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Compliance brings together the checks your MSP has assigned to companies, locations, and devices. A check describes a requirement; its assigned assessment records the result for a particular scope and run. Company users: review the checks and supporting information available to your company. Reading does not give you permission to change assessment results. Your MSP manages user access and which assessments are shared. MSP staff: configure checks, groups, templates, statuses, and scoring; assign assessment runs; maintain findings and evidence; and track remediation when permitted.

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Reader guides

Find checks and understand results

Tree and List views, run filters, status, and summary metrics.

Read check details and evidence

Guidance, notes, uploads, custom fields, and earlier completed assessments.

Export the check list

Export scope, fields, pagination, and sharing considerations.

Review completed assessments

Check History, dates, record limits, and history CSV.

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Other Compliance areas

Use Compliance Menu to open Dashboard, Runs, or History. The optional Risks tab appears when your MSP has enabled risk tracking. See Risk Management and Compliance AI. Checks and framework content depend on your MSP’s configuration. An empty dashboard does not install a framework or create assessment records. Adding CIS benchmarks describes a configuration workflow for MSP staff.

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Before changing an assessment

Users with Compliance write or management permission can see assessment editing controls. Changes to notes and assessment fields can autosave; Save Changes also exists. Closing a dialog does not undo changes already saved. AI Draft in a check’s public-notes area appends generated content and saves it. Review what is appropriate for Company readers before invoking it, and verify the resulting content afterward. Do not treat this action as an unsaved private preview. Creating an assessment, adding a Planner item, and creating a support ticket are distinct actions. Opening a dialog does not prove the resulting record has been created or that remediation has been completed.

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Frequently asked questions

Open Compliance, check the company scope, and use Tree or List. Your MSP determines the checks and access available to you.
Read access is separate from Compliance write or management permission. Ask your MSP to review access if your responsibilities require editing.
The score summarizes the configured assessments and recorded results. It is not a certification or proof that every requirement has been assessed.
Do not assume they are. Your MSP configures the checks, groups, and templates used for your assessments.
It cannot undo changes that have already autosaved. Watch the save result and check the recorded values.