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Use this page to read the IT records your MSP shares with you: assets, configurations, procedures, and inspection results. It is for company users and MSP staff.

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Before you start

  • You need Documentation read access.
  • Assets and Procedures need Hudu or IT Glue. Configurations needs IT Glue. Inspectors needs Liongard. Intune needs CIPP and, for company users, sharing turned on by the MSP. Your MSP controls connections, sharing, and company scope.
  • These are records from your documentation tools. For device monitoring and device actions, use Devices.

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Browse assets

1

Open Assets

Open Documentation > Assets and check the company selector.
2

Choose a layout

In the Asset Types list on the left, click a layout such as servers or laptops. Click All Layouts to clear it. Use Search asset types… to find a layout.
3

Find the asset

Use the column filters, such as Name and Company. Click the asset’s name to open it.
4

Read the details

An asset can show its company, layout, update time, manufacturer, model, serial number, and the fields your provider defines. Empty fields are left out. A protected password field has its own Reveal control, which needs shared-password access.

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View IT Glue configurations

1

Open Configurations

Open Documentation > Configurations. The tab appears only when your MSP uses IT Glue.
2

Filter the table

Use the column filters. Columns include Name, Company, Type, Status, Hostname, Primary IP, Serial Number, Manufacturer, Model, Operating System, MAC Address, Asset Tag, Location, Contact, Warranty Expires, and Updated.
3

Open the record

Click a linked name to open the record in IT Glue in a new tab. You need your own IT Glue access. A name without a link has no IT Glue URL.
Configurations are read-only here. You cannot edit them from this page.

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Read a procedure

1

Open Procedures

Open Documentation > Procedures and find the procedure.
2

Open it

Click its name.
3

Read the tasks

Read the description, the Tasks list, and the summary, such as 3 of 5 tasks completed. A green check marks a done task, and an empty circle marks one that is not done.
The task marks show the status recorded in your provider. You cannot tick tasks here. Ask your MSP to update or complete the procedure in the source system.

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Review Liongard inspectors

1

Open Inspectors

Open Documentation > Inspectors. The tab appears when Liongard is connected and data is shared with you.
2

Pick an inspector type

In Inspector Types on the left, click a type. The main area lists its systems with System Name, Company, Last Inspected, and Status.
3

Open a system

Click a system. Check Last inspected before you read the results.
4

Filter the metrics

Click Passing, Failing, or Warning to filter the metrics. Click the active one again to remove the filter. Type in Search metrics… to search by name or value. Expand or Collapse shows or hides the detail.
5

Read the results

Read Security, Inspected Metrics, and Recent Changes. Use the back arrow beside the system title to return to the list when the inspector type has more than one system.
Inspector types mapped to devices appear on the device pages instead. This tab covers service and environment inspectors.

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Review Intune configuration

Intune documentation is opt-in. MSP staff turn it on with Document Intune policies in the Choose data step of the CIPP integration. It is off by default, and policies are documented during the nightly CIPP sync.
Open Documentation > Intune when your MSP manages Microsoft Intune through CIPP. The table lists each company’s Intune policies with Policy, Company, Type, Platform, Assigned to, Last modified and Changed, which shows when the portal last detected a change. Use the company selector or the table filters to narrow the list. Select a policy’s name to open its details:
  • Overview shows the description, template, the groups the policy is assigned to or excluded from, and when it was last modified.
  • Settings lists the configured settings as readable names and values. Use Filter settings to find one. Secrets, certificates and scripts are never stored or shown; they appear as Hidden (secret), Hidden (certificate) or Hidden (script). For administrative templates and endpoint security intents, CIPP does not report individual settings, so only the name, assignments and dates are documented.
  • Changes compares each documented version with the one before it and shows the old and new values.
To print or save one company’s Intune documentation as a PDF, select exactly one company in the company selector and choose Export. The export is titled Intune configuration: followed by the company name, and lists the company’s policies and the changes detected in the last 90 days. Until one company is selected, Export is unavailable and shows Select one company to export its Intune documentation. Company users see this tab only when the MSP turns on Show Intune documentation to company users in Settings > Documentation > Intune, and then only for their own company. This sharing switch is separate from Document Intune policies and is off by default.

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Troubleshooting

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Frequently asked questions

No. Ask your MSP to correct the source record.
No. The page shows recorded status only.
Each provider layout defines its own fields. Only filled-in fields appear.
No. Use the last inspected and updated times to judge how fresh they are.
When Document Intune policies is enabled for the CIPP integration, the portal documents policies during the nightly CIPP sync. A change made in Intune appears after the next sync, with the date the portal detected it.
On the matching device in Devices.