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Before you begin

Sign in to Alignr with a workspace account. You need permission to manage integrations, clients and standards. Have the source system’s credentials or an authorised administrator available.
1

Connect a source

Open Integrations, choose your source and follow its connection form. Use the permissions requested by that connector. A successful connection establishes access; it does not mean a client has passed an assessment.Learn about integrations.
2

Map your clients

Review the source’s companies or tenants. Link each record to the right existing client, or explicitly create a new client. Check names and identifiers before confirming the mapping.Understand Organizations.
3

Review your standard

Open Standards and review the controls you want to apply. Check their parameters, evidence requirements and client-specific overrides before enabling them.
4

Review collected evidence

Check that collection has completed for the intended client. Look at source and observation time. Missing or stale evidence must not be interpreted as passing.
5

Review the results

Open the client’s alignment results. Investigate failures, distinguish missing data from unsupported coverage, and assign manual checks where needed. Review a supported remediation plan before approving a change.

What success looks like

You can identify the client, the standard being assessed, and the evidence behind each result. An incomplete assessment is useful when it makes its gaps visible. Understand control statuses.