executive Report' buttons
2Compliance reports: /compliance/reports → Framework PDF or Executive PDF
3AI Executive Summary: /trust-intelligence/executive → generate summary (cached 24h)
4Benchmark report: /benchmarking/ai → AI Benchmark Analyst™
5All reports are timestamped and archived in AUDT for audit evidence
The Executive PDF at /compliance/reports/executive includes an AI-written narrative — paste this directly into board slide notes.

You have a working governance program.

One vendor. One framework. One Trust Score™. This is the foundation. Everything else builds on top.

What to do next

Automate with TOE
Set up workflows at /operations to automate vendor onboarding, evidence collection, and risk escalation.
🤖
Deploy Governance Agents
Activate AI agents at /agents to continuously monitor your vendor portfolio and surface governance signals.
📊
Configure Benchmarking
See how your governance posture compares to industry peers at /benchmarking.
🏆
Get Verified
Apply for AUDT Verified™ certification at /trust-verification once your Trust Score exceeds 80.
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