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 Settings provides access to security benchmarks and compliance playbooks, including CIS (Center for Internet Security) benchmarks that guide security configurations.
Accessing Playbooks Settings
- Click Settings in the sidebar
- Select the Playbooks icon from the settings navigation
Playbooks Overview
The Playbooks page displays all available security benchmarks and guides.
Each playbook shows:
| Field | Description |
|---|
| Name | Playbook title (e.g., “CIS Microsoft 365 Foundations”) |
| Version | Benchmark version number |
| Controls | Number of security controls included |
| Status | Active or archived |
CIS Benchmarks
MSPortal includes CIS benchmarks for:
| Platform | Description |
|---|
| Microsoft 365 | Exchange, SharePoint, Teams, OneDrive configuration |
| Azure | Azure Active Directory, cloud infrastructure |
| Windows | Windows Server and workstation hardening |
| Google Workspace | Gmail, Drive, Admin console settings |
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
Select Playbook
Click on the playbook you want to manage
Toggle Status
Use the status toggle to enable or disable
Confirm Change
Disabled playbooks won’t appear in compliance reports
Playbook Controls
Each playbook contains multiple controls:
Control Levels
| Level | Description |
|---|
| Level 1 | Basic security settings for all organizations |
| Level 2 | Advanced settings for higher security requirements |
| IG1, IG2, IG3 | Implementation Groups based on organization size |
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
