New uRISQ Feature Release: Simplifying Customer Onboarding and Strengthening Training Oversight

At CSR, our product philosophy is grounded in partnership. We believe the most valuable technology is built not just for partners and customers, but with them—responding to real-world needs, evolving business models, and the growing expectations around cybersecurity, privacy, and compliance.

Our latest feature release reflects that commitment. With enhancements to both AUTOBoarding and the Training module, uRISQ AUTOBoarding now makes it easier to deploy security and compliance services across your entire customer base while also giving your customers deeper insight into their organization’s training activity and compliance status.

Together, these upgrades remove friction, improve visibility, and reinforce uRISQ as a solution designed to scale.

AUTOBoarding Upgrade: Faster, More Flexible Customer Onboarding

As you expand the goal is to offer uRISQ’s cybersecurity and compliance offerings, to all your customers—so ease and efficiency is critical. Many of our partners told us they wanted a more flexible way to add customers without relying exclusively on file uploads. In response, we’ve enhanced the AUTOBoarding tool to better support the way your team actually work.

Making it Easier to Add New Customers

The updated AUTOBoarding experience allows partners to add one or more customers directly within the tool, without uploading a file. Users can now manually enter key customer details, including:

• Customer email address
• Organization name
• Account number

Adding multiple customers is just as easy. With a simple “add another row” option, additional customer entries can be created in seconds.

Importantly, file uploads are still fully supported. The enhancement doesn’t replace existing workflows—it expands them. Whether you prefer bulk uploads or quick manual entry, AUTOBoarding now adapts to your needs.

Why this Matters = Partner Success

This upgrade help our Partners streamline onboarding new customers easily and efficiently. The result is a smoother, more responsive onboarding process that keeps momentum moving forward.

Just as importantly, the enhancement reinforces a key principle of uRISQ: security and compliance should be easy to deploy across all customers, not just a select few. By reducing onboarding friction, partners are better positioned to offer uRISQ consistently—whether a customer is brand new or long established.

Ultimately, the AUTOBoarding upgrade supports growth. As partners expand their services, uRISQ scales with them—without adding unnecessary complexity.

Training Module Enhancement: Advanced, On-Demand Reporting for Compliance Confidence

Like the latest AUTOBoarding enhancement, the latest Training module enhancement came from an existing uRISQ user. To address this need, we’ve introduced enhanced reporting capabilities within the uRISQ Training module.

This update is designed specifically for training administrators who need clear, actionable insight into training activity and compliance status.

What’s New: Advanced Reporting

The Training module now includes advanced and ad hoc reporting, allowing administrators to quickly generate reports that reflect real-time training activity. These reports make it easier to answer critical questions, such as:

• Who has completed required training?
• Where are there gaps in compliance?
• Which users or groups need follow-up?
• How does training activity trend over time?

Instead of relying on static or limited views, administrators can now access the information they need—when they need it—to support audits, internal reviews, and ongoing risk management.