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Playbooks are pre-built compliance templates that help you quickly deploy industry-standard security frameworks and regulatory requirements to your companies. Instead of manually creating compliance checks, apply a playbook to instantly populate your Compliance module with best-practice controls.

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Overview

Playbooks provide:
  • Pre-configured compliance check templates
  • Coverage of major security frameworks and regulations
  • One-click application to any company
  • Consistent implementation across your organization

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Available Playbooks

MSPortal includes playbooks for common security frameworks and regulations:

CIS Controls v8 Basic

Essential security measures for organizations with limited resources

HIPAA Security Rule

Healthcare compliance requirements for protected health information

NIST Cybersecurity Framework

Industry-standard cyber risk management framework

PCI DSS Essentials

Payment card industry data security standards

Microsoft 365 Security

Cloud security best practices for M365 environments

SOC 2 Type II Readiness

Service organization audit compliance preparation

ISO 27001 Foundation

Information security management system controls

GDPR Data Protection

EU data protection regulation essentials

Remote Workforce Security

Controls for hybrid and remote work environments

Small Business Fundamentals

Foundational cybersecurity for SMBs

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Playbook Contents

Each playbook contains multiple compliance checks (typically 10-30), with each check including:
ComponentDescription
TitleClear description of the control
CategoryClassification (e.g., Access Control, Asset Management)
PriorityHigh, Medium, or Low importance
Why ImportantBusiness justification for the control
GuidanceImplementation recommendations

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Browsing Playbooks

1

Navigate to Playbooks

Click Playbooks in the main sidebar to open the Playbooks Library.
2

Browse or Search

Use the search bar to find playbooks by name, or browse the card grid.
3

Filter by Category

Filter playbooks by type:
  • Security Framework
  • Regulation
  • Best Practice
  • Technology Specific
  • General
4

Filter by Industry

Narrow results by industry focus:
  • Healthcare
  • Finance
  • Retail
  • General

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Applying a Playbook

1

Select a Playbook

Click View & Apply to Company on any playbook card.
2

Review Checks

A modal displays all checks included in the playbook. Review the controls to ensure they’re appropriate for your needs.
3

Choose a Company

Select the company you want to apply the playbook to from the dropdown.
4

Apply

Click Apply to Company to add all checks to that company’s Compliance module.
After applying a playbook, navigate to Compliance to see the newly created checks and begin tracking their status.

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Bulk Application

For applying multiple playbooks or managing playbooks at scale, use Settings > Playbooks:
  1. Navigate to Settings > Playbooks
  2. View all playbooks in a table format
  3. Select one or more playbooks using checkboxes
  4. Click Add to apply selected playbooks
  5. Choose which status list to assign the checks to

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Playbook Categories

CategoryDescription
Security FrameworkIndustry-standard security control sets (CIS, NIST)
RegulationCompliance with specific laws or regulations (HIPAA, GDPR, PCI DSS)
Best PracticeGeneral security recommendations
Technology SpecificControls for specific platforms (Microsoft 365)
GeneralBroad applicability across organizations

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What Happens When You Apply

When you apply a playbook to a company:
  1. All checks from the playbook are copied to the company’s Compliance module
  2. Checks are assigned to your selected status tracking list
  3. Each check starts with an initial status ready for assessment
  4. You can then track, update, and report on compliance status
Playbooks create copies of checks. Changes to a playbook after application do not affect previously applied checks.

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Permissions

PermissionCapability
read_settings_playbooksView available playbooks
manage_settings_playbooksApply playbooks to companies

Compliance

Manage and track compliance checks

Playbook Settings

Configure playbook options