Accessing Playbooks Settings
- Click Settings in the sidebar
- Select Compliance from the settings navigation
- Open the Playbooks tab
Playbooks Overview
The Playbooks page displays all available security benchmarks and guides.
Playbook Information
Each playbook shows:CIS Benchmarks
MSPortal includes CIS benchmarks for:Using CIS Benchmarks
CIS benchmarks provide:- Security recommendations - Best practice configurations
- Implementation guidance - Step-by-step instructions
- Audit procedures - How to verify compliance
- Remediation steps - Fixing non-compliant settings
Managing Playbooks
Viewing Playbook Details
- Click on any playbook to open its details
- Review the list of controls and recommendations
- See implementation guidance for each control
Enabling/Disabling Playbooks
1
Select Playbook
Click on the playbook you want to manage
2
Toggle Status
Use the status toggle to enable or disable
3
Confirm Change
Disabled playbooks won’t appear in compliance reports
Playbook Controls
Each playbook contains multiple controls:Control Levels
Control Details
Each control includes:- Title - What the control addresses
- Rationale - Why this control matters
- Audit - How to check current status
- Remediation - Steps to implement the control
- Impact - Potential effects on users
Integration with Compliance
Playbooks connect to the Compliance module:- Automatic mapping - Controls link to compliance checks
- Progress tracking - See implementation status
- Reporting - Include in compliance reports
Best Practices
- Start with Level 1 - Implement basic controls first
- Prioritize by risk - Focus on high-impact controls
- Document exceptions - Record why controls are skipped
- Regular review - Update as new benchmark versions release
Related Resources
- Compliance Module - Compliance tracking
- Compliance Checks - Check configuration
- Adding CIS Benchmarks - Benchmark setup