Prerequisites
Before using Process Genie, make sure you have the following ready.
What You Need
| Requirement | Details |
|---|---|
| Work email address | A valid company or organizational email |
| Web browser | Chrome, Firefox, Edge, or Safari (latest version) |
| Organization details | Company name, industry, and website |
| Compliance context | The frameworks you need — ISO 27001, SOC 2, HIPAA, GDPR, CMMC 2.0, or NIST 800-53 |
Supported Browsers
| Browser | Version |
|---|---|
| Google Chrome | Latest |
| Mozilla Firefox | Latest |
| Microsoft Edge | Latest |
| Apple Safari | Latest |
Internet Explorer is not supported.
Prepare Before You Sign Up
Gathering this information ahead of time speeds up onboarding:
- Company legal name and short/trading name
- Industry (e.g., Technology, Healthcare, Finance)
- Company logo (PNG or JPG) — appears on generated PDF reports
- Primary business address and operating regions
- Technology stack — the tools and platforms your organization uses
- Compliance standards you need to meet
- Primary contact person name and email
Quick Start Path
Sign Up → Sign In → Dashboard Overview → Create Organization → Generate Policies
| Step | Where to go |
|---|---|
| Create an account | Sign Up |
| Log in | Sign In |
| Set up 2FA | Two-Factor Authentication |
| Explore the interface | Dashboard Overview |
| Create your organization | Create Organization |
| Generate compliance policies | Generate Policies |
Note: Accounts are created and managed by the administrator. Users are not able to self-register. To get access, please contact the management team.