Frequently Asked Questions

QBR - Customizing vCIOToolbox Templates
This video will show you how to create a custom template in vCIOToolbox. Custom Template How-to Video
Tue, 5 Apr, 2022 at 11:26 PM
Subscription Management | Is there a limit to users in the OnPoint Platform (formerly vCIOPro)
No, you can enable access without restriction. The goal of vCIOToolbox is to make QBR/IT Review prep as easy and collaborative as possible. To accommodate...
Tue, 5 Apr, 2022 at 11:29 PM
Subscription Management | What constitutes an active client for my subscription
An active client is classified as a client that has a review in progress or has had completed meetings with archived reports.   We import all your ...
Tue, 5 Apr, 2022 at 11:30 PM
Administrative | What is the Report Designer
The Report Designer is a tool that allows you to customize the content within your reports.  Additionally, it can b e used to set up your branding. Usin...
Tue, 5 Apr, 2022 at 11:31 PM
Modify an existing template
1. Navigate from the left-hand menu and click on Templates > Manage  2.  The next screen will allow you to add to or modify your existing templa...
Mon, 11 Apr, 2022 at 9:34 PM
Experiencing 2FA code delay - SMS Authentication
***We suggest if you are using SMS to update to an Authenticator method for 2 FA This usually occurs when there is a network lag between our service (le...
Tue, 5 Apr, 2022 at 9:51 AM
Creating your meeting and unlocking maturity levels
To use maturity levels and unlock your assessment, we need to schedule a meeting and set the meeting type to expand the IT review standards.  The meeting cr...
Tue, 5 Apr, 2022 at 10:10 AM
I don't see my IT Review/Assessment Questions
Every assessment relies on the creation of a meeting event.  In the image you provided there is no meeting created/selected.  The reason the meeting event i...
Tue, 5 Apr, 2022 at 10:33 AM
Deleting a scheduled meeting and remove from all calendars
If you have scheduled a meeting and wish to remove it from calendars and from the meeting selector choices you can do so using the following steps:  1. ...
Tue, 5 Apr, 2022 at 10:37 AM
Changing your Password
To change your password from within the application 1. Click on your name in the upper right-hand corner 2. Click Update Password 3. You will ...
Wed, 29 Sep, 2021 at 9:30 AM