Narrow the portfolio by company, provider, and score band, then open the right detail view.
Use the column filters on the Cloud > Posture overview to find companies by score. This page is for MSP staff and company users who see more than one company.
You need Cloud read access (the Cloud resource with Read access in the role editor).
The overview table appears only when more than one company is selected in the top bar. With one company selected, the page shows that company’s details directly and has no filters.
Click Cloud in the sidebar. The Posture tab opens first. Select Global View or Assigned Companies in the top bar.
2
Pick companies
Open the filter under the Company column heading. Search for a company, then check the companies you want. Checking a company here keeps the overview table.
3
Pick a provider
If a Provider column is shown, open its filter and check Microsoft 365 or Google Workspace.
4
Pick a score band
Open the filter under the Secure score column heading and choose 80% and above, 50-79%, or Below 50%. Choose All to remove the filter.
Score bands narrow the stored percentages. Check the provider before you compare scores.
5
Read the results
The table reloads from page 1. Use the page controls under the table to see more.
Filters in different columns must all match. Within Company or Provider, a row matches any checked option. The Provider column disappears when the results hold only one provider. Clear Filters removes the column filters. It does not change the company selector or your access.The table shows the score as a whole percentage, but the band filter uses the exact value. A score that shows 80% can sit in the 50-79% band. Open the details to see the exact points.
{"docsConfig":{"theme":"mint","$schema":"https://mintlify.com/docs.json","name":"MSPortal.ai Documentation","colors":{"primary":"#16A34A","light":"#07C983","dark":"#15803D"},"logo":{"light":"https://mintcdn.com/msportal/KnbwIXtZSTlVJTt6/logo/light.svg?fit=max\u0026auto=format\u0026n=KnbwIXtZSTlVJTt6\u0026q=85\u0026s=eb69f6d6bf16b2c401770aef19ade1d2","dark":"https://mintcdn.com/msportal/KnbwIXtZSTlVJTt6/logo/dark.svg?fit=max\u0026auto=format\u0026n=KnbwIXtZSTlVJTt6\u0026q=85\u0026s=03f8df7191e7a8ea7da084df57f6107f"},"favicon":"https://mintcdn.com/msportal/KjsKytvp08K0bejm/favicon-16x16.png?fit=max\u0026auto=format\u0026n=KjsKytvp08K0bejm\u0026q=85\u0026s=378df7f039bbff7885231fec799d29ac","navbar":{"links":[{"href":"https://app.msportal.ai/product-roadmap","label":"Roadmap"},{"href":"mailto:support@msportal.ai","label":"Support"}],"primary":{"type":"button","label":"Dashboard","href":"https://app.msportal.ai"}},"footer":{"socials":{"linkedin":"https://linkedin.com/company/msportal"}},"styling":{"latex":true},"navigation":{"global":{"anchors":[{"anchor":"MSPortal.ai","icon":"globe","href":"https://msportal.ai"},{"anchor":"Support","icon":"life-ring","href":"mailto:support@msportal.ai"},{"anchor":"Status","icon":"signal","href":"https://status.msportal.ai"}]},"pages":[]}},"deployment":{"deploymentMetadataValue":{"subdomain":"msportal","hasAudioNarration":false,"actualSubdomain":"msportal","customDomains":["docs.msportal.ai"],"gitSource":{"type":"github","owner":"msportal-ai","repo":"mintlify-docs","deployBranch":"main","contentDirectory":"","isPrivate":false,"mountPath":"","label":""},"chroma":{"liveDeploymentHistoryId":"6ad8d218182ff03fed6d05cc","collectionId":"09c61d36-c2f4-4933-8f58-3ef63d827cc0","schemaVersion":"v3","latestBuiltDeploymentHistoryId":"6ad8d218182ff03fed6d05cc"},"feedback":{"thumbs":true},"entitlements":{},"buildId":"6ad8d218182ff03fed6d05cc","clientVersion":"0.0.3908","searchFilterCounts":[{"language":"default","tag":"MSP Guides","count":454},{"language":"default","tag":"Service Delivery","count":165},{"language":"default","tag":"API Reference","count":111},{"language":"default","tag":"Overview \u0026 Planning","count":109},{"language":"default","tag":"Connect your tools","count":88},{"language":"default","tag":"Integration setup","count":88},{"language":"default","tag":"Administration","count":38},{"language":"default","tag":"Settings","count":38},{"language":"default","tag":"Getting Started","count":36},{"language":"default","tag":"Budgets","count":36}]},"assistantConfig":{"enableAskAiButton":false,"enableStarterQuestions":false,"enableAskAiSearchBar":true},"hasChatPermissions":false,"hasWebMcpPermissions":false,"toggles":[{"name":"kill-isr","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-mintlify-slack","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-v7-file-tree","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-integrations-settings","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-pr-grouping","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-prefix","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"analytics-v7","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"user-flows-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"no-publish-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-onboarding","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"llms-txt-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"pause-universal-search-reconcile","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving-live","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"stripTemperatureMiddleware","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"per-site-search-delta","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"support-platform-pylon-zendesk","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-branches-v2-autocommit","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-branches-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"instant-rollback","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications-server","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-private-page-search","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-fable","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fixed-ai-action-pricing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automation-resolve-merge-conflict","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"scoped-publishing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"mintql","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"page-level-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"teamspace","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-version-history-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-nav-generations","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-page-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"vite-origin","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workspace-projects","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"assistant-v5","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"byok-sep-25","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fork-pr-previews","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"revalidation-jwt","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-agent-model-picker","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"client-snapshot-docs-config","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"hobby-abuse-scan","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"dashboard-inbox","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false}],"isAtlas":false,"googleFontsInlined":false},"customCss":[],"page":{"pagePath":"user-guides/cloud/find-posture","slug":"/user-guides/cloud/find-posture","pageMetadata":{"title":"Find and filter posture snapshots","description":"Narrow the portfolio by company, provider, and score band, then open the right detail view.","icon":"filter","href":"/user-guides/cloud/find-posture"},"description":{"compiledSource":"\"use strict\";\nconst {jsx: _jsx} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n p: \"p\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsx(_components.p, {\n children: \"Narrow the portfolio by company, provider, and score band, then open the right detail view.\"\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, {\n ...props\n })\n }) : _createMdxContent(props);\n}\nreturn {\n default: MDXContent\n};\n","frontmatter":{},"scope":{}},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const _components={a:`a`,li:`li`,p:`p`,strong:`strong`,tbody:`tbody`,td:`td`,th:`th`,thead:`thead`,tr:`tr`,ul:`ul`,..._provideComponents(),...props.components},{Accordion,AccordionGroup,Frame,Heading,OptimizedImage,Step,Steps,Table}=_components;if(!Accordion)_missingMdxReference(`Accordion`,true);if(!AccordionGroup)_missingMdxReference(`AccordionGroup`,true);if(!Frame)_missingMdxReference(`Frame`,true);if(!Heading)_missingMdxReference(`Heading`,true);if(!OptimizedImage)_missingMdxReference(`OptimizedImage`,true);if(!Step)_missingMdxReference(`Step`,true);if(!Steps)_missingMdxReference(`Steps`,true);if(!Table)_missingMdxReference(`Table`,true);return _jsxs(_Fragment,{children:[_jsxs(_components.p,{children:[`Use the column filters on the `,_jsx(_components.strong,{children:`Cloud > Posture`}),` overview to find companies by score. This page is for MSP staff and company users who see more than one company.`]}),`\n`,_jsx(Heading,{level:`2`,id:`before-you-start`,children:`Before you start`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[`You need Cloud read access (the `,_jsx(_components.strong,{children:`Cloud`}),` resource with `,_jsx(_components.strong,{children:`Read`}),` access in the role editor).`]}),`\n`,_jsx(_components.li,{children:`The overview table appears only when more than one company is selected in the top bar. With one company selected, the page shows that company’s details directly and has no filters.`}),`\n`,_jsx(_components.li,{children:`The table shows 20 snapshots per page.`}),`\n`]}),`\n`,_jsx(Heading,{level:`2`,id:`narrow-the-overview`,children:`Narrow the overview`}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`Open Cloud > Posture`,children:_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Cloud`}),` in the sidebar. The `,_jsx(_components.strong,{children:`Posture`}),` tab opens first. Select `,_jsx(_components.strong,{children:`Global View`}),` or `,_jsx(_components.strong,{children:`Assigned Companies`}),` in the top bar.`]})}),_jsx(Step,{title:`Pick companies`,children:_jsxs(_components.p,{children:[`Open the filter under the `,_jsx(_components.strong,{children:`Company`}),` column heading. Search for a company, then check the companies you want. Checking a company here keeps the overview table.`]})}),_jsx(Step,{title:`Pick a provider`,children:_jsxs(_components.p,{children:[`If a `,_jsx(_components.strong,{children:`Provider`}),` column is shown, open its filter and check `,_jsx(_components.strong,{children:`Microsoft 365`}),` or `,_jsx(_components.strong,{children:`Google Workspace`}),`.`]})}),_jsxs(Step,{title:`Pick a score band`,children:[_jsxs(_components.p,{children:[`Open the filter under the `,_jsx(_components.strong,{children:`Secure score`}),` column heading and choose `,_jsx(_components.strong,{children:`80% and above`}),`, `,_jsx(_components.strong,{children:`50-79%`}),`, or `,_jsx(_components.strong,{children:`Below 50%`}),`. Choose `,_jsx(_components.strong,{children:`All`}),` to remove the filter.`]}),_jsx(Frame,{caption:`Score bands narrow the stored percentages. Check the provider before you compare scores.`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/cloud-posture-score-options.png?fit=max\u0026auto=format\u0026n=CuJu_16D8ZGdquKW\u0026q=85\u0026s=5b869e3a342ba2150c3bd8aea1af4926`,alt:`Secure score filter choices All, 80% and above, 50-79%, and Below 50%.`,width:`474`,height:`268`,\"data-og-width\":`474`,\"data-og-height\":`268`,\"data-path\":`images/product/cloud-posture-score-options.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/cloud-posture-score-options.png?w=280\u0026fit=max\u0026auto=format\u0026n=CuJu_16D8ZGdquKW\u0026q=85\u0026s=27665657e3ef83f734acbc126407f252 280w, https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/cloud-posture-score-options.png?w=560\u0026fit=max\u0026auto=format\u0026n=CuJu_16D8ZGdquKW\u0026q=85\u0026s=9106ca74473488bf0075a4a70914b594 560w, https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/cloud-posture-score-options.png?w=840\u0026fit=max\u0026auto=format\u0026n=CuJu_16D8ZGdquKW\u0026q=85\u0026s=48ec3270683ce2be15ccd160a0124e67 840w, https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/cloud-posture-score-options.png?w=1100\u0026fit=max\u0026auto=format\u0026n=CuJu_16D8ZGdquKW\u0026q=85\u0026s=43a6dfc2eda7eba5205de57805e86e0a 1100w, https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/cloud-posture-score-options.png?w=1650\u0026fit=max\u0026auto=format\u0026n=CuJu_16D8ZGdquKW\u0026q=85\u0026s=0cbd7930746a77363b140d4531b08e32 1650w, https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/cloud-posture-score-options.png?w=2500\u0026fit=max\u0026auto=format\u0026n=CuJu_16D8ZGdquKW\u0026q=85\u0026s=872fb5c34d9e7138be88756b1bfb9184 2500w`})})]}),_jsx(Step,{title:`Read the results`,children:_jsx(_components.p,{children:`The table reloads from page 1. Use the page controls under the table to see more.`})})]}),`\n`,_jsxs(_components.p,{children:[`Filters in different columns must all match. Within `,_jsx(_components.strong,{children:`Company`}),` or `,_jsx(_components.strong,{children:`Provider`}),`, a row matches any checked option. The `,_jsx(_components.strong,{children:`Provider`}),` column disappears when the results hold only one provider. `,_jsx(_components.strong,{children:`Clear Filters`}),` removes the column filters. It does not change the company selector or your access.`]}),`\n`,_jsxs(_components.p,{children:[`The table shows the score as a whole percentage, but the band filter uses the exact value. A score that shows 80% can sit in the `,_jsx(_components.strong,{children:`50-79%`}),` band. Open the details to see the exact points.`]}),`\n`,_jsx(Heading,{level:`2`,id:`open-a-result`,children:`Open a result`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[`Click a `,_jsx(_components.strong,{children:`Google Workspace`}),` row to open its checks in a dialog. Close it to return to the list.`]}),`\n`,_jsxs(_components.li,{children:[`Click a `,_jsx(_components.strong,{children:`Microsoft 365`}),` row, or its score bar, to open Secure Score for that company.`]}),`\n`,_jsxs(_components.li,{children:[`Click an `,_jsx(_components.strong,{children:`MFA`}),`, `,_jsx(_components.strong,{children:`Domains`}),`, or `,_jsx(_components.strong,{children:`Devices`}),` percentage to open that company’s Current Posture.`]}),`\n`]}),`\n`,_jsx(Heading,{level:`2`,id:`what-the-overview-cannot-do`,children:`What the overview cannot do`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[`It has no filter for `,_jsx(_components.strong,{children:`Snapshot date`}),`, `,_jsx(_components.strong,{children:`Checks`}),`, `,_jsx(_components.strong,{children:`Last synced`}),`, `,_jsx(_components.strong,{children:`MFA`}),`, `,_jsx(_components.strong,{children:`Domains`}),`, or `,_jsx(_components.strong,{children:`Devices`}),`.`]}),`\n`,_jsx(_components.li,{children:`It cannot be sorted and has no CSV export.`}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Columns > Save Changes`}),` only changes which columns you see.`]}),`\n`]}),`\n`,_jsx(Heading,{level:`2`,id:`troubleshooting`,children:`Troubleshooting`}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Problem`}),_jsx(_components.th,{children:`What to do`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`There are no filters`}),_jsxs(_components.td,{children:[`One company is selected. Select `,_jsx(_components.strong,{children:`Global View`}),` or `,_jsx(_components.strong,{children:`Assigned Companies`}),`.`]})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[`You see `,_jsx(_components.strong,{children:`No daily cloud posture snapshots match these filters.`})]}),_jsxs(_components.td,{children:[`Click `,_jsx(_components.strong,{children:`Clear Filters`}),` and check the company selector.`]})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[`The `,_jsx(_components.strong,{children:`Provider`}),` column disappeared`]}),_jsxs(_components.td,{children:[`Only one provider is left in the results. Click `,_jsx(_components.strong,{children:`Clear Filters`}),` to bring it back.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`A company is missing`}),_jsxs(_components.td,{children:[`It has no stored snapshot. Ask your MSP to check the integration, the company mapping, and `,_jsx(_components.strong,{children:`Daily security posture`}),` for Google Workspace.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`The results stay narrow after you clear filters`}),_jsxs(_components.td,{children:[`Open `,_jsx(_components.strong,{children:`Cloud > Posture`}),` again from the sidebar and check the company selector. A link that carried a search term can keep it.`]})]})]})]}),`\n`,_jsx(Heading,{level:`2`,id:`frequently-asked-questions`,children:`Frequently asked questions`}),`\n`,_jsxs(AccordionGroup,{children:[_jsx(Accordion,{title:`Why are there no filters when I select one company?`,id:`why-are-there-no-filters-when-i-select-one-company`,children:_jsx(_components.p,{children:`One company opens its details directly. Filters belong to the overview table.`})}),_jsx(Accordion,{title:`Can I search every posture field from one box?`,id:`can-i-search-every-posture-field-from-one-box`,children:_jsxs(_components.p,{children:[`No. Use the `,_jsx(_components.strong,{children:`Company`}),`, `,_jsx(_components.strong,{children:`Provider`}),`, and `,_jsx(_components.strong,{children:`Secure score`}),` filters.`]})}),_jsx(Accordion,{title:`Why did a score of 80% land in the 50-79% band?`,id:`why-did-a-score-of-80-land-in-the-50-79-band`,children:_jsxs(_components.p,{children:[`The table rounds the score. The filter uses the exact value, so 79.6 shows as 80% but counts as `,_jsx(_components.strong,{children:`50-79%`}),`.`]})}),_jsx(Accordion,{title:`Does a Company filter open the single-company layout?`,id:`does-a-company-filter-open-the-single-company-layout`,children:_jsx(_components.p,{children:`No. Only selecting exactly one company in the top bar does that.`})}),_jsx(Accordion,{title:`Can I export or sort the overview?`,id:`can-i-export-or-sort-the-overview`,children:_jsx(_components.p,{children:`No. Use the filters and the detail views.`})})]}),`\n`,_jsx(Heading,{level:`2`,id:`related-guides`,children:`Related guides`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:_jsx(_components.a,{href:`/user-guides/cloud/posture`,children:`Read cloud security posture`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.a,{href:`/user-guides/cloud/google-posture-checks`,children:`Understand Google posture checks`})}),`\n`]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Find and filter posture snapshots","description":"Narrow the portfolio by company, provider, and score band, then open the right detail view.","icon":"filter","href":"/user-guides/cloud/find-posture"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[{"title":"Before you start","slug":"before-you-start","depth":2,"children":[]},{"title":"Narrow the overview","slug":"narrow-the-overview","depth":2,"children":[]},{"title":"Open a result","slug":"open-a-result","depth":2,"children":[]},{"title":"What the overview cannot do","slug":"what-the-overview-cannot-do","depth":2,"children":[]},{"title":"Troubleshooting","slug":"troubleshooting","depth":2,"children":[]},{"title":"Frequently asked questions","slug":"frequently-asked-questions","depth":2,"children":[]},{"title":"Related guides","slug":"related-guides","depth":2,"children":[]}],"codeExamples":{}},"jsLinks":[],"subdomain":"msportal","siteName":"MSPortal.ai Documentation","title":"Find and filter posture snapshots - MSPortal.ai Documentation","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-10-01T23:11:08.315Z","originalFileLocation":"user-guides/cloud/find-posture.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=null;if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else if(p==='false')p='light';if(p!=='light'\u0026\u0026p!=='dark'\u0026\u0026p!=='system')p=\"system\"}var r=p==='system'?(matchMedia(\"(prefers-color-scheme: dark)\").matches?'dark':'light'):p;d.classList.remove(r==='dark'?'light':'dark');d.classList.add(r);d.setAttribute(\"data-theme-preference\",p)})();\u003c/script>\u003cmeta data-mint-head name=\"description\" content=\"Narrow the portfolio by company, provider, and score band, then open the right detail view.\">\u003cmeta data-mint-head name=\"application-name\" content=\"MSPortal.ai Documentation\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon/android-chrome-192x192.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"apple-touch-icon\" type=\"image/png\" sizes=\"180x180\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon/favicon-16x16.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon/favicon-32x32.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon/favicon.ico\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon-dark/android-chrome-192x192.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon-dark/favicon-16x16.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon-dark/favicon-32x32.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"Find and filter posture snapshots - MSPortal.ai Documentation\">\u003cmeta data-mint-head property=\"og:description\" content=\"Narrow the portfolio by company, provider, and score band, then open the right detail view.\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"MSPortal.ai Documentation\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.msportal.ai/user-guides/cloud/find-posture\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head name=\"twitter:card\" content=\"summary_large_image\">\u003cmeta data-mint-head name=\"twitter:title\" content=\"Find and filter posture snapshots - MSPortal.ai Documentation\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Narrow the portfolio by company, provider, and score band, then open the right detail view.\">\u003cmeta data-mint-head name=\"msapplication-config\" content=\"/mintlify-assets/_mintlify/favicons/msportal/MdEo74vho503Sp8Y/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"MSPortal.ai Documentation\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#16A34A\">\u003clink data-mint-head rel=\"canonical\" href=\"https://docs.msportal.ai/user-guides/cloud/find-posture\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/user-guides/cloud/find-posture.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://docs.msportal.ai/#organization\",\"name\":\"MSPortal.ai Documentation\",\"url\":\"https://docs.msportal.ai\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/msportal/KnbwIXtZSTlVJTt6/logo/light.svg?fit=max\u0026auto=format\u0026n=KnbwIXtZSTlVJTt6\u0026q=85\u0026s=eb69f6d6bf16b2c401770aef19ade1d2\"}},{\"@type\":\"WebSite\",\"@id\":\"https://docs.msportal.ai#website\",\"name\":\"MSPortal.ai Documentation\",\"url\":\"https://docs.msportal.ai\",\"publisher\":{\"@id\":\"https://docs.msportal.ai/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://docs.msportal.ai/user-guides/cloud/find-posture#webpage\",\"url\":\"https://docs.msportal.ai/user-guides/cloud/find-posture\",\"name\":\"Find and filter posture snapshots\",\"description\":\"Narrow the portfolio by company, provider, and score band, then open the right detail view.\",\"dateModified\":\"2026-10-01T23:11:08.315Z\",\"isPartOf\":{\"@id\":\"https://docs.msportal.ai#website\"},\"breadcrumb\":{\"@id\":\"https://docs.msportal.ai/user-guides/cloud/find-posture#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://docs.msportal.ai/user-guides/cloud/find-posture#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Cloud\",\"item\":\"https://docs.msportal.ai/user-guides/cloud/posture\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Find and filter posture snapshots\",\"item\":\"https://docs.msportal.ai/user-guides/cloud/find-posture\"}]},{\"@type\":[\"Article\",\"TechArticle\"],\"@id\":\"https://docs.msportal.ai/user-guides/cloud/find-posture#article\",\"headline\":\"Find and filter posture snapshots\",\"name\":\"Find and filter posture snapshots\",\"description\":\"Narrow the portfolio by company, provider, and score band, then open the right detail view.\",\"url\":\"https://docs.msportal.ai/user-guides/cloud/find-posture\",\"mainEntityOfPage\":{\"@id\":\"https://docs.msportal.ai/user-guides/cloud/find-posture#webpage\"},\"dateModified\":\"2026-10-01T23:11:08.315Z\",\"publisher\":{\"@id\":\"https://docs.msportal.ai/#organization\"},\"isPartOf\":{\"@id\":\"https://docs.msportal.ai#website\"}}]}\u003c/script>\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@type\":\"WebSite\",\"name\":\"MSPortal.ai Documentation\",\"creator\":{\"@type\":\"Organization\",\"name\":\"Mintlify\",\"url\":\"https://mintlify.com\"}}\u003c/script>","siteName":"MSPortal.ai Documentation","nav":{"global":{"anchors":[{"anchor":"MSPortal.ai","icon":"globe","href":"https://msportal.ai"},{"anchor":"Support","icon":"life-ring","href":"mailto:support@msportal.ai"},{"anchor":"Status","icon":"signal","href":"https://status.msportal.ai"}]},"tabs":[{"tab":"Company Guides","groups":[{"group":"Your account","pages":[{"title":"Manage your profile and email preferences","icon":"user-gear","href":"/user-guides/account/manage-your-profile"},{"title":"Understand your role and company access","icon":"shield-halved","href":"/user-guides/account/understand-your-access"},{"title":"Arrange your personal sidebar","icon":"table-columns","href":"/user-guides/account/arrange-your-sidebar"},{"title":"Use the Home AI Assistant","icon":"sparkles","href":"/user-guides/ai-assistant/use-home-assistant"}]},{"group":"Support requests","pages":[{"title":"How to open a ticket","icon":"ticket","href":"/user-guides/ticketing/open-a-ticket"},{"title":"Find and follow up on a ticket","icon":"comments","href":"/user-guides/ticketing/follow-up-on-a-ticket"},{"title":"Create a ticket with AI assistance","icon":"wand-magic-sparkles","href":"/user-guides/ticketing/open-a-ticket-with-ai"},{"title":"Understand your available request templates","icon":"file-lines","href":"/user-guides/ticketing/understand-request-templates"},{"title":"Approve a request","icon":"circle-check","href":"/user-guides/ticketing/approve-a-request"}]},{"group":"Your training","pages":[{"title":"Training","icon":"graduation-cap","href":"/user-guides/training/index"},{"title":"Find and enroll in a training course","icon":"book-open","href":"/user-guides/training/find-and-enroll"},{"title":"Take a course and track progress","icon":"graduation-cap","href":"/user-guides/training/take-a-course"},{"title":"View and share a training certificate","icon":"award","href":"/user-guides/training/certificates"},{"title":"Open your Huntress training","icon":"shield-check","href":"/user-guides/training/open-huntress-training"},{"title":"Find Huntress training assignments","icon":"graduation-cap","href":"/user-guides/training/read-huntress-assignments"},{"title":"Read a Huntress curriculum and preview episodes","icon":"book-open","href":"/user-guides/training/read-huntress-curriculum"}]},{"group":"Documentation","pages":[{"title":"Documentation","icon":"book","href":"/user-guides/documentation/index"},{"title":"Find and read shared documents","icon":"file-lines","href":"/user-guides/documentation/find-shared-documents"},{"title":"Use the Documentation Hub","icon":"grid-2","href":"/user-guides/documentation/resource-hub"},{"title":"Use shared passwords","icon":"key","href":"/user-guides/documentation/shared-passwords"},{"title":"View shared IT records and procedures","icon":"server","href":"/user-guides/documentation/view-it-records"}]},{"group":"Notifications","pages":[{"title":"Notifications","icon":"bell","href":"/user-guides/notifications/index"},{"title":"Read and manage notifications","icon":"bell","href":"/user-guides/notifications/read-notifications"},{"title":"Review automation approvals","icon":"check-to-slot","href":"/user-guides/notifications/review-approvals"}]},{"group":"Your onboarding","pages":[{"title":"Open your onboarding portal","icon":"door-open","href":"/user-guides/client-onboarding/open-your-onboarding"},{"title":"Complete onboarding tasks and forms","icon":"list-check","href":"/user-guides/client-onboarding/complete-tasks-and-forms"},{"title":"Upload onboarding documents and secure files","icon":"file-arrow-up","href":"/user-guides/client-onboarding/upload-files"},{"title":"Hand over credentials during onboarding","icon":"key","href":"/user-guides/client-onboarding/hand-over-credentials"},{"title":"Review onboarding approvals and sign documents","icon":"signature","href":"/user-guides/client-onboarding/review-and-sign"},{"title":"Use onboarding meetings, training, surveys, and reference pages","icon":"clipboard-list","href":"/user-guides/client-onboarding/meetings-training-and-surveys"}]},{"group":"Devices","pages":[{"title":"Devices","icon":"computer","href":"/user-guides/devices/index"},{"title":"Find and export your devices","icon":"laptop","href":"/user-guides/devices/find-devices"},{"title":"Understand device details","icon":"computer","href":"/user-guides/devices/understand-device-details"},{"title":"Add and edit device records","icon":"laptop-medical","href":"/user-guides/devices/add-and-edit-devices"},{"title":"View networks and configurations","icon":"network-wired","href":"/user-guides/devices/view-networks-and-configurations"},{"title":"Track installed software","icon":"box-open","href":"/user-guides/devices/track-software"}]},{"group":"Surveys and feedback","pages":[{"title":"Complete a questionnaire","icon":"clipboard-question","href":"/user-guides/surveys/complete-a-survey"},{"title":"Respond to an NPS survey","icon":"star","href":"/user-guides/surveys/respond-to-nps"},{"title":"Rate a support experience","icon":"comment-smile","href":"/user-guides/surveys/rate-your-support"},{"title":"Find surveys and read questionnaire results","icon":"clipboard-list","href":"/user-guides/surveys/view-survey-results"},{"title":"Read NPS analytics","icon":"chart-column","href":"/user-guides/surveys/read-nps-analytics"},{"title":"Read and export support satisfaction feedback","icon":"face-smile","href":"/user-guides/surveys/read-csat-feedback"}]},{"group":"Invoices","pages":[{"title":"Invoices","icon":"file-invoice-dollar","href":"/user-guides/invoices/index"},{"title":"Find and review invoices","icon":"file-invoice","href":"/user-guides/invoices/view-invoices"},{"title":"Download and export invoices","icon":"download","href":"/user-guides/invoices/download-invoices"},{"title":"Use an invoice payment link","icon":"credit-card","href":"/user-guides/invoices/pay-an-invoice"}]},{"group":"Quotes","pages":[{"title":"Quotes","icon":"file-contract","href":"/user-guides/quotes/index"},{"title":"Find and open a quote","icon":"file-contract","href":"/user-guides/quotes/view-quotes"},{"title":"Read a quote’s details","icon":"file-invoice-dollar","href":"/user-guides/quotes/read-quote-details"},{"title":"Download quote documents and export the list","icon":"file-arrow-down","href":"/user-guides/quotes/download-quotes"},{"title":"Troubleshoot missing Quoter quotes and company links","icon":"magnifying-glass","href":"/user-guides/quotes/troubleshoot-quoter-quotes"},{"title":"Troubleshoot QuoteWerks quotes and QuoteValet links","icon":"file-invoice-dollar","href":"/user-guides/quotes/troubleshoot-quotewerks-quotes"},{"title":"Troubleshoot Salesbuildr quotes and PDFs","icon":"file-invoice-dollar","href":"/user-guides/quotes/troubleshoot-salesbuildr-quotes"}]},{"group":"Agreements and contracts","pages":[{"title":"Agreements and contracts","icon":"file-signature","href":"/user-guides/agreements/index"},{"title":"Find and review an agreement","icon":"file-contract","href":"/user-guides/agreements/view-agreements"},{"title":"Understand agreement balances","icon":"clock","href":"/user-guides/agreements/read-balances"},{"title":"Open an agreement PDF","icon":"file-pdf","href":"/user-guides/agreements/download-documents"}]},{"group":"Storefront","pages":[{"title":"Storefront","icon":"store","href":"/user-guides/storefront/index"},{"title":"Review your subscriptions","icon":"layer-group","href":"/user-guides/storefront/view-subscriptions"},{"title":"Review Azure usage","icon":"cloud","href":"/user-guides/storefront/view-azure-usage"}]},{"group":"Company overview","pages":[{"title":"Company overview","icon":"buildings","href":"/user-guides/company-overview/index"},{"title":"Read the Company overview","icon":"chart-simple","href":"/user-guides/company-overview/read-company-overview"}]},{"group":"Planner","pages":[{"title":"Read the Planner timeline","icon":"calendar-days","href":"/user-guides/planner/read-timeline"},{"title":"Filter the Planner timeline","icon":"filter","href":"/user-guides/planner/filter-timeline"},{"title":"Find Planner items in List View","icon":"list","href":"/user-guides/planner/find-planner-items"},{"title":"Find archived Planner work","icon":"box-archive","href":"/user-guides/planner/find-archived-items"},{"title":"Read a Planner item","icon":"clipboard-list","href":"/user-guides/planner/read-item-details"},{"title":"Understand Planner types and budget categories","icon":"layer-group","href":"/user-guides/planner/understand-types"},{"title":"Open records linked to Planner work","icon":"link","href":"/user-guides/planner/read-linked-records"},{"title":"Understand PSA-linked Planner work","icon":"file-import","href":"/user-guides/planner/understand-psa-linked-items"},{"title":"Understand Standards work in Planner","icon":"list-check","href":"/user-guides/planner/understand-standards-items"},{"title":"Read and manage Planner files","icon":"paperclip","href":"/user-guides/planner/manage-files"},{"title":"Plan costs and hours","icon":"calculator","href":"/user-guides/planner/plan-costs-and-hours"},{"title":"Read and export Planner Analytics","icon":"chart-simple","href":"/user-guides/planner/read-analytics"},{"title":"Understand Planner Analytics charts","icon":"chart-pie","href":"/user-guides/planner/understand-analytics-charts"}]},{"group":"Calendar","pages":[{"title":"Find events in Calendar","icon":"calendar","href":"/user-guides/calendar/find-calendar-events"},{"title":"Filter Calendar events and layers","icon":"calendar","href":"/user-guides/calendar/filter-calendar-events"},{"title":"Find your upcoming and past meetings","icon":"calendar-check","href":"/user-guides/calendar/find-my-meetings"},{"title":"Find meetings in List View","icon":"list","href":"/user-guides/calendar/find-meetings-list"},{"title":"Read a meeting workspace","icon":"calendar-check","href":"/user-guides/calendar/read-meeting-workspace"},{"title":"Read meeting agenda items and linked records","icon":"list-check","href":"/user-guides/calendar/read-meeting-agenda"},{"title":"Present and navigate a meeting agenda","icon":"presentation-screen","href":"/user-guides/calendar/presenting"},{"title":"Understand a meeting summary","icon":"envelope-open-text","href":"/user-guides/calendar/understand-meeting-summary"},{"title":"Understand Calendar freeze windows","icon":"snowflake","href":"/user-guides/calendar/understand-change-freezes"}]},{"group":"Goals","pages":[{"title":"Goals and objectives","icon":"bullseye","href":"/user-guides/goals/index"},{"title":"Find and read goals","icon":"bullseye","href":"/user-guides/goals/read-goals"},{"title":"Create or update a goal","icon":"bullseye","href":"/user-guides/goals/create-and-update-goals"},{"title":"Update several goals or delete a goal","icon":"bullseye","href":"/user-guides/goals/bulk-update-and-delete"},{"title":"Connect goals to Planner and meetings","icon":"bullseye","href":"/user-guides/goals/link-to-planner-and-meetings"}]},{"group":"Compliance","pages":[{"title":"Compliance","icon":"shield-halved","href":"/user-guides/compliance/index"},{"title":"Find compliance checks and understand results","icon":"shield-halved","href":"/user-guides/compliance/find-and-read-checks"},{"title":"Read compliance guidance, evidence, and history","icon":"shield-halved","href":"/user-guides/compliance/read-evidence-and-history"},{"title":"Export the compliance check list","icon":"shield-halved","href":"/user-guides/compliance/export-checks"},{"title":"Review completed compliance assessments","icon":"clock-rotate-left","href":"/user-guides/compliance/view-check-history"}]},{"group":"Backup","pages":[{"title":"Backup","icon":"shield-halved","href":"/user-guides/backup/index"},{"title":"Read the Backup Dashboard","icon":"shield-halved","href":"/user-guides/backup/read-dashboard"},{"title":"Find device backups","icon":"shield-halved","href":"/user-guides/backup/find-device-backups"},{"title":"Read Microsoft 365 backups","icon":"shield-halved","href":"/user-guides/backup/read-microsoft-365-backups"},{"title":"Read Kaseya and Spanning backup health","icon":"shield-halved","href":"/user-guides/backup/read-saas-backup-health"},{"title":"Read backup activity and device details","icon":"shield-halved","href":"/user-guides/backup/read-backup-details"},{"title":"Review backup alerts","icon":"shield-halved","href":"/user-guides/backup/review-alerts"}]},{"group":"Security","pages":[{"title":"Security","icon":"shield-halved","href":"/user-guides/security/index"},{"title":"Read the Security Dashboard","icon":"shield-halved","href":"/user-guides/security/read-dashboard"},{"title":"Read Cork security compliance events","icon":"shield-halved","href":"/user-guides/security/read-cork-events"},{"title":"Find and read vulnerabilities","icon":"shield-halved","href":"/user-guides/security/read-vulnerabilities"},{"title":"Add security findings to Planner","icon":"shield-halved","href":"/user-guides/security/add-to-planner"},{"title":"Add Cork findings to a meeting agenda","icon":"shield-halved","href":"/user-guides/security/add-to-meeting"},{"title":"Read Huntress security items","icon":"shield-halved","href":"/user-guides/security/read-huntress"},{"title":"Security awareness training","icon":"shield-check","href":"/user-guides/training/security-awareness"},{"title":"Read security awareness learner status","icon":"user-shield","href":"/user-guides/training/read-awareness-status"},{"title":"Read a Breach Secure Now learner's risk details","icon":"user-shield","href":"/user-guides/training/read-bsn-risk"},{"title":"Read CyberHoot company summaries","icon":"shield-check","href":"/user-guides/security/read-cyberhoot-companies"},{"title":"Review HootPhish challenges","icon":"trophy","href":"/user-guides/security/read-hootphish-challenges"},{"title":"Read HootPhish participant results","icon":"users","href":"/user-guides/security/read-hootphish-participants"},{"title":"Find security endpoints","icon":"shield-halved","href":"/user-guides/security/find-endpoints"},{"title":"Read security endpoint details","icon":"shield-halved","href":"/user-guides/security/read-endpoint-details"},{"title":"Read Acronis EDR incidents","icon":"shield-halved","href":"/user-guides/security/read-edr-incidents"},{"title":"Follow up on EDR incidents","icon":"shield-halved","href":"/user-guides/security/follow-up-edr-incidents"}]},{"group":"Projects","pages":[{"title":"Projects","icon":"folder-open","href":"/user-guides/projects/index"},{"title":"Projects and Onboarding are coming together","icon":"diagram-project","href":"/user-guides/projects/upcoming-onboarding-changes"},{"title":"Find and open a project","icon":"folder-open","href":"/user-guides/projects/find-projects"},{"title":"Filter and sort projects","icon":"filter","href":"/user-guides/projects/filter-projects"},{"title":"Project Workspace","icon":"list-check","href":"/user-guides/projects/workspace"},{"title":"Project Documents","icon":"folder-open","href":"/user-guides/projects/documents"},{"title":"Project Forms","icon":"clipboard-list","href":"/user-guides/projects/forms"},{"title":"Read and filter project ticket Kanban","icon":"table-columns","href":"/user-guides/projects/read-ticket-kanban"},{"title":"Read a project schedule","icon":"calendar-days","href":"/user-guides/projects/read-project-schedule"},{"title":"Filter the project schedule","icon":"filter","href":"/user-guides/projects/filter-project-schedule"},{"title":"Read the project overview","icon":"file-lines","href":"/user-guides/projects/read-project-overview"},{"title":"Read project phases and tickets","icon":"layer-group","href":"/user-guides/projects/read-project-phases"},{"title":"Read project updates","icon":"message","href":"/user-guides/projects/read-project-updates"},{"title":"Read project milestones","icon":"calendar","href":"/user-guides/projects/read-project-timeline"},{"title":"Read deliverables and download project files","icon":"file-arrow-down","href":"/user-guides/projects/read-project-deliverables"},{"title":"Respond to project decisions and action items","icon":"list-check","href":"/user-guides/projects/respond-to-project-actions"}]},{"group":"Cloud","pages":[{"title":"Read cloud security posture","description":"Open company or portfolio posture, tell Microsoft and Google scores apart, and find the right detail view.","icon":"shield-check","href":"/user-guides/cloud/posture"},{"title":"Find and filter posture snapshots","icon":"filter","href":"/user-guides/cloud/find-posture"},{"title":"Understand Google posture checks","description":"Read Google check statuses, coverage and points, including missing-data limits and the MSP follow-up steps.","icon":"calculator","href":"/user-guides/cloud/google-posture-checks"},{"title":"Read Microsoft Secure Score","icon":"shield-check","href":"/user-guides/microsoft-365/index"},{"title":"Find and filter Secure Score controls","icon":"shield-check","href":"/user-guides/microsoft-365/find-secure-score-controls"},{"title":"Read a Secure Score control","icon":"shield-check","href":"/user-guides/microsoft-365/read-secure-score-control"},{"title":"Read Microsoft Current Posture","icon":"radar","href":"/user-guides/microsoft-365/posture"},{"title":"Find and read Current Posture findings","icon":"radar","href":"/user-guides/microsoft-365/find-posture-findings"},{"title":"Read cloud user accounts","icon":"users","href":"/user-guides/cloud/users"},{"title":"Find and filter cloud users","icon":"filter","href":"/user-guides/cloud/find-users"},{"title":"Export cloud users","icon":"file-csv","href":"/user-guides/cloud/export-users"},{"title":"Read cloud groups and members","icon":"user-group","href":"/user-guides/cloud/groups"},{"title":"Find and filter cloud groups","icon":"filter","href":"/user-guides/cloud/find-groups"},{"title":"Read cloud license usage","icon":"id-card","href":"/user-guides/cloud/licenses"},{"title":"Find, filter, and export licenses","icon":"filter","href":"/user-guides/cloud/filter-licenses"},{"title":"View license assignments and combinations","icon":"users","href":"/user-guides/cloud/view-license-assignments"},{"title":"Read cloud and registrar domains","icon":"globe","href":"/user-guides/cloud/domains"},{"title":"Find and export domains","icon":"filter","href":"/user-guides/cloud/filter-domains"},{"title":"Review domain renewal information","icon":"calendar","href":"/user-guides/cloud/review-domain-renewals"}]},{"group":"Budgets","pages":[{"title":"Find and open a budget","icon":"magnifying-glass","href":"/user-guides/budgets/find-budgets"},{"title":"Create and edit a company budget","icon":"calculator","href":"/user-guides/budgets/create-and-edit-budgets"},{"title":"Duplicate a budget","icon":"copy","href":"/user-guides/budgets/duplicate-budget"},{"title":"Delete unwanted draft budgets","icon":"trash-can","href":"/user-guides/budgets/delete-budgets"},{"title":"Add and edit budget line items","icon":"list","href":"/user-guides/budgets/edit-line-items"},{"title":"Import budget line items from Excel","icon":"file-excel","href":"/user-guides/budgets/import-excel"},{"title":"Copy recurring costs from an earlier budget","icon":"clock-rotate-left","href":"/user-guides/budgets/import-previous-year"},{"title":"Add Planner, goal and product costs to a budget","icon":"list-check","href":"/user-guides/budgets/import-planning-and-products"},{"title":"Add Microsoft 365 licensing costs to a budget","icon":"key","href":"/user-guides/budgets/import-microsoft-365-licensing"},{"title":"Read and adjust a company budget forecast","icon":"chart-line","href":"/user-guides/budgets/read-budget-forecast"},{"title":"Sync a forecast from budgets or Planner","icon":"arrows-rotate","href":"/user-guides/budgets/sync-budget-forecast"},{"title":"Read a budget overview","icon":"calculator","href":"/user-guides/budgets/read-budget"},{"title":"Arrange budget sections","icon":"arrow-down-wide-short","href":"/user-guides/budgets/arrange-budget-sections"},{"title":"Download or print a budget","icon":"file-export","href":"/user-guides/budgets/export-and-print-budgets"},{"title":"Read a budget monthly breakdown","icon":"calendar-days","href":"/user-guides/budgets/read-monthly-breakdown"},{"title":"Adjust a budget amount for one month","icon":"calendar-pen","href":"/user-guides/budgets/edit-monthly-overrides"},{"title":"Approve and Lock a Budget","icon":"lock","href":"/user-guides/budgets/approving-and-locking-budgets"},{"title":"Track Budget Actuals","icon":"chart-line","href":"/user-guides/budgets/tracking-budget-actuals"},{"title":"Resolve Actuals Exceptions","icon":"list-check","href":"/user-guides/budgets/resolving-actuals-exceptions"},{"title":"Find and understand budget products","icon":"box","href":"/user-guides/budgets/read-product-catalog"},{"title":"Create and edit budget products","icon":"box","href":"/user-guides/budgets/manage-products"},{"title":"Bulk edit and delete budget products","icon":"box","href":"/user-guides/budgets/bulk-edit-products"},{"title":"Create budget products from Planner","icon":"box","href":"/user-guides/budgets/import-products-from-planner"}]},{"group":"Dashboards","pages":[{"title":"Read and filter a dashboard","icon":"chart-mixed","href":"/user-guides/dashboards/read-a-dashboard"},{"title":"Understand dashboard exclusions","icon":"filter","href":"/user-guides/dashboards/understand-dashboard-exclusions"},{"title":"Open an external dashboard","icon":"chart-mixed","href":"/user-guides/dashboards/open-external-dashboard"},{"title":"Inspect tickets behind dashboard metrics","icon":"chart-mixed","href":"/user-guides/dashboards/inspect-dashboard-tickets"},{"title":"Export a dashboard to PDF","icon":"chart-mixed","href":"/user-guides/dashboards/export-dashboard"}]}]},{"tab":"MSP Guides","groups":[{"group":"Getting Started","pages":[{"title":"MSP guides","icon":"book-open","href":"/user-guides/getting-started"},{"title":"Quick start for MSP staff","icon":"book-open","href":"/user-guides/getting-started/quick-start"},{"title":"Work through your portal launch plan","icon":"rocket","href":"/user-guides/getting-started/launch-center"},{"group":"Navigation and access","expanded":false,"pages":[{"title":"How data moves through MSPortal","icon":"diagram-project","href":"/user-guides/getting-started/data-flow"},{"title":"Find pages and records with Search","icon":"magnifying-glass","href":"/user-guides/getting-started/universal-search"},{"title":"Customize the sidebar","icon":"book-open","href":"/user-guides/getting-started/customizing-the-sidebar"},{"title":"Use keyboard shortcuts","icon":"keyboard","href":"/user-guides/getting-started/keyboard-shortcuts"},{"title":"How to Create a New User Role","icon":"shield-halved","href":"/user-guides/getting-started/how-to-create-a-new-user-role"},{"title":"Control what Company users can see","icon":"eye-slash","href":"/user-guides/getting-started/hiding-items-from-clients"}]},{"group":"MSP Setup Playbook","expanded":false,"pages":[{"title":"MSP setup playbook","sidebarTitle":"MSP setup playbook","icon":"rocket","href":"/user-guides/getting-started/onboarding/index"},{"title":"Tenant details","sidebarTitle":"Tenant details","icon":"building","href":"/user-guides/getting-started/onboarding/tenant-details"},{"title":"Support identity and AI settings","sidebarTitle":"Support identity and AI settings","icon":"sparkles","href":"/user-guides/getting-started/onboarding/ai-settings"},{"title":"Portal branding","sidebarTitle":"Portal branding","icon":"palette","href":"/user-guides/getting-started/onboarding/branding"},{"title":"Staff access groups","sidebarTitle":"Staff access groups","icon":"users","href":"/user-guides/getting-started/onboarding/tenant-roles"},{"title":"Company access groups","sidebarTitle":"Company access groups","icon":"shield","href":"/user-guides/getting-started/onboarding/company-permission-groups"},{"title":"Account teams and Team Roles","sidebarTitle":"Account teams and Team Roles","icon":"user-cog","href":"/user-guides/getting-started/onboarding/company-roles"},{"title":"Choose launch integrations","sidebarTitle":"Choose launch integrations","icon":"puzzle-piece","href":"/user-guides/getting-started/onboarding/integration-selection"},{"title":"PSA connection","sidebarTitle":"PSA connection","icon":"ticket","href":"/user-guides/getting-started/onboarding/psa-setup"},{"title":"Prepare client ticketing","sidebarTitle":"Prepare client ticketing","icon":"sliders","href":"/user-guides/getting-started/onboarding/ticket-settings"},{"title":"RMM connection","sidebarTitle":"RMM connection","icon":"desktop","href":"/user-guides/getting-started/onboarding/rmm-setup"},{"title":"Import rollout devices","sidebarTitle":"Import rollout devices","icon":"server","href":"/user-guides/getting-started/onboarding/device-import"},{"title":"Set up a sending domain","sidebarTitle":"Set up a sending domain","icon":"envelope","href":"/user-guides/getting-started/onboarding/email-domain"},{"title":"Prepare training for launch","sidebarTitle":"Prepare training for launch","icon":"graduation-cap","href":"/user-guides/getting-started/onboarding/training"},{"title":"Review billing before launch","sidebarTitle":"Review billing before launch","icon":"credit-card","href":"/user-guides/getting-started/onboarding/billing"},{"title":"Connect rollout companies to Microsoft 365","sidebarTitle":"Connect rollout companies to Microsoft 365","icon":"cloud","href":"/user-guides/getting-started/onboarding/company-m365"},{"title":"Prepare Company users","sidebarTitle":"Prepare Company users","icon":"users","href":"/user-guides/getting-started/onboarding/company-users"}]},{"group":"Your account","expanded":false,"pages":[{"title":"Manage your profile and email preferences","icon":"user-gear","href":"/msp-guides/account/manage-your-profile"},{"title":"Understand your role and company access","icon":"shield-halved","href":"/msp-guides/account/understand-your-access"},{"title":"Arrange your personal sidebar","icon":"table-columns","href":"/msp-guides/account/arrange-your-sidebar"},{"title":"Tasks and notes","icon":"list-check","href":"/user-guides/tasks/index"},{"title":"Import and add linked tasks","icon":"file-import","href":"/user-guides/tasks/import-tasks"},{"title":"Notes and AI task suggestions","icon":"notebook-pen","href":"/user-guides/tasks/notes"}]},{"group":"AI and MCP","expanded":false,"pages":[{"title":"AI Assistant","icon":"sparkles","href":"/user-guides/ai-assistant/index"},{"title":"Use the Home AI Assistant","icon":"sparkles","href":"/msp-guides/ai-assistant/use-home-assistant"},{"title":"MCP Server","icon":"plug","href":"/user-guides/mcp-server/index"},{"title":"Connect GitHub Copilot","icon":"github","href":"/user-guides/mcp-server/github-copilot"},{"title":"MCP Tools Reference","icon":"screwdriver-wrench","href":"/user-guides/mcp-server/tools-reference"}]}]},{"group":"Service Delivery","pages":[{"group":"Client Onboarding","expanded":false,"pages":[{"title":"Client Onboarding","icon":"clipboard-check","href":"/user-guides/client-onboarding/index"},{"title":"Open your onboarding portal","icon":"door-open","href":"/user-guides/client-onboarding/open-your-onboarding"},{"title":"Complete onboarding tasks and forms","icon":"list-check","href":"/user-guides/client-onboarding/complete-tasks-and-forms"},{"title":"Upload onboarding documents and secure files","icon":"file-arrow-up","href":"/user-guides/client-onboarding/upload-files"},{"title":"Hand over credentials during onboarding","icon":"key","href":"/user-guides/client-onboarding/hand-over-credentials"},{"title":"Review onboarding approvals and sign documents","icon":"signature","href":"/user-guides/client-onboarding/review-and-sign"},{"title":"Use onboarding meetings, training, surveys, and reference pages","icon":"clipboard-list","href":"/user-guides/client-onboarding/meetings-training-and-surveys"},{"title":"Quick Start","icon":"rocket","href":"/user-guides/client-onboarding/quick-start"},{"title":"Onboarding Templates","icon":"copy","href":"/user-guides/client-onboarding/templates"},{"title":"Client Pages","icon":"book-open","href":"/user-guides/client-onboarding/pages"},{"title":"Onboarding Forms","icon":"clipboard-list","href":"/user-guides/client-onboarding/forms"},{"title":"Managing Portals","icon":"bars-progress","href":"/user-guides/client-onboarding/managing-portals"},{"title":"Link an onboarding template task to a Standard","icon":"link","href":"/user-guides/client-onboarding/link-task-to-standard"},{"title":"Retrieve onboarding credentials and secure files","icon":"shield-halved","href":"/user-guides/client-onboarding/retrieve-secure-submissions"},{"title":"Custom Dates and Countdowns","icon":"stopwatch","href":"/user-guides/client-onboarding/custom-dates"},{"title":"Understand the client onboarding portal","icon":"browser","href":"/user-guides/client-onboarding/client-portal"}]},{"group":"Training","expanded":false,"pages":[{"title":"Training","icon":"graduation-cap","href":"/user-guides/training/index"},{"title":"Find and enroll in a training course","icon":"book-open","href":"/user-guides/training/find-and-enroll"},{"title":"Take a course and track progress","icon":"graduation-cap","href":"/user-guides/training/take-a-course"},{"title":"View and share a training certificate","icon":"award","href":"/user-guides/training/certificates"},{"title":"Enable training for companies and users","icon":"graduation-cap","href":"/user-guides/training/enabling-training"},{"title":"Manage learning paths","icon":"route","href":"/user-guides/training/learning-paths"},{"title":"Security awareness training","icon":"shield-check","href":"/user-guides/training/security-awareness"},{"title":"Read security awareness learner status","icon":"user-shield","href":"/user-guides/training/read-awareness-status"},{"title":"Read a Breach Secure Now learner's risk details","icon":"user-shield","href":"/user-guides/training/read-bsn-risk"},{"title":"Open your Huntress training","icon":"shield-check","href":"/user-guides/training/open-huntress-training"},{"title":"Find Huntress training assignments","icon":"graduation-cap","href":"/user-guides/training/read-huntress-assignments"},{"title":"Read a Huntress curriculum and preview episodes","icon":"book-open","href":"/user-guides/training/read-huntress-curriculum"}]},{"group":"Cloud","expanded":false,"pages":[{"title":"Cloud overview","icon":"cloud","href":"/user-guides/cloud/index"},{"title":"Read cloud security posture","description":"Open company or portfolio posture, tell Microsoft and Google scores apart, and find the right detail view.","icon":"shield-check","href":"/user-guides/cloud/posture"},{"title":"Find and filter posture snapshots","icon":"filter","href":"/user-guides/cloud/find-posture"},{"title":"Understand Google posture checks","description":"Read Google check statuses, coverage and points, including missing-data limits and the MSP follow-up steps.","icon":"calculator","href":"/user-guides/cloud/google-posture-checks"},{"title":"Read cloud user accounts","icon":"users","href":"/user-guides/cloud/users"},{"title":"Find and filter cloud users","icon":"filter","href":"/user-guides/cloud/find-users"},{"title":"Export cloud users","icon":"file-csv","href":"/user-guides/cloud/export-users"},{"title":"Read cloud groups and members","icon":"user-group","href":"/user-guides/cloud/groups"},{"title":"Find and filter cloud groups","icon":"filter","href":"/user-guides/cloud/find-groups"},{"title":"Manage client group visibility","icon":"eye-slash","href":"/user-guides/cloud/manage-group-visibility"},{"title":"Read cloud license usage","icon":"id-card","href":"/user-guides/cloud/licenses"},{"title":"Find, filter, and export licenses","icon":"filter","href":"/user-guides/cloud/filter-licenses"},{"title":"View license assignments and combinations","icon":"users","href":"/user-guides/cloud/view-license-assignments"},{"title":"Read cloud and registrar domains","icon":"globe","href":"/user-guides/cloud/domains"},{"title":"Find and export domains","icon":"filter","href":"/user-guides/cloud/filter-domains"},{"title":"Review domain renewal information","icon":"calendar","href":"/user-guides/cloud/review-domain-renewals"}]},{"group":"Microsoft 365","expanded":false,"pages":[{"title":"Read Microsoft Secure Score","icon":"shield-check","href":"/user-guides/microsoft-365/index"},{"title":"Find and filter Secure Score controls","icon":"shield-check","href":"/user-guides/microsoft-365/find-secure-score-controls"},{"title":"Read a Secure Score control","icon":"shield-check","href":"/user-guides/microsoft-365/read-secure-score-control"},{"title":"Export Secure Score controls","icon":"shield-check","href":"/user-guides/microsoft-365/export-secure-score"},{"title":"Plan work from Secure Score","icon":"list-check","href":"/user-guides/microsoft-365/plan-secure-score-work"},{"title":"Read Microsoft Current Posture","icon":"radar","href":"/user-guides/microsoft-365/posture"},{"title":"Find and read Current Posture findings","icon":"radar","href":"/user-guides/microsoft-365/find-posture-findings"},{"title":"Review and reopen Current Posture findings","icon":"radar","href":"/user-guides/microsoft-365/review-posture-findings"},{"title":"Connecting Companies to Microsoft 365","icon":"plug","href":"/user-guides/microsoft-365/connecting-companies"},{"title":"Microsoft 365 users","icon":"users","href":"/user-guides/microsoft-365/users"},{"title":"Microsoft 365 licenses","icon":"id-card","href":"/user-guides/microsoft-365/licenses"},{"title":"Microsoft 365 domains","icon":"globe","href":"/user-guides/microsoft-365/domains"}]},{"group":"Ticketing","expanded":false,"pages":[{"title":"Tickets","icon":"ticket","href":"/user-guides/ticketing/index"},{"title":"How to open a ticket","icon":"ticket","href":"/msp-guides/ticketing/open-a-ticket"},{"title":"Find and follow up on a ticket","icon":"comments","href":"/msp-guides/ticketing/follow-up-on-a-ticket"},{"title":"Time ticket work with a timer","icon":"stopwatch","href":"/user-guides/ticketing/time-work-with-timers"},{"title":"How to Create a Ticket Template","icon":"file-lines","href":"/user-guides/ticketing/how-to-create-a-ticket-template"},{"title":"Create a ticket with AI assistance","icon":"wand-magic-sparkles","href":"/msp-guides/ticketing/open-a-ticket-with-ai"},{"title":"Change Management","icon":"shield-check","href":"/user-guides/ticketing/change-management"},{"title":"Ticket approval chains","icon":"list-check","href":"/user-guides/ticketing/ticket-approval-chains"},{"title":"Flow Webhook Recipient","icon":"webhook","href":"/user-guides/ticketing/flow-webhook-recipient"},{"title":"Understand your available request templates","icon":"file-lines","href":"/msp-guides/ticketing/understand-request-templates"},{"title":"Create and preview a ticket template","icon":"file-lines","href":"/user-guides/ticketing/create-and-preview-ticket-template"}]},{"group":"Compliance","expanded":false,"pages":[{"title":"Compliance","icon":"shield-halved","href":"/user-guides/compliance/index"},{"title":"Find compliance checks and understand results","icon":"shield-halved","href":"/user-guides/compliance/find-and-read-checks"},{"title":"Read compliance guidance, evidence, and history","icon":"shield-halved","href":"/user-guides/compliance/read-evidence-and-history"},{"title":"Export the compliance check list","icon":"shield-halved","href":"/user-guides/compliance/export-checks"},{"title":"Compliance AI","icon":"sparkles","href":"/user-guides/compliance/compliance-ai"},{"title":"Risk Management","icon":"shield-halved","href":"/user-guides/compliance/risk-management"},{"title":"Liongard Compliance Metrics","icon":"gauge-high","href":"/user-guides/compliance/liongard-metrics"},{"title":"Adding CIS Benchmarks","icon":"book","href":"/user-guides/compliance/adding-cis-benchmarks"},{"title":"Add NIS2 playbooks","icon":"book","href":"/user-guides/compliance/adding-nis2-playbooks"},{"title":"Review completed compliance assessments","icon":"clock-rotate-left","href":"/user-guides/compliance/view-check-history"}]},{"group":"Playbooks","expanded":false,"pages":[{"title":"Use playbooks to prepare compliance reviews","icon":"book","href":"/user-guides/playbooks/index"}]},{"group":"Projects","expanded":false,"pages":[{"title":"Projects","icon":"folder-open","href":"/user-guides/projects/index"},{"title":"Projects and Onboarding are coming together","icon":"diagram-project","href":"/user-guides/projects/upcoming-onboarding-changes"},{"title":"Find and open a project","icon":"folder-open","href":"/user-guides/projects/find-projects"},{"title":"Filter and sort projects","icon":"filter","href":"/user-guides/projects/filter-projects"},{"title":"Native Projects: Start to Finish","icon":"folder-open","href":"/user-guides/projects/native-projects"},{"title":"Project Templates","icon":"layer-group","href":"/user-guides/projects/templates"},{"title":"Project AI, MCP, and Client Reviews","icon":"sparkles","href":"/user-guides/projects/ai-and-client-reviews"},{"title":"Project Workspace","icon":"list-check","href":"/user-guides/projects/workspace"},{"title":"Read and filter project ticket Kanban","icon":"table-columns","href":"/user-guides/projects/read-ticket-kanban"},{"title":"Read a project schedule","icon":"calendar-days","href":"/user-guides/projects/read-project-schedule"},{"title":"Filter the project schedule","icon":"filter","href":"/user-guides/projects/filter-project-schedule"},{"title":"Dispatch project work","icon":"calendar-clock","href":"/user-guides/projects/dispatch-board"},{"title":"Read the project overview","icon":"file-lines","href":"/user-guides/projects/read-project-overview"},{"title":"Read project phases and tickets","icon":"layer-group","href":"/user-guides/projects/read-project-phases"},{"title":"Use phase and ticket action menus","icon":"ellipsis","href":"/user-guides/projects/use-phase-ticket-actions"},{"title":"Project Team and Onboarding Contacts","icon":"users","href":"/user-guides/projects/read-project-team"},{"title":"Edit the project goal and description","icon":"pen-to-square","href":"/user-guides/projects/edit-project-details"},{"title":"Manage project contacts and the client sponsor","icon":"address-book","href":"/user-guides/projects/manage-project-contacts"},{"title":"Read project updates","icon":"message","href":"/user-guides/projects/read-project-updates"},{"title":"Read project milestones","icon":"calendar","href":"/user-guides/projects/read-project-timeline"},{"title":"Read deliverables and download project files","icon":"file-arrow-down","href":"/user-guides/projects/read-project-deliverables"},{"title":"Create and manage project deliverables","icon":"list-check","href":"/user-guides/projects/manage-project-deliverables"},{"title":"Upload and share deliverable documents","icon":"file-arrow-up","href":"/user-guides/projects/manage-deliverable-documents"},{"title":"Write and share project updates","icon":"pen-to-square","href":"/user-guides/projects/write-project-updates"},{"title":"Create and manage project milestones","icon":"flag-checkered","href":"/user-guides/projects/manage-project-milestones"},{"title":"Project Calendar","icon":"calendar","href":"/user-guides/projects/calendar"},{"title":"Respond to project decisions and action items","icon":"list-check","href":"/user-guides/projects/respond-to-project-actions"},{"title":"Create and manage project decisions and action items","icon":"clipboard-list","href":"/user-guides/projects/manage-project-actions"},{"title":"Export a project to Excel","icon":"file-spreadsheet","href":"/user-guides/projects/export-project-to-excel"}]},{"group":"Dashboards","expanded":false,"pages":[{"title":"Dashboards","icon":"chart-mixed","href":"/user-guides/dashboards/index"},{"title":"Read and filter a dashboard","icon":"chart-mixed","href":"/user-guides/dashboards/read-a-dashboard"},{"title":"Understand dashboard exclusions","icon":"filter","href":"/user-guides/dashboards/understand-dashboard-exclusions"},{"title":"Open an external dashboard","icon":"chart-mixed","href":"/user-guides/dashboards/open-external-dashboard"},{"title":"Inspect tickets behind dashboard metrics","icon":"chart-mixed","href":"/user-guides/dashboards/inspect-dashboard-tickets"},{"title":"Export a dashboard to PDF","icon":"chart-mixed","href":"/user-guides/dashboards/export-dashboard"},{"title":"Create and edit a dashboard","icon":"chart-mixed","href":"/user-guides/dashboards/create-and-edit-dashboard"},{"title":"Manage dashboard settings and access","icon":"sliders","href":"/user-guides/dashboards/manage-dashboard-settings"},{"title":"Configure external dashboards","icon":"chart-mixed","href":"/user-guides/dashboards/configure-external-dashboards"},{"title":"Assign external dashboard URLs to companies","icon":"chart-mixed","href":"/user-guides/dashboards/assign-external-dashboard-company-urls"},{"title":"Configure dashboard exclusions","icon":"filter","href":"/user-guides/dashboards/configure-dashboard-exclusions"}]},{"group":"Documentation","expanded":false,"pages":[{"title":"Documentation","icon":"book","href":"/user-guides/documentation/index"},{"title":"Find and read shared documents","icon":"file-lines","href":"/user-guides/documentation/find-shared-documents"},{"title":"Use the Documentation Hub","icon":"grid-2","href":"/user-guides/documentation/resource-hub"},{"title":"Use shared passwords","icon":"key","href":"/user-guides/documentation/shared-passwords"},{"title":"View shared IT records and procedures","icon":"server","href":"/user-guides/documentation/view-it-records"},{"title":"Create and maintain portal documents","icon":"file-pen","href":"/user-guides/documentation/create-portal-documents"},{"title":"Add files and links to the Documentation Hub","icon":"grid-2","href":"/user-guides/documentation/add-files-and-links-to-hub"},{"title":"Suggest related guides on new tickets","icon":"book-open","href":"/user-guides/documentation/related-guides"}]},{"group":"Devices","expanded":false,"pages":[{"title":"Devices","icon":"computer","href":"/user-guides/devices/index"},{"title":"Find and export your devices","icon":"laptop","href":"/user-guides/devices/find-devices"},{"title":"Understand device details","icon":"computer","href":"/user-guides/devices/understand-device-details"},{"title":"Add and edit device records","icon":"laptop-medical","href":"/user-guides/devices/add-and-edit-devices"},{"title":"View networks and configurations","icon":"network-wired","href":"/user-guides/devices/view-networks-and-configurations"},{"title":"Track installed software","icon":"box-open","href":"/user-guides/devices/track-software"},{"title":"Find a Device by Its Approximate IP Location","icon":"location-dot","href":"/user-guides/devices/ip-location"},{"title":"Understand Device IP Location Results","icon":"map-location-dot","href":"/user-guides/devices/ip-location-accuracy-and-privacy"}]},{"group":"Backup","expanded":false,"pages":[{"title":"Backup","icon":"shield-halved","href":"/user-guides/backup/index"},{"title":"Read the Backup Dashboard","icon":"shield-halved","href":"/user-guides/backup/read-dashboard"},{"title":"Find device backups","icon":"shield-halved","href":"/user-guides/backup/find-device-backups"},{"title":"Read Microsoft 365 backups","icon":"shield-halved","href":"/user-guides/backup/read-microsoft-365-backups"},{"title":"Read Kaseya and Spanning backup health","icon":"shield-halved","href":"/user-guides/backup/read-saas-backup-health"},{"title":"Read backup activity and device details","icon":"shield-halved","href":"/user-guides/backup/read-backup-details"},{"title":"Review backup alerts","icon":"shield-halved","href":"/user-guides/backup/review-alerts"}]},{"group":"Security","expanded":false,"pages":[{"title":"Security","icon":"shield-halved","href":"/user-guides/security/index"},{"title":"Read the Security Dashboard","icon":"shield-halved","href":"/user-guides/security/read-dashboard"},{"title":"Read Cork security compliance events","icon":"shield-halved","href":"/user-guides/security/read-cork-events"},{"title":"Find and read vulnerabilities","icon":"shield-halved","href":"/user-guides/security/read-vulnerabilities"},{"title":"Add security findings to Planner","icon":"shield-halved","href":"/user-guides/security/add-to-planner"},{"title":"Add Cork findings to a meeting agenda","icon":"shield-halved","href":"/user-guides/security/add-to-meeting"},{"title":"Read Huntress security items","icon":"shield-halved","href":"/user-guides/security/read-huntress"},{"title":"Find security endpoints","icon":"shield-halved","href":"/user-guides/security/find-endpoints"},{"title":"Read security endpoint details","icon":"shield-halved","href":"/user-guides/security/read-endpoint-details"},{"title":"Read Acronis EDR incidents","icon":"shield-halved","href":"/user-guides/security/read-edr-incidents"},{"title":"Follow up on EDR incidents","icon":"shield-halved","href":"/user-guides/security/follow-up-edr-incidents"},{"title":"Read CyberHoot company summaries","icon":"shield-check","href":"/user-guides/security/read-cyberhoot-companies"},{"title":"Review HootPhish challenges","icon":"trophy","href":"/user-guides/security/read-hootphish-challenges"},{"title":"Read HootPhish participant results","icon":"users","href":"/user-guides/security/read-hootphish-participants"}]},{"group":"Reporting","expanded":false,"pages":[{"title":"Reporting","icon":"chart-pie","href":"/user-guides/reporting/index"},{"title":"Design reporting blocks with AI","icon":"wand-magic-sparkles","href":"/user-guides/reporting/design-ai-blocks"},{"title":"Present reports as slides","icon":"presentation-screen","href":"/user-guides/reporting/present-reports"},{"title":"Design custom reporting blocks","icon":"chart-column","href":"/user-guides/reporting/custom-blocks"},{"title":"Edit a report presentation","icon":"presentation-screen","href":"/user-guides/reporting/edit-presentation"},{"title":"Reports Imports","icon":"inbox","href":"/user-guides/reporting/email-imports"}]},{"group":"Licensing","expanded":false,"pages":[{"title":"Licensing","icon":"key","href":"/user-guides/licensing/index"},{"title":"Set Up Pax8 for Subscriptions and Storefront","icon":"plug","href":"/user-guides/licensing/setup"}]},{"group":"Storefront","expanded":false,"pages":[{"title":"Storefront","icon":"store","href":"/user-guides/storefront/index"},{"title":"Review your subscriptions","icon":"layer-group","href":"/user-guides/storefront/view-subscriptions"},{"title":"Review Azure usage","icon":"cloud","href":"/user-guides/storefront/view-azure-usage"}]}]},{"group":"Overview \u0026 Planning","pages":[{"group":"Company Overview","expanded":false,"pages":[{"title":"Company overview","icon":"buildings","href":"/user-guides/company-overview/index"},{"title":"Read the Company overview","icon":"chart-simple","href":"/user-guides/company-overview/read-company-overview"}]},{"group":"Calendar","expanded":false,"pages":[{"title":"Calendar","icon":"calendar","href":"/user-guides/calendar/index"},{"title":"Find events in Calendar","icon":"calendar","href":"/user-guides/calendar/find-calendar-events"},{"title":"Filter Calendar events and layers","icon":"calendar","href":"/user-guides/calendar/filter-calendar-events"},{"title":"Find your upcoming and past meetings","icon":"calendar-check","href":"/user-guides/calendar/find-my-meetings"},{"title":"Find meetings in List View","icon":"list","href":"/user-guides/calendar/find-meetings-list"},{"title":"Read a meeting workspace","icon":"calendar-check","href":"/user-guides/calendar/read-meeting-workspace"},{"title":"Read meeting agenda items and linked records","icon":"list-check","href":"/user-guides/calendar/read-meeting-agenda"},{"title":"Recurring Meeting Booking","icon":"calendar-check","href":"/user-guides/calendar/recurring-meeting-booking"},{"title":"Meeting Pages","icon":"calendar-check","href":"/user-guides/calendar/meetings"},{"title":"Present and navigate a meeting agenda","icon":"presentation-screen","href":"/user-guides/calendar/presenting"},{"title":"Meeting summaries and wrap-up","icon":"envelope","href":"/user-guides/calendar/meeting-summaries"},{"title":"Configure Calendar defaults and work hours","icon":"calendar-days","href":"/user-guides/calendar/configure-calendar-defaults"},{"title":"Create and manage Calendar freeze windows","icon":"snowflake","href":"/user-guides/calendar/manage-freeze-windows"},{"title":"Understand Calendar freeze windows","icon":"snowflake","href":"/user-guides/calendar/understand-change-freezes"},{"title":"Configure the post-meeting workflow","icon":"sliders","href":"/user-guides/calendar/configure-post-meeting"},{"title":"Manage internal meeting survey questions","icon":"clipboard-question","href":"/user-guides/calendar/manage-meeting-survey-questions"},{"title":"Draft and send a meeting summary","icon":"envelope","href":"/user-guides/calendar/send-meeting-summary"},{"title":"Complete the internal meeting survey","icon":"clipboard-question","href":"/user-guides/calendar/complete-meeting-survey"},{"title":"Add and manage a meeting transcript","icon":"file-lines","href":"/user-guides/calendar/add-meeting-transcript"},{"title":"Account Notes and QBR Log","icon":"clipboard-list","href":"/user-guides/calendar/account-notes"},{"title":"Find and read account notes","icon":"clipboard-list","href":"/user-guides/calendar/read-account-notes"},{"title":"Create and update account notes","icon":"pen-to-square","href":"/user-guides/calendar/write-account-notes"}]},{"group":"Surveys","expanded":false,"pages":[{"title":"Surveys","icon":"chart-bar","href":"/user-guides/surveys/index"},{"title":"Complete a questionnaire","icon":"clipboard-question","href":"/user-guides/surveys/complete-a-survey"},{"title":"Respond to an NPS survey","icon":"star","href":"/user-guides/surveys/respond-to-nps"},{"title":"Rate a support experience","icon":"comment-smile","href":"/user-guides/surveys/rate-your-support"},{"title":"Find surveys and read questionnaire results","icon":"clipboard-list","href":"/user-guides/surveys/view-survey-results"},{"title":"Share a survey link","icon":"link","href":"/user-guides/surveys/share-a-survey-link"},{"title":"Read NPS analytics","icon":"chart-column","href":"/user-guides/surveys/read-nps-analytics"},{"title":"Read and export support satisfaction feedback","icon":"face-smile","href":"/user-guides/surveys/read-csat-feedback"},{"title":"Review low CSAT ratings","icon":"list-check","href":"/user-guides/surveys/review-low-csat-ratings"}]},{"group":"Goals","expanded":false,"pages":[{"title":"Goals and objectives","icon":"bullseye","href":"/user-guides/goals/index"},{"title":"Find and read goals","icon":"bullseye","href":"/user-guides/goals/read-goals"},{"title":"Create or update a goal","icon":"bullseye","href":"/user-guides/goals/create-and-update-goals"},{"title":"Update several goals or delete a goal","icon":"bullseye","href":"/user-guides/goals/bulk-update-and-delete"},{"title":"Connect goals to Planner and meetings","icon":"bullseye","href":"/user-guides/goals/link-to-planner-and-meetings"}]},{"group":"Notifications","expanded":false,"pages":[{"title":"Notifications","icon":"bell","href":"/user-guides/notifications/index"},{"title":"Read and manage notifications","icon":"bell","href":"/user-guides/notifications/read-notifications"},{"title":"Review automation approvals","icon":"check-to-slot","href":"/user-guides/notifications/review-approvals"}]},{"group":"Broadcasts","expanded":false,"pages":[{"title":"Broadcasts","icon":"tower-broadcast","href":"/user-guides/broadcasts/index"}]},{"group":"Planner","expanded":false,"pages":[{"title":"Planner","icon":"calendar-days","href":"/user-guides/planner/index"},{"title":"Read the Planner timeline","icon":"calendar-days","href":"/user-guides/planner/read-timeline"},{"title":"Filter the Planner timeline","icon":"filter","href":"/user-guides/planner/filter-timeline"},{"title":"Find Planner items in List View","icon":"list","href":"/user-guides/planner/find-planner-items"},{"title":"Find archived Planner work","icon":"box-archive","href":"/user-guides/planner/find-archived-items"},{"title":"Archive, restore or delete Planner items","icon":"box-archive","href":"/user-guides/planner/archive-restore-delete"},{"title":"Update several Planner items","icon":"box-archive","href":"/user-guides/planner/update-multiple-items"},{"title":"Read a Planner item","icon":"clipboard-list","href":"/user-guides/planner/read-item-details"},{"title":"Understand Planner types and budget categories","icon":"layer-group","href":"/user-guides/planner/understand-types"},{"title":"Manage Planner types and defaults","icon":"layer-group","href":"/user-guides/planner/manage-types"},{"title":"Delete or reassign Planner types","icon":"trash-can","href":"/user-guides/planner/retire-types"},{"title":"Open records linked to Planner work","icon":"link","href":"/user-guides/planner/read-linked-records"},{"title":"Ask Planner AI about planned work","icon":"sparkles","href":"/user-guides/planner/ask-planner-ai"},{"title":"Draft or change Planner items with AI","icon":"sparkles","href":"/user-guides/planner/draft-item-with-ai"},{"title":"Import PSA opportunities into Planner","icon":"file-import","href":"/user-guides/planner/import-opportunities"},{"title":"Understand PSA-linked Planner work","icon":"file-import","href":"/user-guides/planner/understand-psa-linked-items"},{"title":"Understand Standards work in Planner","icon":"list-check","href":"/user-guides/planner/understand-standards-items"},{"title":"Read and manage Planner files","icon":"paperclip","href":"/user-guides/planner/manage-files"},{"title":"Plan costs and hours","icon":"calculator","href":"/user-guides/planner/plan-costs-and-hours"},{"title":"Create and edit Planner items","icon":"pen-to-square","href":"/user-guides/planner/create-and-edit-items"},{"title":"Link supporting records to Planner items","icon":"link","href":"/user-guides/planner/link-supporting-records"},{"title":"Create and manage Planner templates","icon":"clone","href":"/user-guides/planner/manage-templates"},{"title":"Apply a template to a Planner item","icon":"list-check","href":"/user-guides/planner/apply-template-to-item"},{"title":"Create Planner items for multiple companies","icon":"buildings","href":"/user-guides/planner/apply-templates-to-companies"},{"title":"Read and export Planner Analytics","icon":"chart-simple","href":"/user-guides/planner/read-analytics"},{"title":"Understand Planner Analytics charts","icon":"chart-pie","href":"/user-guides/planner/understand-analytics-charts"}]},{"group":"Budgets","expanded":false,"pages":[{"title":"Budgets","icon":"calculator","href":"/user-guides/budgets/index"},{"title":"Create and edit a company budget","icon":"calculator","href":"/user-guides/budgets/create-and-edit-budgets"},{"title":"Duplicate a budget","icon":"copy","href":"/user-guides/budgets/duplicate-budget"},{"title":"Delete unwanted draft budgets","icon":"trash-can","href":"/user-guides/budgets/delete-budgets"},{"title":"Add and edit budget line items","icon":"list","href":"/user-guides/budgets/edit-line-items"},{"title":"Import budget line items from Excel","icon":"file-excel","href":"/user-guides/budgets/import-excel"},{"title":"Copy recurring costs from an earlier budget","icon":"clock-rotate-left","href":"/user-guides/budgets/import-previous-year"},{"title":"Add Planner, goal and product costs to a budget","icon":"list-check","href":"/user-guides/budgets/import-planning-and-products"},{"title":"Add Microsoft 365 licensing costs to a budget","icon":"key","href":"/user-guides/budgets/import-microsoft-365-licensing"},{"title":"Read and adjust a company budget forecast","icon":"chart-line","href":"/user-guides/budgets/read-budget-forecast"},{"title":"Sync a forecast from budgets or Planner","icon":"arrows-rotate","href":"/user-guides/budgets/sync-budget-forecast"},{"title":"Find and open a budget","icon":"magnifying-glass","href":"/user-guides/budgets/find-budgets"},{"title":"Read a budget overview","icon":"calculator","href":"/user-guides/budgets/read-budget"},{"title":"Arrange budget sections","icon":"arrow-down-wide-short","href":"/user-guides/budgets/arrange-budget-sections"},{"title":"Download or print a budget","icon":"file-export","href":"/user-guides/budgets/export-and-print-budgets"},{"title":"Read a budget monthly breakdown","icon":"calendar-days","href":"/user-guides/budgets/read-monthly-breakdown"},{"title":"Adjust a budget amount for one month","icon":"calendar-pen","href":"/user-guides/budgets/edit-monthly-overrides"},{"title":"Approve and Lock a Budget","icon":"lock","href":"/user-guides/budgets/approving-and-locking-budgets"},{"title":"Track Budget Actuals","icon":"chart-line","href":"/user-guides/budgets/tracking-budget-actuals"},{"title":"Resolve Actuals Exceptions","icon":"list-check","href":"/user-guides/budgets/resolving-actuals-exceptions"},{"title":"Find and understand budget products","icon":"box","href":"/user-guides/budgets/read-product-catalog"},{"title":"Create and edit budget products","icon":"box","href":"/user-guides/budgets/manage-products"},{"title":"Bulk edit and delete budget products","icon":"box","href":"/user-guides/budgets/bulk-edit-products"},{"title":"Create budget products from Planner","icon":"box","href":"/user-guides/budgets/import-products-from-planner"},{"title":"Import and link budget products from integrations","icon":"box","href":"/user-guides/budgets/import-products-from-integrations"}]},{"group":"Invoices","expanded":false,"pages":[{"title":"Invoices","icon":"file-invoice-dollar","href":"/user-guides/invoices/index"},{"title":"Find and review invoices","icon":"file-invoice","href":"/user-guides/invoices/view-invoices"},{"title":"Where invoice data comes from","icon":"file-invoice-dollar","href":"/msp-guides/invoices/invoice-data-sources"},{"title":"Download and export invoices","icon":"download","href":"/user-guides/invoices/download-invoices"},{"title":"Use an invoice payment link","icon":"credit-card","href":"/user-guides/invoices/pay-an-invoice"},{"title":"MSP: review Pax8 invoice charges","icon":"receipt","href":"/user-guides/invoices/view-pax8-invoices"}]},{"group":"Quotes","expanded":false,"pages":[{"title":"Quotes","icon":"file-contract","href":"/user-guides/quotes/index"},{"title":"Connect and manage Quoter","icon":"plug","href":"/user-guides/quotes/setup"},{"title":"Find and open a quote","icon":"file-contract","href":"/user-guides/quotes/view-quotes"},{"title":"Read a quote’s details","icon":"file-invoice-dollar","href":"/user-guides/quotes/read-quote-details"},{"title":"Download quote documents and export the list","icon":"file-arrow-down","href":"/user-guides/quotes/download-quotes"},{"title":"Control company quote access","icon":"user-shield","href":"/user-guides/quotes/manage-company-access"},{"title":"Troubleshoot missing Quoter quotes and company links","icon":"magnifying-glass","href":"/user-guides/quotes/troubleshoot-quoter-quotes"},{"title":"Troubleshoot QuoteWerks quotes and QuoteValet links","icon":"file-invoice-dollar","href":"/user-guides/quotes/troubleshoot-quotewerks-quotes"},{"title":"Troubleshoot Salesbuildr quotes and PDFs","icon":"file-invoice-dollar","href":"/user-guides/quotes/troubleshoot-salesbuildr-quotes"}]},{"group":"Agreements and contracts","expanded":false,"pages":[{"title":"Agreements and contracts","icon":"file-signature","href":"/user-guides/agreements/index"},{"title":"Find and review an agreement","icon":"file-contract","href":"/user-guides/agreements/view-agreements"},{"title":"Understand agreement balances","icon":"clock","href":"/user-guides/agreements/read-balances"},{"title":"Open an agreement PDF","icon":"file-pdf","href":"/user-guides/agreements/download-documents"},{"title":"Upload and manage agreement PDFs","icon":"file-arrow-up","href":"/user-guides/agreements/manage-documents"}]}]},{"group":"MSP Tools","pages":[{"title":"MSP Tools","icon":"toolbox","href":"/user-guides/msp-tools/index"},{"title":"Plan vCIO workload and pricing","href":"/user-guides/msp-tools/calculators"},{"group":"Client Success","expanded":false,"pages":[{"title":"Client Health","icon":"heart-pulse","href":"/user-guides/msp-tools/client-health"},{"title":"Find companies in Client Health","icon":"heart-pulse","href":"/user-guides/msp-tools/find-client-health"},{"title":"Read a company's health details","icon":"chart-line","href":"/user-guides/msp-tools/read-client-health-details"},{"title":"Understand Client Health scoring and evidence","icon":"scale-balanced","href":"/user-guides/msp-tools/understand-health-scoring"},{"title":"Manage manual Client Health risk flags","icon":"flag","href":"/user-guides/msp-tools/manage-client-risk-flags"},{"title":"Run a Traffic Light Review","icon":"traffic-light","href":"/user-guides/msp-tools/traffic-light-review"},{"title":"Refresh Client Health scores","icon":"arrows-rotate","href":"/user-guides/msp-tools/refresh-client-health"},{"title":"Financial Reporting","icon":"dollar-sign","href":"/user-guides/msp-tools/financial-reporting"},{"title":"Where Financial Reporting data comes from","icon":"magnifying-glass-dollar","href":"/msp-guides/msp-tools/financial-reporting-data-sources"},{"title":"Account Readiness","icon":"clipboard-check","href":"/user-guides/company-overview/audit"}]},{"group":"Standards","expanded":false,"pages":[{"title":"Standards","icon":"wrench","href":"/user-guides/msp-tools/standards"},{"title":"Read the Standards matrix","icon":"table-cells","href":"/user-guides/msp-tools/read-standards-matrix"},{"title":"Update a company's Standards deployments","icon":"circle-check","href":"/user-guides/msp-tools/update-standard-deployments"},{"title":"Update Standards in bulk","icon":"table-cells","href":"/user-guides/msp-tools/bulk-update-standards"},{"title":"Exclude or include companies in Standards","icon":"eye-slash","href":"/user-guides/msp-tools/manage-standards-exclusions"}]},{"title":"Ticket Trends","icon":"chart-line","href":"/user-guides/msp-tools/ticket-trends"}]},{"group":"Administration","pages":[{"group":"Settings","expanded":false,"pages":[{"title":"Settings overview","icon":"gear","href":"/user-guides/settings/index"},{"title":"Users \u0026 Roles","icon":"users","href":"/user-guides/settings/users-roles"},{"title":"Global Team Roles","icon":"users","href":"/user-guides/settings/global-team-roles"},{"title":"Change a Company user’s permissions","icon":"user-shield","href":"/user-guides/settings/change-company-user-permissions"},{"title":"Give a parent-company user access to child companies","sidebarTitle":"Parent-company access","icon":"sitemap","href":"/user-guides/settings/parent-company-access"},{"title":"Custom Fields","icon":"table-list","href":"/user-guides/settings/custom-fields"},{"title":"Companies Settings","icon":"building","href":"/user-guides/settings/companies"},{"title":"Project Settings","icon":"gear","href":"/user-guides/settings/projects"},{"title":"Training settings","icon":"graduation-cap","href":"/user-guides/settings/training"},{"title":"Ticket settings","icon":"ticket","href":"/user-guides/settings/tickets"},{"title":"Compliance Settings","icon":"shield-check","href":"/user-guides/settings/compliance"},{"title":"Schedule compliance assessments","icon":"calendar","href":"/user-guides/settings/compliance-schedules"},{"title":"Configure compliance scoring","icon":"sliders","href":"/user-guides/settings/compliance-scoring"},{"title":"Configure risk tracking and categories","icon":"shield-alert","href":"/user-guides/settings/compliance-risk"},{"title":"Playbook settings","icon":"book","href":"/user-guides/settings/playbooks"},{"title":"External Resources Settings","icon":"link","href":"/user-guides/settings/external"},{"title":"Onboarding Settings","icon":"clipboard-check","href":"/user-guides/settings/onboarding"},{"title":"Note templates","icon":"file-lines","href":"/user-guides/settings/templates"},{"title":"Email settings","icon":"envelope","href":"/user-guides/settings/email"},{"title":"Client Health scoring settings","icon":"heart-pulse","href":"/user-guides/settings/scoring"},{"title":"Traffic Light settings","icon":"traffic-light","href":"/user-guides/settings/traffic-light-settings"},{"title":"Manage the Standards catalog","icon":"wrench","href":"/user-guides/settings/standards"},{"title":"Configure Standards tiers and deployment options","icon":"layer-group","href":"/user-guides/settings/standards-tiers"},{"title":"Choose which Standards apply","icon":"filter","href":"/user-guides/settings/standards-applicability"},{"title":"Use PSA billing to answer Standards","icon":"tags","href":"/user-guides/settings/standards-sku-automation"},{"title":"Sync Standards to companies","icon":"arrows-rotate","href":"/user-guides/settings/sync-standards"},{"title":"Retire Standards definitions","icon":"trash-can","href":"/user-guides/settings/retire-standards"},{"title":"Financial Reporting Settings","icon":"dollar-sign","href":"/user-guides/settings/financial-reporting"},{"title":"Integrations Settings","icon":"plug","href":"/user-guides/settings/integrations"},{"title":"Integration Company Mapping","icon":"diagram-project","href":"/user-guides/settings/integration-company-mapping"},{"title":"Liongard Documentation Visibility","icon":"radar","href":"/user-guides/settings/liongard-visibility"},{"group":"Automation","expanded":false,"pages":[{"title":"Automation Rules","icon":"robot","href":"/user-guides/settings/automation/index"},{"title":"Rule Wizard Walkthrough","icon":"list-check","href":"/user-guides/settings/automation/wizard"},{"title":"Bundling Automation Matches","icon":"layer-group","href":"/user-guides/settings/automation/bundling"},{"title":"Example Automation Rules","icon":"book-open","href":"/user-guides/settings/automation/examples"}]},{"title":"Import and export data","icon":"file-import","href":"/user-guides/settings/import-export"},{"title":"Tenant Settings","icon":"building-columns","href":"/user-guides/settings/tenant"},{"title":"Billing settings","icon":"credit-card","href":"/user-guides/settings/billing"}]}]},{"group":"Connect your tools","pages":[{"group":"Integration setup","expanded":false,"pages":[{"group":"Overview, imports and sync","expanded":false,"pages":[{"title":"Integration setup guides","icon":"plug","href":"/user-guides/integrations/index"},{"title":"Integration troubleshooting","icon":"plug","href":"/user-guides/integrations/faq"},{"title":"Sync Schedules","href":"/user-guides/integrations/sync-schedules"},{"title":"Import Users","icon":"plug","href":"/user-guides/integrations/import-users"},{"title":"Import Companies","icon":"plug","href":"/user-guides/integrations/import-companies"},{"title":"Import Devices","icon":"server","href":"/user-guides/integrations/import-devices"},{"title":"Clear and Resync Integrations","icon":"plug","href":"/user-guides/integrations/clear-and-resync-integrations"},{"title":"Warranty Writeback to Hudu and IT Glue Flexible Assets","icon":"shield-halved","href":"/user-guides/integrations/documentation-warranty-writeback"},{"title":"Warranty Writeback to Autotask","icon":"arrows-rotate","href":"/user-guides/integrations/autotask-warranty-writeback"},{"title":"Warranty Writeback to IT Glue Configurations","icon":"arrows-rotate","href":"/user-guides/integrations/itglue-configuration-warranty-writeback"}]},{"group":"PSA and ticketing","expanded":false,"pages":[{"title":"Configure ConnectWise Manage Integration","icon":"plug","href":"/user-guides/integrations/enable-connectwise-integration"},{"title":"Configure ConnectWise Asio Integration","icon":"plug","href":"/user-guides/integrations/enable-connectwise-asio-integration"},{"title":"Resync ConnectWise PSA Settings","icon":"arrows-rotate","href":"/user-guides/integrations/connectwise-resync-psa-settings"},{"title":"Configure Autotask PSA Integration","icon":"plug","href":"/user-guides/integrations/enable-autotask-integration"},{"title":"Configure Halo PSA Integration","icon":"plug","href":"/user-guides/integrations/enable-halo-integration"},{"title":"Create Custom Halo PSA Role and API User","icon":"user-shield","href":"/user-guides/integrations/halo-psa-custom-role-and-user"},{"title":"Configure Syncro Integration","icon":"plug","href":"/user-guides/integrations/enable-syncro-integration"},{"title":"Configure NinjaOne Integration","icon":"plug","href":"/user-guides/integrations/enable-ninjaone-integration"},{"title":"Configure NinjaOne Ticketing Integration","icon":"ticket","href":"/user-guides/integrations/enable-ninjaone-ticketing-integration"}]},{"group":"RMM and networks","expanded":false,"pages":[{"title":"Configure Addigy Integration","icon":"apple","href":"/user-guides/integrations/enable-addigy-integration"},{"title":"Configure Datto RMM Integration","icon":"plug","href":"/user-guides/integrations/enable-datto-rmm-integration"},{"title":"Configure N-able N-central Integration","icon":"server","href":"/user-guides/integrations/enable-ncentral-integration"},{"title":"Configure Action1 Integration","icon":"plug","href":"/user-guides/integrations/enable-action1-integration"},{"title":"Configure Cisco Meraki Integration","icon":"network-wired","href":"/user-guides/integrations/enable-meraki-integration"},{"title":"Configure UniFi Console Integration","icon":"wifi","href":"/user-guides/integrations/enable-unifi-integration"},{"title":"Connect Domotz and Review Network Health","icon":"network-wired","href":"/user-guides/integrations/enable-domotz-integration"},{"title":"Configure Fortinet Integration","icon":"plug","href":"/user-guides/integrations/enable-fortinet-integration"},{"title":"Neo Agent Compatibility","icon":"robot","href":"/user-guides/integrations/neo-agent"},{"title":"Connect Auvik and review network data","icon":"plug","href":"/user-guides/integrations/enable-auvik-integration"},{"title":"Provide LogicMonitor API access","icon":"plug","href":"/user-guides/integrations/enable-logicmonitor-integration"},{"title":"Connect WatchGuard Cloud","icon":"plug","href":"/user-guides/integrations/enable-watchguard-integration"}]},{"group":"Security and training","expanded":false,"pages":[{"title":"Configure Cork Integration","icon":"shield-halved","href":"/user-guides/integrations/enable-cork-integration"},{"title":"Configure Huntress Integration","icon":"shield-dog","href":"/user-guides/integrations/enable-huntress-integration"},{"title":"Configure Wirespeed Integration","icon":"shield-halved","href":"/user-guides/integrations/enable-wirespeed-integration"},{"title":"Configure Petra Security Integration","icon":"plug","href":"/user-guides/integrations/enable-petra-integration"},{"title":"Configure Bitdefender GravityZone Integration","icon":"plug","href":"/user-guides/integrations/enable-bitdefender-integration"},{"title":"Configure RoboShadow Integration","icon":"plug","href":"/user-guides/integrations/enable-roboshadow-integration"},{"title":"Configure Cyrisma Integration","icon":"plug","href":"/user-guides/integrations/enable-cyrisma-integration"},{"title":"Configure ScoutDNS Integration","icon":"plug","href":"/user-guides/integrations/enable-scoutdns-integration"},{"title":"Configure Breach Secure Now Integration","icon":"shield-halved","href":"/user-guides/integrations/enable-breach-secure-now-integration"},{"title":"Configure Phin Security Integration","icon":"shield-halved","href":"/user-guides/integrations/enable-phin-integration"},{"title":"Connect Phished.io","icon":"shield-halved","href":"/user-guides/integrations/enable-phished-integration"},{"title":"Configure CyberHoot Integration","icon":"graduation-cap","href":"/user-guides/integrations/enable-cyberhoot-integration"},{"title":"Connect Avanan and map customer tenants","icon":"plug","href":"/user-guides/integrations/enable-avanan-integration"},{"title":"Provide Blackpoint Cyber API access","icon":"plug","href":"/user-guides/integrations/enable-blackpoint-cyber-integration"},{"title":"Provide Cisco Umbrella API access","icon":"plug","href":"/user-guides/integrations/enable-cisco-umbrella-integration"},{"title":"Connect DNSFilter and map organizations","icon":"plug","href":"/user-guides/integrations/enable-dnsfilter-integration"},{"title":"Provide Mimecast API access","icon":"plug","href":"/user-guides/integrations/enable-mimecast-integration"},{"title":"Connect ThreatMate and map customers","icon":"plug","href":"/user-guides/integrations/enable-threatmate-integration"},{"title":"Provide VulScan API access","icon":"plug","href":"/user-guides/integrations/enable-vulscan-integration"}]},{"group":"Backup","expanded":false,"pages":[{"title":"Configure Cove Backup Integration","icon":"database","href":"/user-guides/integrations/enable-cove-backup-integration"},{"title":"Configure Acronis Cyber Protect Integration","icon":"cloud-arrow-down","href":"/user-guides/integrations/enable-acronis-integration"},{"title":"Configure Spanning Backup Integration","icon":"cloud-arrow-up","href":"/user-guides/integrations/enable-spanning-integration"},{"title":"Configure Kaseya SaaS Protection Integration","icon":"database","href":"/user-guides/integrations/enable-kaseya-saas-protection-integration"},{"title":"Connect Datto Backup","icon":"plug","href":"/user-guides/integrations/enable-datto-backup-integration"},{"title":"Connect NinjaOne SaaS Backup","icon":"plug","href":"/user-guides/integrations/enable-ninjaone-saas-backup-integration"},{"title":"Connect Slide Backup","icon":"plug","href":"/user-guides/integrations/enable-slide-integration"}]},{"group":"Documentation and client portals","expanded":false,"pages":[{"title":"Configure Hudu Integration","icon":"book","href":"/user-guides/integrations/enable-hudu-integration"},{"title":"Configure IT Glue Integration","icon":"book","href":"/user-guides/integrations/enable-itglue-integration"},{"title":"Sync IT Glue Document Folders","icon":"shield-halved","href":"/user-guides/integrations/itglue-sync-folders"},{"title":"Configure Liongard Integration","icon":"magnifying-glass-chart","href":"/user-guides/integrations/enable-liongard-integration"},{"title":"Configure CloudRadial Integration","icon":"cloud","href":"/user-guides/integrations/enable-cloudradial-integration"}]},{"group":"Cloud and domains","expanded":false,"pages":[{"title":"Connect rollout companies to Microsoft 365","sidebarTitle":"Connect rollout companies to Microsoft 365","icon":"cloud","href":"/user-guides/getting-started/onboarding/company-m365"},{"title":"Connect Google Workspace","icon":"google","href":"/user-guides/integrations/enable-google-workspace-integration"},{"title":"Configure CIPP Integration","icon":"cloud","href":"/user-guides/integrations/enable-cipp-integration"},{"title":"Configure Pax8 Integration","icon":"boxes-stacked","href":"/user-guides/integrations/enable-pax8-integration"},{"title":"Set Up Pax8 for Subscriptions and Storefront","icon":"plug","href":"/user-guides/licensing/setup"},{"title":"Configure Sherweb Integration","icon":"cloud","href":"/user-guides/integrations/enable-sherweb-integration"},{"title":"Configure Adobe Enterprise Integration","icon":"file-pdf","href":"/user-guides/integrations/enable-adobe-enterprise-integration"},{"title":"Provide Intermedia Partner API access","icon":"plug","href":"/user-guides/integrations/enable-intermedia-integration"},{"title":"Configure DNSimple Integration","icon":"globe","href":"/user-guides/integrations/enable-dnsimple-integration"},{"title":"Configure Cloudflare Integration","icon":"plug","href":"/user-guides/integrations/enable-cloudflare-integration"},{"title":"Provide Ingram Micro API access","icon":"plug","href":"/user-guides/integrations/enable-ingram-micro-integration"},{"title":"Provide TD SYNNEX API access","icon":"plug","href":"/user-guides/integrations/enable-td-synnex-integration"}]},{"group":"Sales, payments and scheduling","expanded":false,"pages":[{"title":"Connect and manage Quoter","icon":"plug","href":"/user-guides/quotes/setup"},{"title":"Troubleshoot missing Quoter quotes and company links","icon":"magnifying-glass","href":"/user-guides/quotes/troubleshoot-quoter-quotes"},{"title":"Configure QuoteWerks Integration","icon":"file-invoice-dollar","href":"/user-guides/integrations/enable-quotewerks-integration"},{"title":"Map QuoteWerks customers to companies","icon":"file-invoice-dollar","href":"/user-guides/integrations/map-quotewerks-customers"},{"title":"Troubleshoot QuoteWerks quotes and QuoteValet links","icon":"file-invoice-dollar","href":"/user-guides/quotes/troubleshoot-quotewerks-quotes"},{"title":"Configure Salesbuildr Integration","icon":"file-invoice-dollar","href":"/user-guides/integrations/enable-salesbuildr-integration"},{"title":"Map Salesbuildr companies for quote access","icon":"file-invoice-dollar","href":"/user-guides/integrations/map-salesbuildr-companies"},{"title":"Troubleshoot Salesbuildr quotes and PDFs","icon":"file-invoice-dollar","href":"/user-guides/quotes/troubleshoot-salesbuildr-quotes"},{"title":"Configure Benji Pays Integration","icon":"credit-card","href":"/user-guides/integrations/enable-benjipays-integration"},{"title":"Configure TimeZest Integration","icon":"calendar-clock","href":"/user-guides/integrations/enable-timezest-integration"},{"title":"Configure Simplesat Integration","icon":"face-smile","href":"/user-guides/integrations/enable-simplesat-integration"},{"title":"Configure Microsoft Teams Integration","icon":"microsoft","href":"/user-guides/integrations/enable-teams-integration"},{"title":"Provide CrewHu API access","icon":"plug","href":"/user-guides/integrations/enable-crewhu-integration"},{"title":"Connect Fellow meeting notes","icon":"plug","href":"/user-guides/integrations/enable-fellow-integration"}]}]}]}]},{"tab":"API Reference","pages":[{"title":"API Reference","href":"/api-reference/budgets/list-budgets"}]},{"tab":"Release Notes","pages":[{"title":"Release Notes","href":"/release-notes"}]}]},"title":"Find and filter posture snapshots - MSPortal.ai Documentation","buildId":"dpl_CUnGQP1HgFUzoxatVC37y4zP83Vx","deploymentId":"dpl_CUnGQP1HgFUzoxatVC37y4zP83Vx","dynamics":["07c022d89b","a74be98ba7"],"chunks":["Frame-BCFzRGe_.js","DynamicMarkdown-BUuAYxJE.js","zoom-image-lightbox-DQ5W4Q2v.js","PlusIcon-jZ8vgk6R.js","lightbox-handle-r17bVUz3.js"]}