Getting Started
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
We have four primary areas that you can set up to meet your brand standards in vCIOToolbox. 1. Logo 2. Brand Colors (for reports and meeting portal) ...
Wed, 26 Apr, 2023 at 8:33 AM
To add new users to the system, you can do so from the KAM, QBR, or GRC module by navigating from the left-hand menu and going to Admin > Users. 1. C...
Fri, 1 Sep, 2023 at 12:29 PM
You can set up vCIOToolbox with a custom domain so you retain your branding throughout the experience. To do so, you will need to set up a CNAME record for...
Wed, 18 Dec, 2024 at 11:37 AM