> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbooks

> Apply standardized compliance templates to quickly implement security frameworks and regulations

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.

## 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

## Available Playbooks

MSPortal includes playbooks for common security frameworks and regulations:

<CardGroup cols={2}>
  <Card title="CIS Controls v8 Basic" icon="shield-check">
    Essential security measures for organizations with limited resources
  </Card>

  <Card title="HIPAA Security Rule" icon="hospital">
    Healthcare compliance requirements for protected health information
  </Card>

  <Card title="NIST Cybersecurity Framework" icon="building-columns">
    Industry-standard cyber risk management framework
  </Card>

  <Card title="PCI DSS Essentials" icon="credit-card">
    Payment card industry data security standards
  </Card>

  <Card title="Microsoft 365 Security" icon="microsoft">
    Cloud security best practices for M365 environments
  </Card>

  <Card title="SOC 2 Type II Readiness" icon="certificate">
    Service organization audit compliance preparation
  </Card>

  <Card title="ISO 27001 Foundation" icon="globe">
    Information security management system controls
  </Card>

  <Card title="GDPR Data Protection" icon="user-shield">
    EU data protection regulation essentials
  </Card>

  <Card title="Remote Workforce Security" icon="house-laptop">
    Controls for hybrid and remote work environments
  </Card>

  <Card title="Small Business Fundamentals" icon="building">
    Foundational cybersecurity for SMBs
  </Card>
</CardGroup>

## Playbook Contents

Each playbook contains multiple compliance checks (typically 10-30), with each check including:

| Component         | Description                                             |
| ----------------- | ------------------------------------------------------- |
| **Title**         | Clear description of the control                        |
| **Category**      | Classification (e.g., Access Control, Asset Management) |
| **Priority**      | High, Medium, or Low importance                         |
| **Why Important** | Business justification for the control                  |
| **Guidance**      | Implementation recommendations                          |

## Browsing Playbooks

<Steps>
  <Step title="Navigate to Playbooks">
    Click **Playbooks** in the main sidebar to open the Playbooks Library.
  </Step>

  <Step title="Browse or Search">
    Use the search bar to find playbooks by name, or browse the card grid.
  </Step>

  <Step title="Filter by Category">
    Filter playbooks by type:

    * Security Framework
    * Regulation
    * Best Practice
    * Technology Specific
    * General
  </Step>

  <Step title="Filter by Industry">
    Narrow results by industry focus:

    * Healthcare
    * Finance
    * Retail
    * General
  </Step>
</Steps>

## Applying a Playbook

<Steps>
  <Step title="Select a Playbook">
    Click **View & Apply to Company** on any playbook card.
  </Step>

  <Step title="Review Checks">
    A modal displays all checks included in the playbook. Review the controls to ensure they're appropriate for your needs.
  </Step>

  <Step title="Choose a Company">
    Select the company you want to apply the playbook to from the dropdown.
  </Step>

  <Step title="Apply">
    Click **Apply to Company** to add all checks to that company's Compliance module.
  </Step>
</Steps>

<Tip>
  After applying a playbook, navigate to **Compliance** to see the newly created checks and begin tracking their status.
</Tip>

## 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

## Playbook Categories

| Category                | Description                                                         |
| ----------------------- | ------------------------------------------------------------------- |
| **Security Framework**  | Industry-standard security control sets (CIS, NIST)                 |
| **Regulation**          | Compliance with specific laws or regulations (HIPAA, GDPR, PCI DSS) |
| **Best Practice**       | General security recommendations                                    |
| **Technology Specific** | Controls for specific platforms (Microsoft 365)                     |
| **General**             | Broad applicability across organizations                            |

## 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

<Note>
  Playbooks create copies of checks. Changes to a playbook after application do not affect previously applied checks.
</Note>

## Permissions

| Permission                  | Capability                   |
| --------------------------- | ---------------------------- |
| `read_settings_playbooks`   | View available playbooks     |
| `manage_settings_playbooks` | Apply playbooks to companies |

## Related Resources

<CardGroup cols={2}>
  <Card title="Compliance" icon="clipboard-check" href="/user-guides/compliance/index">
    Manage and track compliance checks
  </Card>

  <Card title="Playbook Settings" icon="gear" href="/user-guides/settings/playbooks">
    Configure playbook options
  </Card>
</CardGroup>