Post-Deployment: Onboarding and Scaling
Recommended steps to make sure you’re set up for success.
By Velizar and 1 other2 authors23 articles
Start here
These are the tasks every customer should perform to set themselves up for success
Define your SaaS landscapeAfter deployment, Nudge Security discovers every SaaS app anyone in your organization has signed up for with a corporate email address—often hundreds or thousands. This guide helps you make sense…
Set up rules and alertsRules are how Nudge Security automates your response to SaaS activity - alerting your team when something happens and nudging end users to take action. This guide walks you through…
Before You Start Nudging: Onboard Your Team to Nudge SecurityIntroduce your workforce to Nudge Security ahead of engaging employees with nudges and rolling out a self-service app directory.
Deploy the browser extensionThe Nudge Security browser extension gives you richer data and real-time guardrails that go beyond what email-based discovery alone can provide. This guide covers what the extension adds, how to…
Connect your apps and configure settingsConnected apps and notification settings round out your initial setup. This guide covers both - connecting API integrations to enrich your data, and configuring the notification and settings that keep…
Pick your path
Guides for specific use cases — choose the ones that match your priorities.
Configuring and Using the App DirectoryThe App Directory allows your workforce to request access to approved apps
AI Security and GovernanceManage AI apps and usage2 articles
AI Agent DiscoveryAI Agent Discovery finds and inventories AI agents that employees have built across enterprise SaaS tools and agentic AI platforms. It maps each agent's technical contact, permissions and connections to other tools, surfaces risk signals, and gives security teams the visibility and controls needed to review, approve, and govern them.8 articles
SaaS SpendCut wasted SaaS spend by finding redundant tools, cleaning up unused accounts, and preparing for renewals before they auto-process.2 articles
Choose your nudge campaign
You've finished onboarding. Your apps are discovered, your settings are dialed in, and your workforce knows Nudge Security is coming. Now what?
Choose your nudge campaignNudge campaigns turn visibility into action. Each campaign is a prescriptive playbook: the nudge templates to use, a week-by-week sequence, success targets, and the talking points to report results up.
Campaign 01: Shadow IT discovery & triage
Campaign 02: Critical app hardening
Campaign 03: Approved-apps-only
Campaign 04: AI activity governance