This guide walks you through the initial setup of Secure Privacy's Governance Solution — from completing the Privacy Program Setup wizard and inviting team members through to configuring your compliance modules. Follow these steps to move from onboarding to operational in minutes.
Who Is This For?
Privacy officers and compliance managers setting up a new GDPR governance program
IT administrators responsible for provisioning team access and configuring the platform
Legal teams centralizing compliance workflows and documentation in a single platform
Prerequisites
An active Secure Privacy account with a Governance Solution subscription
Admin-level access to your organization's Secure Privacy dashboard
Step 1: Complete the Privacy Program Setup Wizard
When you first access the Governance Solution, you are guided through a Privacy Program Setup wizard. This intake process asks a series of questions about your organization to automatically generate a tailored compliance structure.
The wizard asks you to:
Select your industry — SaaS, Healthcare, Financial Services, Education, and others
Define your data environment and primary data processing activities
Identify applicable regulations — GDPR, CCPA, HIPAA, and others
Specify your organizational structure and team size
Based on your answers, the platform automatically generates:
Process maps for your documented data processing activities
A prioritized set of compliance tasks and deadlines
Suggested risk assessments and impact evaluations for high-risk processing
Recommended policies and documentation templates aligned to your regulatory context
Step 2: Invite Team Members and Assign Roles
Navigate to Members in the left sidebar and click + Add Member. Invite team members by email and assign the appropriate role:
Role |
Permissions |
|---|---|
Owner |
Full platform access including billing management and user administration |
Admin |
Full access to all compliance modules — cannot manage billing or organization settings |
Member |
Access limited to assigned modules, tasks, and processes |
Each team member can be linked to specific processes, systems, tasks, and documentation — establishing clear ownership and accountability across your compliance program from the outset.
Step 3: Review the Compliance Dashboard
The Dashboard provides a real-time overview of your privacy program status, including:
Overall compliance score and privacy program maturity level
Pending tasks and upcoming regulatory deadlines
Open risks and their current severity levels
Recent activity across all Governance Solution modules
Step 4: Configure Your Governance Solution Modules
The Governance Solution includes ten integrated compliance modules. Start with the modules most relevant to your current priorities — you can enable and configure additional modules at any time:
Process Register: Document all data processing activities and maintain your GDPR Article 30 ROPA
Risk Management: Identify, score, and mitigate privacy risks across processing activities
Task Management: Assign, track, and automate compliance tasks across teams
DSAR Handling: Manage data subject access requests with deadline tracking and audit logging
DPIA Management: Conduct GDPR Article 35 Data Protection Impact Assessments with structured workflows
Systems Management: Inventory all systems processing personal data and track data flows
Document Repository: Centralize privacy policies, DPAs, and compliance documentation with version control
Compliance Calendar: Track deadlines, schedule recurring tasks, and monitor upcoming obligations
Reporting & Analytics: Generate compliance dashboards, maturity reports, and audit-ready exports
Workflow & Automation: Build custom multi-step approval workflows and automate compliance task creation
Next Steps
Add your first data processing activities in the Process Register to begin building your ROPA
Set up your Compliance Calendar with key regulatory deadlines and recurring compliance tasks
Run your first Risk Assessment to identify and prioritize your highest-risk processing activities
Upload existing policies and DPAs to the Document Repository for centralized, version-controlled access
Frequently Asked Questions
How long does initial setup take?
The Privacy Program Setup wizard typically takes 10–20 minutes to complete, depending on the complexity of your organization's data processing environment. Once submitted, the platform automatically generates your initial compliance structure — including process maps, task lists, and policy templates — so you can begin working immediately after the wizard is complete.
Can modules be configured after the initial setup?
Yes. All ten Governance Solution modules can be configured and expanded at any time after initial setup. You are not required to configure every module during onboarding — start with your highest-priority compliance areas and add additional modules as your program matures.
What happens if I select the wrong industry or regulations during the setup wizard?
The compliance structure generated by the wizard can be adjusted at any time after setup — including adding or removing applicable regulations, updating your organizational structure, and modifying auto-generated process maps. Contact your account manager or Secure Privacy support if you need assistance restructuring your initial program configuration.