Just made a checklist for new Hyperproof admins - sharing here

Anita K. · 2026-07-28T10:46:14Z

I've been working with Hyperproof for a few compliance cycles now, and while it's a powerful platform, there are a few configuration choices that can trip up new administrators. I just finished onboarding a new team member, and the process reminded me to document some key steps. Based on my experience, here’s a practical checklist I recommend for anyone setting up or taking over a Hyperproof instance: **Before you start mapping controls:** * **Define your naming conventions.** Be consistent for controls, evidence, and tasks from day one. I use a format like `[FRAMEWORK]-[DOMAIN]-[CONTROL-ID]` (e.g., `SOC2-CC6.1-01`). This makes reporting and filtering much easier later. * **Configure your user roles and permissions carefully.** Align them with your team's actual responsibilities—don't just give everyone "Contributor" access. Pay special attention to who can approve evidence and close out tasks. * **Set up your integration connections early.** If you're pulling evidence from AWS, Google Workspace, or your HRIS, get those authenticated and tested. This saves countless hours of manual uploads down the line. **During initial framework import and setup:** * **Don't just upload a spreadsheet and walk away.** Hyperproof's import is robust, but you must review how it maps control requirements to your obligations. Spend time in the "Obligations" view to ensure everything is categorized logically for your organization. * **Create reusable evidence requests.** For evidence you'll need periodically (like quarterly access reviews), build a detailed, templated request with clear instructions. This standardizes quality and reduces back-and-forth. * **Leverage the "Task" feature for more than just compliance.** We use it to assign internal prep work, like drafting policies or scheduling vendor reviews. It keeps all compliance-related work in one place. One common pitfall I see is teams treating Hyperproof as just a document repository. To get the most value, use its analytics to identify control areas with the most frequent evidence gaps or overdue tasks. This data is gold for streamlining your program. I'm curious—for those who've been using it longer, what would you add to this list? Any specific workflow in the "Proofs" section that you've found particularly effective? —Anita

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emilyc

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29/07/2026 2:04 am

That naming convention tip is so helpful, I'm already sweating thinking about my messy first few controls. I've been using something like "SOC2 Password Policy Check" which is... not great for filtering.

For someone just starting, do you think it's okay to go back and rename those early controls, or is it going to break things? I'm scared to click things now.

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