Compliance Settings is where you curate the catalog of checks your team uses when assessing clients. It has three tabs: Checks for the check library, Groups for bundling related checks, and Runs for the templates that schedule those bundles against your companies.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.
Accessing Compliance Settings
- Click Settings in the sidebar
- Select Compliance
- Use the tabs at the top of the page to switch between Checks, Groups, and Runs
Checks Tab
The Checks tab manages every compliance question your tenant can ask. Checks are organized in folders, and each check can be wired up to auto-populate notes when an assessor picks a particular answer.Layout
- Left sidebar - Folder tree, an Uncategorized bucket at the bottom, and a search box. Click the panel icon at the top to collapse the sidebar.
- Right pane - Details for the selected check: title, description, guidance, criticality, priority, frequency, status list, compliance type, group assignments, and per-status note template links.
Folders
Folders are a settings-only organizational tool. They do not change how checks behave during a run, they just make a large check library easier to browse.Create a folder
Click the folder-plus icon at the top of the sidebar to create a root folder, or open the menu on any folder row and choose New subfolder to nest inside it.
Name it
Give the folder a descriptive name like “Microsoft 365” or “CIS Controls v8” and click Create.
Deleting a folder removes its subfolders, but any checks in it move to Uncategorized. No check data is lost.
Moving checks with drag and drop
Select one or many checks
Click any check row to open it on the right. Hold Cmd (macOS) or Ctrl (Windows) and click additional rows to add them to a multi-select. Hold Shift and click to range-select between two rows. Selected rows get a teal ring and the sidebar shows “N selected”.
Drag to a folder
Click and drag any selected row onto a folder. The target folder highlights in teal while you hover. Drop to move every selected check into that folder at once.
Search
Type in the sidebar search box to filter. Folders that contain a matching check auto-expand in place, and clearing the search restores your previous expanded/collapsed state.Editing a check
Click any check to open it in the detail pane. The form covers everything about the check:| Section | Fields |
|---|---|
| Identity | Title, description, how to check, why it matters |
| Remediation | Remediation steps, remediation impact, references, default value |
| Assessment | Criticality (1-5), priority, frequency (Daily through Annually) |
| Classification | Status list, compliance type |
| Note templates by status | Per-answer template links (see below) |
| Group assignments | Which groups this check belongs to |
Linking note templates to statuses
Each check uses a status list that defines its answer choices (for example, Pass / Fail / Needs review). You can link a different note template to each answer, and that template’s content will be auto-applied to the assessor’s public notes when they pick that answer.Assign a status list
In the check detail pane, pick a Status list from the dropdown. This reveals the Note templates by status section.
Pick a template for each status
Every status option in the list gets a template picker. Choose a note template for any status where you want auto-population. Leave others as No template.
Only templates categorized as Compliance Check Note appear in the picker. Create those under Settings > Templated Notes first. Auto-apply runs once per (status, template) pair in a single dialog session, so toggling between statuses does not duplicate the template text.
Creating checks
Click the + icon on the checks tab header (or New check here on a folder’s menu) to open the new-check form. New checks default to the currently selected folder, or Uncategorized if none is selected. The Bulk generate option is also available from the page header if you want AI to draft multiple checks at once.Deleting checks
Open the three-dot menu on any check row in the sidebar and choose Delete. Delete requires the manage_compliance permission. Deletion is permanent — the check is removed from every group it was in.Groups Tab
Groups bundle related checks together so you can assign a whole category (for example, “Microsoft 365 security baseline”) to a run with one action. A check can belong to any number of groups.Layout
- Left sidebar - List of every group. Search by name or description, filter by compliance type, collapse the sidebar with the panel icon.
- Right pane - Group metadata header and two transfer columns: Available checks (left) and Members (right).
Creating a group
Fill in the details
Enter a Name, an optional Description, and pick a Compliance type. The compliance type is important: if you pick one, only checks that match that type can be added to the group. Leave it as None to allow any check.
Adding and removing checks
The right pane shows two columns — Available checks on the left and Members on the right. Moving a check between them is always drag and drop.Search and select
Each column has its own search box. Click any check to select it. Hold Cmd/Ctrl to multi-select, or Shift to range-select.
Compliance-type filtering
If the group has a compliance type set, only checks with a matching type appear in Available checks. This prevents mismatched checks from being added. If you later clear the compliance type (by editing the group), every check becomes available.Editing or deleting a group
Use the three-dot menu on a sidebar row, or the Edit and Delete buttons in the detail pane header. Deleting a group does not delete its checks — it only removes the group itself.Runs Tab
Run templates bundle groups and individual checks into reusable assessment packages. When you run a template against a company, every check in every member group (plus every individually-added check) gets assigned as a compliance run.Layout
- Left sidebar - List of every template. Each row shows the group count and individual-check count at a glance. Search, filter by active/inactive, collapse the sidebar.
- Right pane - Template metadata header with an Active toggle, and two tabs: Groups and Individual checks. Each tab is its own two-column transfer.
Creating a template
Fill in the basics
Enter a Name (for example, “Quarterly security review”), an optional Description, and the Active toggle. Inactive templates are hidden from quick-assign dropdowns but still visible here.
Adding groups to a template
Open the Groups tab
On the detail pane, click the Groups tab. It shows Available groups on the left and Groups in this template on the right.
Drag to add
Drag one or more groups from Available onto Groups in this template. Every check inside those groups will run whenever this template is used.
Adding individual checks
Switch to the Individual checks tab for one-off checks that aren’t part of a group. These run in addition to any group membership. The same drag-and-drop transfer UI applies.Groups and individual checks are independent. You can use either, both, or neither. Many teams use groups for the bulk of a template and drop in a few individual checks for unusual one-off requirements.
Activating, editing, and deleting
- Active toggle - Each template has an Active switch in the header. Inactive templates are hidden from run-assignment UIs throughout the app but preserved in settings.
- Edit - Opens the name/description/active dialog.
- Delete - Removes the template. Runs already created from the template are not affected — they keep their original check assignments.
Permissions
| Action | Required permission |
|---|---|
| View checks / groups / templates | read_compliance |
| Create, edit, move, add/remove members | write_compliance |
| Delete checks, groups, or templates | manage_compliance |
Keyboard and mouse reference
| Action | How |
|---|---|
| Open a check/group/template | Single click the row |
| Multi-select | Cmd/Ctrl + Click additional rows |
| Range-select | Shift + Click a second row |
| Clear selection | Click Clear in the sidebar, or click a row without a modifier |
| Drag and drop | Hold and drag any selected row; drop targets glow teal |
| Collapse the sidebar | Click the panel-close icon at the top of any list |
Best practices
- Start with folders - Organize your check library by framework (CIS, NIST, SOC 2) or by domain (Microsoft 365, networking, physical security) before you have a lot of checks.
- Use note templates for repetitive findings - If most “Fail” answers on a given check need the same remediation write-up, link a template to that status once instead of typing it every assessment.
- Keep groups compliance-type-aware - Set a compliance type on groups whose checks all target the same scope (device, location, company). This prevents accidentally adding mismatched checks.
- Build templates around groups, not individual checks - Groups are easier to maintain than long flat lists of checks in a template.
- Disable instead of delete - Use the Active toggle on run templates rather than deleting them. Keeps the history without cluttering pickers.
Related resources
- Compliance module - Running checks and reviewing results
- Templated Notes - Create the note templates that auto-populate on status change
- Playbooks - CIS and other pre-built benchmark content
- Adding CIS Benchmarks - Seed your library from a standard framework