⚙️Assessment Setup
Overview
The setup phase is a considered a pre-launch phase as it involves preparing the testing environment, finalizing requirements, completing the setup form, scheduling a kick-off meeting, and forming a pentest team.
1. Finalize Assessment Details
1.1 Set Assessment Start Date: Confirm the assessment start date to ensure precise planning and execution.



1.2 Provide Detailed Asset Identification: Specify the asset identifier (domain/URL), access instructions, and scope of testing.


1.3 Accept Rules of Engagement: Agree to the rules of engagement set by Trustline for the assessment.


1.4 Include Additional Requirements: Add any relevant additional requirements or information.


2. Schedule Kick-off Meeting
2.1 Book Kick-off Call
Schedule Meeting: Arrange a kick-off call with your assigned Customer Success Manager (CSM) to finalize preparations.


3. Pentest team onboarding
Trustline selects, verifies, and onboards pentesters for your engagement to guarantee the right talent fit and the most effective results.
4. Updating Assessment Phase to Testing
Once the prerequisites are in place, the testing phase will start on the scheduled date.
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