Getting Started
How to set up your company profile, system users and logos Note: Administrator rights are required 1. Click your profile link and navigate to My Com...
Sat, 4 Mar, 2023 at 12:51 PM
We have added three (3) new multi-factor options to vCIOToolbox including Microsoft Authenticator Google Authenticator Twilio Authy To set up ...
Tue, 5 Apr, 2022 at 12:06 PM
vCIOToolbox integrates with many leading PSA and Technology vendors, please note the instructions for each integration listed below: Professional Servic...
Tue, 5 Apr, 2022 at 9:22 PM
There are 3 internal user roles and one external user role in the system today. The roles are defined as follows: Administrator: This role has full acc...
Fri, 3 Mar, 2023 at 8:17 AM
Setting up the Portfolio (Customer) User Create a user for your customer in the same manner you provide internal users access. Left Menu > Admin >...
Tue, 5 Apr, 2022 at 12:18 PM
vCIOToolbox Customer Preparation Workflow Document. This document takes you step by step through the vCIOToolbox Workflow process. Workflow Doc
Mon, 5 Aug, 2019 at 12:33 PM
In this video we discuss our global templates. You will learn. How to modify an existing template. How to import and export templates. How to add ne...
Fri, 8 Apr, 2022 at 12:23 PM
To update your photo 1. Click update my photo 2. Select a photo on your computer and upload If you do not see your photo, refresh your browser...
Mon, 11 Apr, 2022 at 10:29 PM
You can set up MFA for all users following the steps below: Navigate to the QBR module. Then Navigate to Admin > Settings Select System from the s...
Tue, 23 Jan, 2024 at 4:43 PM
In order to conduct an assessment in the QBR or GRC modules you will first need to activate your customer. This can be done in the KAM, QBR, or GRC modules...
Mon, 27 Feb, 2023 at 10:20 AM