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Knowledge base
What's New?
18
Setting up SCIM
Adding a Custom Subdomain
Customising a Risk Map
Risk Overview
Integrations - Zapier
See all 18 articles
Getting Started
3
Homepage
An Introduction to Teams
Working within Activity areas
General Guides
5
Favouriting Work areas
Group your notifications into one daily or weekly email
How to include videos in Notes or Discussions
Linked Work
Using Discussions to engage others
Administrator Guides
4
An Introduction To Organisation Administrators
Creating partner organisations
Usage reports
Editing your organisation profile and settings
User Management
7
Creating & Administering a Group
Creating a new user in your ISMS.online platform
Changing your user preferences in ISMS.online
Deactivating and Reactivating Users
Editing a users preferences
See all 7 articles
Projects
10
Creating and administering a project
Project structure & progress
Setting up a Project for Approval
Approving Policies and Controls
Document Management
See all 10 articles
Frameworks
4
Using Frameworks
Creating a Project based on a Framework
Creating a Framework
Updating an existing Project Framework
Tracks
5
Creating and Customising a Track
Administering categories within Tracks
Working within Tracks
Asset Inventory Track
Renaming 'To-Do' and 'Resolved' statuses in Tracks
Data Import
6
Importing data
Importing Projects
Importing Accounts and Contacts
Importing Users
Importing Tracks
See all 6 articles
Clusters
3
Creating and Using Clusters
Using the ISMS Overview
Using the Dashboard
Accounts
3
Customising Account Categories
Creating and Administering an Account
Accounts: Contacts and Contracts
Policy Packs
7
Creating Policy Packs and adding Policies
Administering Policy Packs
Printing or Exporting your Policy Pack
Monitoring Policy Pack Compliance
Policy Pack Notifications
See all 7 articles
Tools
4
Stakeholder Map
Creating and using To-dos
Adding a reading to a KPI
Creating Categories within Risk Map
Single Sign-on (SSO)
5
Setting up Single Sign-On (Entra ID)
Setting up Single Sign-On (Google)
Setting up Single Sign-On (Okta)
How to use New User Templates (Entra ID)
How to use New User Templates (Okta)
FAQs & Troubleshooting
4
Why am I getting livechat popups?
What to do if you forgot your password
Unable to Edit Note Content
Adding a Support User
Collaborating
0
Groups
0
Do more with ISMS.online
0
KPI
2
Creating a KPI
Adding a reading to a KPI
Additional Resources
0