Table of contents

Getting Started With Conformity

We've created this guide to help you get familiar with the most basic functions in Trend Micro Cloud One™ – Conformity so you can jump-start your journey with us without any delay.

Once you complete your sign-up, your Organization is already set up for you to start using Conformity. Please go through the checklist and follow the steps on the linked help pages.


  1. Review Organization Details
  2. Get familiar with the Dashboard
  3. Add Cloud Accounts
  4. Enable Real-time monitoring
  5. Create a Profile
  6. Configure Rules
  7. Set up Communications Channels and configure notifications
  8. Configure Scheduled Reports
  9. Assess your current Cloud Security
  10. Invite users

Review Organization Details

Review your Organization details like address, contact email, and name.

Add Cloud Accounts

When you first Sign-in to Conformity, ensure that you have added all the cloud accounts to Conformity to be able to monitor them and stay on top of your security posture.

Get familiar with the Dashboard

Once you have added your cloud accounts to Conformity, you can navigate your cloud accounts, and access Administration settings and Profile settings from the main dashboard.

Note: Organization settings access is dependent on your user role.

Enable Real-time Threat monitoring

Set up Real-time monitoring.

Create a Profile

  1. Create a Profile, (e.g. prod and non-prod) and
  2. Apply the Profile to your cloud accounts.

Configure Rules

  1. Configure Rules
  2. Suppress unwanted checks

Set up Communication Channels and configure notifications

Set up communications channels (email etc) for highest severity alerts. Please remember to click 'copy to all' to copy these communication settings to other accounts.

Configure Scheduled Reports

Setup monthly scheduled reports for all security alerts.

Assess your current Cloud Security

Once you have your initial scan results from the first Conformity Bot run, you will need to resolve failures by prioritizing and creating a remediation plan. Read our user scenario for more info and follow the steps on Assessing your cloud accounts for the first time.

Invite users

You can invite more users via the UI and also by setting up SSO within Conformity and invite more people to use it, for example, your DevOps, Compliance, and Security team members.