Before you start
- You need Playbooks management permission and active billing to import. Read access lets you look at the catalog.
- Import permission is separate from read access. Without it, you see You do not have permission to add playbooks.
Find the NIS2 playbooks
1
Open Playbooks
Open Settings > Compliance > Playbooks.
2
Open Security Frameworks
Choose Security Frameworks, then NIS2. The page groups ten playbooks by article.
3
Start with scope and governance
Open the scope and governance playbook first. It records whether the client is an essential entity, an important entity, or a supplier to one. That answer decides how the other playbooks apply.
Review the checks
1
Open a playbook
Click a playbook title to read its check list.
2
Read a check
Every check title starts with its article reference, such as Art. 21(2)(c) or Art. 23(4)(a). Each check includes how to check, why it matters, remediation, expected evidence, and cross-references to the implementing regulation, ISO/IEC 27001, CIS Controls, and NIST CSF where they apply.
3
Close the details
Close the details when you finish. The Copy button in the details opens the same Add Playbooks to Tenant dialog as Add on the playbook’s card, so continue with the steps below.
Import playbooks
1
Choose what to import
Click Add on one playbook. To import several, tick them and click Add to Tenant (N) in the page header.
2
Check the destination
In Add Playbooks to Tenant, review the Folder for each playbook. The default is a NIS2 folder with one subfolder per playbook.
3
Choose a status list
Pick a Status list for each selected playbook.
4
Check for playbooks already imported
A playbook you already imported shows Already in your tenant. Importing again adds only the checks that are missing and keeps your existing checks unchanged. It does not create a second copy.
5
Import
Click Add to Tenant. MSPortal shows Playbook(s) added, or imported. Find its checks in Compliance under "".
6
Check the result
Open Settings > Compliance > Checks and look in the destination folder. Open Groups to find the new group.
Prepare an assessment
Tailor the imported checks to the client’s Member State. Replace the generic references to the national authority and CSIRT with the client’s real bodies and portal, and adjust thresholds where national law sets them. Then set up groups, runs, and company scope in Compliance settings. The playbooks give structure to a review. They do not decide a client’s legal status, replace legal advice, or certify compliance.Troubleshooting
Frequently asked questions
Do the playbooks cover national transposition laws?
Do the playbooks cover national transposition laws?
No. They follow the directive text. Add or adjust checks for national rules after import.
Can I use them for a client that is out of scope?
Can I use them for a client that is out of scope?
Yes. The scope playbook includes a check for suppliers to NIS2 entities, and the Article 21 playbooks work as a general security review.
Is NIS2 the same as NIST CSF 2.0?
Is NIS2 the same as NIST CSF 2.0?
No. NIS2 is EU law. NIST CSF 2.0 is a voluntary US framework. Many NIS2 checks cross-reference NIST CSF 2.0 categories.
Can I import a playbook again to update it?
Can I import a playbook again to update it?
Importing again adds checks that are missing from your copy, such as new checks in the catalog, to the existing group. It does not update checks you already have, so review edited checks against the catalog yourself.