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Unlock and Manage Your Portfolio
Spend unlock slots wisely, access full reports, and keep active vendors in Unlocked Profiles.
SecurityAudit360 Team
6/25/2026
5 min read
unlockportfoliounlocked-profiles
Unlock and Manage Your Portfolio
Who this is for: Pro+ users building a vendor monitoring list.
What you'll learn:
- How unlocks work
- Where unlocked companies live
- Portfolio hygiene tips
Unlock workflow
- Open Company Assessments (
/dashboard/assessments). - Find the vendor → click unlock (consumes one plan slot).
- Company moves to Unlocked Profiles (
/dashboard/unlocked). - Open the full report — recon, attack surface, AI analysis, exports.
Plan required: Pro, Premium, or Enterprise. See Plans, unlocks, and upgrades.
Check quota before unlocking
Dashboard home and sidebar show used / limit. Upgrade at /dashboard/subscription if you are at cap.
Manage the portfolio
- Search/filter unlocked list as it grows
- Re-visit vendors on annual review cycles
- Export PDF for questionnaires (export guide)
- Re-audit when data looks stale (corrections)
Unlock strategy
| Tier | Unlock when… |
|---|---|
| Critical | Data access, infra dependency, regulated data |
| Important | Operational supplier, annual review |
| Low | One-off lookup — consider public summary only |
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Last updated: 6/25/2026