Freshteam

Set up Freshteam for automated evidence with TrustCloud!

Purpose

Once you set up your compliance program, TrustCloud TrustOps works to ensure that your systems remain compliant with your adopted controls. To do so, TrustCloud retrieves lists of resources against systems in your product and business stack to use for compliance evidence.

This document outlines the steps to grant TrustCloud access to retrieve the following items from Freshteam to be used as evidence:

• The list of employees in your organization

TrustCloud will retrieve this information via the Freshteam REST API and will need an API key in order to authenticate and fetch this data.

Instructions to grant TrustCloud access to your Freshteam organization

1. Log in to your Freshteam account and get your Freshteam portal URL on the login page https://www.freshworks.com/hrms/login/ enter your Freshteam domain name and click on the “PROCEED” button.
2. You will be redirected to the ‘Sign in’ page. Sign in to your organization’s Freshteam portal as per your configuration.
3. Click on Settings’ from the left sidebar menu. Click on ‘Company’ on the Settings page.
4. Save your Freshteam portal URL from the ‘Company’ page to be used when configuring the Freshteam integration in TrustCloud.
5. Obtain an API key. Click the profile icon on the top right. From the menu, click on the ‘API key’.
6. The API key window is displayed. The access token (obtained by a call to the authentication server) is displayed under Your API Key. Click on the “Copy” button to copy the API key to be used when configuring the Freshteam integration in TrustCloud.