Hi everyone, I’m AnnaB, and I’ve been tasked with helping my company prepare for our first external audit using Hyperproof. I’m excited to get started, but I’ll admit I’m a bit out of my depth here. My background is more in marketing automation, so the world of compliance and audit trails is pretty new to me.
We’ve been using Hyperproof for a few months to organize our SOC 2 controls, but the idea of an external auditor actually logging in and reviewing everything is a bit daunting. I want to make sure we’re setting things up correctly for them.
Could you walk me through your step-by-step process in the weeks leading up to the audit? I’m particularly unsure about a few things:
* What’s the best practice for setting up auditor user accounts? Are there specific permission sets or views we should configure?
* How do you organize your evidence within the platform to make it as easy as possible for an auditor to find and verify?
* Are there any common pitfalls in the platform itself we should avoid, like misconfigured control tests or incomplete task histories?
I’d really appreciate any lessons learned from your own experiences. Even the small, obvious-in-hindsight tips would be a huge help for someone like me who’s still learning the ropes.