vCIOToolbox

Getting Started 13

• Setting Up Company Settings
• Setting up 2FA/MFA
• Integration setup Docs
• User Roles
• Portfolio User - Setting up customer access to vCIOToolbox

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Administrative Tools 7

• How to use the Report Designer
• Report Designer - How to customize report headings
• How to use Reference Tables
• Creating new Recommendation Categories
• Creating How-to's inside your Global Templates

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RampCamp Support 1

• Accessing the Teams space for RampCamp subscribers

Meeting and Meeting Management 8

• Meeting Creation and Assigning Meeting Types
• Ensuring your Meeting Matches your Templates
• Meeting Close Process
• The difference between Meeting Types and States
• Create New Meeting Types for use in vCIOToolbox

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Strategy View 5

• Goal Setting and Business Insights
• Using and modifying the strategy dashboard
• Choosing and sending a Business Insight survey to a client
• Modifying a Business Insight Template
• Using Predefined Goals

IT Review and Assessments 2

• Differences between Vulnerability and Risk in your IT Review
• Hiding Questions in an assessment

Roadmaps & Recommendations 7

• Hide Completed Recommendations
• Using the Roadmap View
• How to build a recommendation
• Aligning assets to a recommendation
• Clone a Recommendation

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Templates and Template Management 9

• How to move questions between subtopics on a template
• Creating duplicate templates for use
• Create a New Template in vCIOToolbox - QBR Module
• IT Review - Maturity Levels
• Modifying an existing template

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Asset Management 4

• Creating Asset Rules
• Creating an Asset Policy
• Cloning an existing policy
• Adding Asset Policies to a client and run the policy sync

Customer Actions 2

• Customer Screen in KAM
• Make a contact a Key Decision Maker

Whitespace Analysis 1

• Whitespace Analysis | How to set up and use the Whitespace Dashboard.

Reporting 1

• Meeting Report

Surveys 7

• Interacting with the survey templates
• Using the Satisfaction Survey Settings
• Sending surveys to your clients
• Creating Custom Surveys
• What the customer sees when receiving the survey

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Customer Rater 1

• Account Rating Tool

Programs 1

• Assign a GRC Program to a Customer

Assessments 9

• Using CIS Controls v.8
• GRC Delegation | Assigning Delegates and Sending Invitations
• GRC Delegation | Response Review and Assessment Import
• GRC Multi-Location Support
• Create a New Template in vCIOToolbox - GRC Module

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Risk 1

• Risk Manager Overview

Global Policy Management 4

• Editing Global Policies
• Adding New Global Policies
• Editing the Global Approval Email Template
• Editing the Compliance Request Email

User Policy Management 4

• Accessing the Policy Manager and Adding Policies
• How to edit a User Policy
• Send a policy for customer approval
• Send the customer policy for end user signature

Dashboard and Reporting 1

• Compliance Dashboard

Getting Started 3

• Create a Vendor or Supplier Associated with a Customer
• Begin a Vendor/Supplier Assessment
• Delegate the Full Vendor/Supplier assessment to the Vendor for completion.

Frequently Asked Questions 19

• QBR - Customizing vCIOToolbox Templates
• Subscription Management | Is there a limit to users in the OnPoint Platform (formerly vCIOPro)
• Subscription Management | What constitutes an active client for my subscription
• Administrative | What is the Report Designer
• Modify an existing template

View all 19

Videos 1

• Generating and Sending Reports

Overview 0

PSA 12

• PSA | HaloPSA Integration Set Up Instructions
• PSA | Syncro Integration Set Up Instructions
• PSA | Kaseya BMS Integration Set Up Instructions
• PSA | Syncro PSA API Required Permissions
• PSA | ConnectWise Manage Integration Set Up Instruction

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RMM 1

• N-Able N-Central | Generating and API Key and Integration Setup

CRM 2

• CRM - Salesforce Integration
• Hubspot Integration

Awareness Training and Phishing 2

• Phin Security Integration
• KnowBe4 integration

Vulnerability Scanners 2

• Vulnerability | Nodeware - Getting your API from Nodeware
• Vulnerability | Nodeware Integration Set-up

Microsoft 3

• Application | Microsoft Tenant Integration - Direct Connection
• Application | Microsoft Single Sign-on (SSO)
• Changing your Domain associated with Microsoft SSO in vCIOToolbox

Documentation Apps 2

• Documentation | IT Glue Integration Set Up
• Documentation | Hudu Integration Set Up