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The Quick Start Guide

Quick Start page presents a streamlined pathway for personnel to familiarize themselves with Drata’s interface and basic operation.

Ashley Hyman avatar
Written by Ashley Hyman
Updated over a week ago

The Quick Start Guide offers concise instructions to get started. It presents a streamlined pathway for personnel to familiarize themselves with Drata’s interface and basic operations. Designed for ease of comprehension, the guide facilitates a seamless onboarding experience, ensuring personnel can swiftly leverage Drata’s capabilities.

Prerequisites

Ensure you have an Admin role in Drata.

Quick Start page overview

You can always access the Quick Start page by selecting your name on the left navigation menu and selecting Quick Start (). If you did not complete the tasks on Quick Start page, it will also be on the left navigation menu.

Complete the following sections to complete the all of the tasks on the Quick Start page: Company info, Personnel foundations, Personnel compliance, Policy foundation, and Continuous compliance foundations.

The last section is called What’s next. This section shows additional features that Drata has to help save time and is recommended to be completed in the future.

Locked task

Some sections are locked. This means that a previous section must be completed before completing the current section. The requirement is displayed within the locked section.

Skipped task

Some sections are optional and can be skipped. The Quick Start page indicates the sections you have skipped. For example, the following section, assign roles to your team, is optional and has been skipped.

Completed task

Once you complete the tasks within each section of the Quick Start page, it is updated and indicates that the section has been completed. For example, the following image showcases when you have completed entering your company information.

Company info section

Select Enter details and you are redirected to the Company Info page.

The Company Info page provides an overview of your company and your products which can be used by your auditor or customers to understand what your company does and what you are offering and satisfy common compliance requirements. To learn more about the company info page, go to Company Information Fields FAQs.

After entering all the details on the Company Info page, this section is marked as completed.

Personnel foundations section

Within the Personnel foundations section, you have 4 sections to complete. Completing this section populates Drata with your personnel's information to ensure they remain compliant.

Set up your identity provider connection

Select Set up and you are redirected to the Connections page with the identity connection type filter enabled. The Connections page is where you can integrate with different providers or tools to manage your compliance more effectively. To learn more about our integrations, go to the Integrations help center.

Select and connect to the identity provider (IdP) to allow for compliance monitoring over your personnel. After setting up your IdP, this section is marked as completed.

Assign roles to your team (optional)

Select Assign roles and you are redirected to the Role Administration page. You can invite and assign different roles to your teammates. After inviting your teammates to different roles, this section is marked as completed. To learn more about roles in Drata, go to the Role Administration help center.

You can also select Skip for now to skip this section.

Set up your HRIS connection (optional)

Select Set up and you are redirected to the Connections page with the HRIS (Human Resource Information System) connection type filter enabled. Connecting your HRIS to Drata allows the application to identify your personnel who are in-scope for your audit period and whose access needs to be tracked at your organization.

After setting up your HRIS, this section is marked as completed. To learn more, go to Connect your HRIS to Drata.

You can also select Select Skip for now to skip this section.

Verify employment status of personnel

Note: If you did not connect your HRIS provider, you can manual add personnel.

Select Review Personnel and you are redirected to the Personnel page. You can review the employment status. To learn more, go to Confirm your personnel. To learn more about the Personnel page, go to Personnel Overview.

After you’ve verified your employment status on the Personnel page, select Mark complete to complete this section.

Personnel compliance section

Within the Personnel compliance section, you have 4 sections to complete. Completing this section to have your personnel security procedures ready in Drata.

Set up internal security settings

Select Set up and you are redirected to the Internal security page. You can set up your preferred workstation configuration monitoring, select the method you would like to conduct your training, and schedule when to reset your training. To learn more about each training, go to the following help article:

To learn more about the Internal Security page, go to the Internal Security help article.

Set up background checks

Select Set up and you are redirected to the Human Resource (HR) page. You can set up your background checks, automate offboarding evidence collection, and other HR related items. To learn more about the Human Resource page, go to the Human Resources help article.

After you’ve selected a background check option, this section is marked as complete.

Customize your personnel onboarding template

Select Open template and make a copy of the personnel invite email file. This is the sample of the contents you can include in your invitation email to your personnel. This email is sent out from your own email system. It is not sent by Drata. To learn more about the Human Resource page, go to the Human Resources help article.

After you’ve customized your personnel onboarding email, select Mark complete to complete this section.

Onboard your personnel to Drata

Note: If you prefer to create and upload your policies before inviting employees, so that your employees can acknowledge them, you can complete the next section, Policy foundations section, first. If you decide not to, you can prompt your employees to log back in once the policies are created or uploaded so that they can acknowledge them.

Note: Many companies prefer to complete their policies before inviting employees in the first time, so you can also move to step 3 prior to inviting them in, but do not have to do so. If you do not, you'd simply need to prompt them to log back in once the policies are completed to accept them.

After setting up your background checks and customizing the personnel onboarding template email, personnel can acknowledge the policies in the My Drata page.

You can verify the onboarding experience for your personnel in the My Drata page. Select your name in the left navigation and My Drata to go through the onboarding experience. To learn more about employee onboarding, go to Employee onboarding.

After you’ve onboarded your personnel to Drata, select Mark complete to complete this section.

Policy foundations section

Identify key personnel and set up your policies in Drata.

Identify key personnel

Select Set up and you are redirected to Key Personnel Info page where you can list the personnel with high-level responsibilities and reference them in policies if needed. To learn more, go to Key Personnel Info.

After listing the key personnel, this section is marked as completed.

Create or import policies

Select Open Policy Center and you are redirected to the Policy Center page. Policy Center helps you create, manage, version, and streamline your policy acceptance and tracking workflows. To learn more you can go to:

After creating or importing your policies, this section is marked as complete.

We also hold a monthly Policy Power Hour during which you can ask a former auditor specific questions you have about policies. Register here!

Continuous compliance foundations section

Within the Continuous compliance foundations section, you have 2 sections to complete. Complete this section to establish continuous compliance and automate manual tasks.

Set up infrastructure connection

Note: For SOC 2, most personnel select their auditor which will help determine which Trust Service Criterion is included in your audit before scoping their controls.

Select Set up and you are redirected to the Connections page with the infrastructure connection type filter enabled. Connect the infrastructure provider to Drata to automate evidence collection and monitor your security controls.

After setting up an infrastructure connection, this section is marked as complete.

Scope your requirements and assign control owners

Select Open Frameworks to review requirements and mark any that are out of scope. You can also review your controls and assign owners.

After you verified your employment status on the Personnel page, select Mark complete to complete this section.

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