What's New? 17

• Company Branding in Policy Packs
• Integrations - Zapier
• How to use Enhanced Dashboard Reporting
• Accessing and using your Audit Programme
• How to apply Branding to exports

View all 17

Getting Started 3

• Homepage
• An Introduction to Teams
• Working within Activity areas

General Guides 5

• Favouriting Work areas
• Group your notifications into one daily or weekly email
• How to include videos in Notes or Discussions
• Linked Work
• Using Discussions to engage others

Administrator Guides 4

• An Introduction To Organisation Administrators
• Creating partner organisations
• Usage reports
• Editing your organisation profile and settings

User Management 7

• Creating & Administering a Group
• Creating a new user in your ISMS.online platform
• Changing your user preferences in ISMS.online
• Deactivating and Reactivating Users
• Editing a users preferences

View all 7

Projects 9

• Creating and administering a project
• Project structure & progress
• Setting up a Project for Approval
• Approving Policies and Controls
• Document Management

View all 9

Frameworks 4

• Using Frameworks
• Creating a Project based on a Framework
• Creating a Framework
• Updating an existing Project Framework

Tracks 4

• Creating and Customising a Track
• Administering categories within Tracks
• Working within Tracks
• Asset Inventory Track

Data Import 6

• Importing data
• Importing Projects
• Importing Accounts and Contacts
• Importing Users
• Importing Tracks

View all 6

Clusters 3

• Creating and Using Clusters
• Using the ISMS Overview
• Using the Dashboard

Accounts 3

• Customising Account Categories
• Creating and Administering an Account
• Accounts: Contacts and Contracts

Policy Packs 6

• Creating Policy Packs and adding Policies
• Administering Policy Packs
• Printing or Exporting your Policy Pack
• Monitoring Policy Pack Compliance
• Policy Pack Notifications

View all 6

Tools 4

• Stakeholder Map
• Creating and using To-dos
• Adding a reading to a KPI
• Customising a Risk Map

Single Sign-on (SSO) 5

• Setting up Single Sign-On (Azure AD)
• Setting up Single Sign-On (Google)
• Setting up Single Sign-On (Okta)
• How to use New User Templates (Azure AD)
• How to use New User Templates (Okta)

FAQs & Troubleshooting 4

• Why am I getting livechat popups?
• What to do if you forgot your password
• Unable to Edit Note Content
• Adding a Support User

KPI 2

• Creating a KPI
• Adding a reading to a KPI