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uPolicy demo

[Video] Watch a quick demo of usecure's policy management feature.

Jordan Daly avatar
Written by Jordan Daly
Updated over a year ago

Introduction

Managing and enforcing policies is a critical but often overlooked component of cybersecurity and compliance for SMBs. For MSPs, delivering a streamlined, scalable policy management solution can be a game-changer. usecure’s uPolicy simplifies the creation, distribution, and tracking of policies, enabling MSPs to help clients meet compliance requirements effortlessly.

This article explores uPolicy’s core features, functionality, and configuration, showing how MSPs can deploy and manage policies with ease, ensuring their clients remain compliant while reducing administrative burdens.


What is uPolicy?

uPolicy is a policy management tool that allows MSPs to create, distribute, and track acceptance of security and compliance policies across client organizations. It provides a fully digital solution that replaces manual processes, enabling clients to enforce critical policies efficiently and track compliance seamlessly.


Key Features and Functionality

Pre-Built Policy Templates

  • What It Does: Provides a library of customizable templates for common SMB policies.

  • Key Capabilities:

    • Templates include IT Security, GDPR, HIPAA, Acceptable Use Policies, and more.

    • Easy customization to reflect client-specific requirements or branding.

  • Why It Matters: MSPs can save time by providing out-of-the-box policies that address common compliance needs.

Policy Creation and Customization

  • What It Does: Enables MSPs to create and edit custom policies for their clients.

  • Key Capabilities:

    • Upload and format existing policies.

    • Brand policies with client logos and names for a professional touch.

    • Tailor policies to meet industry-specific or regional compliance requirements.

  • Why It Matters: MSPs can adapt uPolicy to the exact needs of their SMB clients, delivering a flexible and tailored solution.

Automated Policy Distribution

  • What It Does: Ensures policies are distributed to the right users with minimal effort.

  • Key Capabilities:

    • Bulk policy assignments across entire organizations or specific groups.

    • Automated email notifications to remind users to review and accept policies.

    • Digital sign-off to track user acknowledgment and compliance.

  • Why It Matters: Automating policy delivery eliminates manual overhead, saving MSPs time and reducing client frustration.

Compliance Tracking and Reporting

  • What It Does: Tracks policy acknowledgment and compliance across client organizations.

  • Key Capabilities:

    • Real-time dashboards to monitor policy acceptance rates.

    • Exportable compliance reports for client reviews and audits.

    • Alerts for overdue or incomplete policy sign-offs.

  • Why It Matters: MSPs can quickly demonstrate compliance progress to clients and provide actionable insights for improvement.

Multi-Tenant Management

  • What It Does: Streamlines policy management across multiple clients from a single platform.

  • Key Capabilities:

    • Easily switch between client accounts to manage and track policies.

    • Bulk policy deployment for efficient multi-client management.

  • Why It Matters: MSPs can scale their services while maintaining oversight and efficiency.


Configuration and Branding

Client Whitelabelling

  • Add client logos and branding to policies and notifications for a seamless, professional experience.

Easy User Onboarding

  • Sync users via CSV imports or integrations like Microsoft Active Directory for quick setup.

Policy Reminders and Automation

  • Automate reminders and deadlines to ensure all users complete sign-offs on time.


How MSPs Win with uPolicy

  1. Fast and Simple Deployment: Pre-built templates and automation streamline policy creation, distribution, and compliance tracking.

  2. Reduced Admin Overhead: MSPs can manage policies across multiple clients without time-consuming manual work.

  3. Compliance Made Easy: Helps SMB clients meet requirements for frameworks like GDPR, HIPAA, ISO 27001, and more.

  4. Proven Value: Real-time tracking and reporting demonstrate clear compliance improvements and ROI to clients.

  5. Scalable Management: Multi-tenant functionality allows MSPs to easily grow their service offering across all clients.


Conclusion: Simplify Policy Management, Deliver Compliance

uPolicy empowers MSPs to simplify security and compliance policy management for their clients, replacing manual, time-consuming processes with a fully automated and scalable solution. With pre-built templates, easy customizations, and real-time tracking, MSPs can help clients stay compliant while strengthening security practices.

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