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| 1 | +--- |
| 2 | +sidebar_position: 2 |
| 3 | +sidebar_label: Quickstart Guide |
| 4 | +title: Quickstart Guide - Getting Started with Openlane |
| 5 | +description: Open-source compliance automation platform for managing security, risk, and regulatory requirements. Streamline SOC 2, ISO 27001, NIST, GDPR, and HIPAA compliance. |
| 6 | +--- |
| 7 | + |
| 8 | +You made it to Openlane! |
| 9 | +If you’ve just started your trial, the fastest way to understand the platform is to build something real. |
| 10 | + |
| 11 | +This guide walks you through the first few steps to get your environment set up and your compliance program taking shape. |
| 12 | + |
| 13 | + |
| 14 | +## 1. Set Up Your Organization |
| 15 | + |
| 16 | +Start by configuring how your team will access Openlane. |
| 17 | + |
| 18 | +**Navigate to:** `Organization settings` |
| 19 | + |
| 20 | +### What to do: |
| 21 | +- In `Authentication`, add your **allowed email domains** |
| 22 | + - Example: `yourcompany.ai` |
| 23 | + - Include domains for any **fractional support** (consultants, VCISOs) if applicable |
| 24 | +- Choose whether to **allow auto-join** |
| 25 | + - Enabled → anyone with an approved domain can join automatically |
| 26 | + - Disabled → users must be invited manually |
| 27 | + |
| 28 | +:::tip |
| 29 | +If you're working with a fractional CISO or consultant, adding their domain upfront makes collaboration much smoother. |
| 30 | +::: |
| 31 | + |
| 32 | +## 2. Invite Your Team |
| 33 | + |
| 34 | +Compliance is a team sport. Bring in the people who are helping you build and manage your program. |
| 35 | + |
| 36 | +**Navigate to:** `User Management` |
| 37 | + |
| 38 | +### What to do: |
| 39 | +- Invite teammates across: |
| 40 | + - Engineering |
| 41 | + - Security / IT |
| 42 | + - HR / People Ops |
| 43 | + - Leadership |
| 44 | +- Assign roles as needed |
| 45 | + |
| 46 | +:::tip |
| 47 | +**No per-user fees.** |
| 48 | +Invite your whole team — not just a “compliance owner.” The best programs reflect how your organization actually operates, so we don't charge you more for building your program the right way and growing your business. |
| 49 | +::: |
| 50 | + |
| 51 | +## 3. Add a Standard |
| 52 | + |
| 53 | +Next, define what you're working toward. |
| 54 | + |
| 55 | +**Navigate to:** `Standards Catalog` |
| 56 | + |
| 57 | +### What to do: |
| 58 | +- Click `Details` and select a relevant domain. For SOC 2, these are the Trust Services Criteria (remember, Security is the only required TSC) |
| 59 | +- Select and enable a framework: |
| 60 | + - SOC 2 |
| 61 | + - ISO 27001 |
| 62 | + - HIPAA |
| 63 | + - ISO 42001 |
| 64 | +- You can enable **multiple frameworks** without duplicating work. |
| 65 | + |
| 66 | +:::tip**Openlane is made to support your success.** |
| 67 | +Turn on only what you need now and expand later without starting over. |
| 68 | +::: |
| 69 | + |
| 70 | +## 4. Upload Controls |
| 71 | + |
| 72 | +Controls are the backbone of your program. They define how you actually meet requirements. |
| 73 | + |
| 74 | +Full guide: |
| 75 | +https://docs.theopenlane.io/docs/platform/compliance-management/onboarding/controls |
| 76 | + |
| 77 | +### What to do: |
| 78 | +- Create or import controls that reflect your **real processes** |
| 79 | +- Map them to your selected framework(s) |
| 80 | + |
| 81 | +:::tip**Don’t over-engineer this.** |
| 82 | +Your selected auditor will likely provide "suggested controls", which can help you get started. |
| 83 | +::: |
| 84 | + |
| 85 | +## 5. Upload Policies |
| 86 | + |
| 87 | +Policies define intent. Controls prove execution. |
| 88 | + |
| 89 | +Full guide: |
| 90 | +https://docs.theopenlane.io/docs/platform/compliance-management/onboarding/policies |
| 91 | + |
| 92 | +### What to do: |
| 93 | +- Upload existing policies (if you have them) |
| 94 | +- Or generate new ones using Openlane's integrated AI |
| 95 | +- Link policies to relevant controls |
| 96 | + |
| 97 | +:::tip**Policies don’t need to be perfect on day one.** |
| 98 | +They should evolve alongside your program. |
| 99 | +::: |
| 100 | + |
| 101 | + |
| 102 | +## What’s Next: Start Customizing |
| 103 | + |
| 104 | +Now that you have the foundation: |
| 105 | + |
| 106 | +- Refine controls to match how your team actually works |
| 107 | +- Upload real evidence from your existing tools |
| 108 | +- Assign ownership across your team |
| 109 | + |
| 110 | +### Explore next: |
| 111 | +- **Registry** → Track assets, vendors, and personnel |
| 112 | +- **Exposure** → Manage vulnerabilities, findings, and remediations |
| 113 | + |
| 114 | + |
| 115 | +## Want Help? |
| 116 | + |
| 117 | +If you want to go faster, we’ll build it with you. |
| 118 | + |
| 119 | +**Book time:** https://calendly.com/kwaters-theopenlane |
| 120 | + |
| 121 | +_No slides. No sales pitch. Just direct access to our experience._ |
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