Frequently Asked Questions
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
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
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
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
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
***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
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
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
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
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