Administrative Tools

How to use the Report Designer
The report designer tool allows you to build custom reports to meet the needs of every client.  The report designer allows you to brand your reports with a ...
Fri, 8 Apr, 2022 at 5:16 PM
Report Designer - How to customize report headings
You can know customize the headings for each custom report you build within vCIOToolbox. Unlike the global custom heading tool which allows you to edit the ...
Thu, 30 May, 2024 at 3:48 PM
How to use Reference Tables
Reference Tables allow you to create new objects for use throughout vCIOToolbox  Within the QBR module navigate to Admin > Reference Tables   ...
Tue, 27 Sep, 2022 at 3:46 PM
Creating new Recommendation Categories
To add additional categories for use with recommendations, you can navigate from the QBR or GRC modules using the Left-hand Menu and visiting Admin > Rec...
Tue, 22 Nov, 2022 at 9:43 PM
Creating How-to's inside your Global Templates
To provide your team guidance on how to answer different assessment or control standards we have added a How-to capability into the system.  The How-to will...
Thu, 2 Mar, 2023 at 2:45 PM
Global Calendar
The Global Calendar can be accessed in the KAM or QBR modules.  This calendar will allow you to inspect meetings for a given period. 1. From the left...
Wed, 11 Sep, 2024 at 7:23 PM
Inviting a user to the customer portal
vCIOToolbox has simplified customer portal access and has made it easy for users to be added to the system. 1. To add a user to the customer portal, nav...
Mon, 28 Oct, 2024 at 1:27 AM