Table of Contents
- Dashboard
- Assess
- Trust Center
- Compliance
- Resources
- Settings
- User Profile
Summary
Whistic's main navigation uses a top dropdown menu to organize features and make them easier to discover.
📊 Dashboard
Let's get started with the Dashboard! We can divide the Dashboard in to the following areas:
- Highlights and Quick Links - Get a snapshot of key activities for both Assess and Trust Center
- Executive Dashboards - Located at the top, under individual tabs, these dashboards provide out-of the box charts of your products and usage.
- Task Lists - Go here to get stuff done. View all your tasks in the combined 'All Tasks' view, or broken down into the individual task types, such as Assigned to Me or Assessments Requiring my Approval
✅ Assess
Moving on to the Assess dropdown! Here, you'll find all the Assess features, including some quick actions.
- Start Assessment - A quick action button right at the top. Go here to start an assessment for new or existing vendors.
- Vendors - Where all your vendor records live. Go here to view and work on your vendors.
- Trust Center Exchange - Access all the Trust Centers that have been published for use in your assessments.
- Issues - Find and create vendor issues.
- Questionnaires - Manage the questionnaires you use for assessments.
- Assess Settings - Build and refine your Assessment program with Scoring, Custom Intake Forms, and Program Automation.
🔒 Trust Center
Up next, Trust Center! Go here for all your Trust Center content, including:
- Share Trust Center - A quick action to jump straight to sharing your Trust Center.
- Shares - View and manage all your Trust Center Shares.
- Knowledge Base - Manage your security documentation and access smart Response.
- Trust Center Exchange - View your Trust Center on the Exchange.
- Smart Search History - Manage the history of AI searches completed on your Trust Center.
- Self-Assessments - Manage and complete questionnaires to add to your Trust Center.
- Trust Center Settings - Fine tune your Trust Center with NDAs, Custom URLs, Share Controls and more.
Compliance
Compliance gives your security and compliance team one place to define the controls you enforce, test that they're working, and house the evidence that proves it — all with a complete, timestamped history over time.
- Prove Controls - Rather than simply documenting that controls exist, you can prove it.
- Store Credentials - Add credentials so Whistic's AI can navigate secured platforms and capture evidence on a set schedule, automatically storing results over time. Run tests manually or let the agent do the work — every result is logged with a full history your auditors can review at any time.
- History - Logged, timestamped evidence on each manual and browser AI test
- Audit Ready, Always - Whether you're preparing for a review or maintaining ongoing compliance, Compliance keeps your program organized and audit-ready.
📚 Resources
Enhance your Whistic use with these helpful tools:
- Reporting - In-depth, customizable queries that can also be saved and exported.
- Plan Overview - Get an accurate view of your product usage against your plan limits.
- Integrations - Access all the integrations, as well as our Connectors (webhooks) and API documentation.
- Help Center - We have a great Help Center, check it out to learn more!
⚙️ Settings
Fine tune your Whistic preferences here:
- Company Settings - Custom Logo, Whistic AI, SSO, and more.
- Email/Notification Settings - Customize key notifications.
- Integrations - Access all the integrations, as well as our Connectors (webhooks) and API documentation.
- User Management - Add new and manage existing users within your Whistic.
- Trust Center Settings
- Assess Settings
👤 User Profile
Lastly, access your specific Trust Center settings here:
- Custom Image - Show everyone that beautiful face!
- Turn on/off reminder emails - Too many reminder emails? Turn them off here.
- View user information - Verify Name, email, etc
- Password - Reset password
- Authentication (2FA) - Configure extra authentication