Platform Navigation
Continuous Monitoring Dashboard
The Continuous Monitoring Dashboard lets you review and manage everything related to the continuous monitoring feature of OneClickComply. It can be accessed by selecting Monitoring from the main navigation menu, and clicking Dashboard from the associated dropdown, as shown below: Navigation guidance for accessing the continuous monitoring dashboard (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-0933401ikyt0z.png =800x180) NavigatingPopularOutstanding Tasks
All of your Outstanding Tasks are located in the Outstanding Tasks area, which is accessible from the main menu under the Compliance tab. This page lets you view all of the compliance tasks that have yet to be completed, or have recently been generated as the result of a continuous monitoring scan. You can access the page by following the steps below: Navigation guidance for accessing the outstanding tasks area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screeSome readersTask History
The Task History page contains a record of all tasks that have been completed, marked as manual, considered out of scope, or have failed to be completed in some form. This page works in tandem with both Outstanding Tasks and Manual Task Queue, so tasks will frequently move between all of these areas. You can access Task History by selecting Compliance from the main menu, then selecting Task History from the associated dropdown, as shown below: Navigation guidance forSome readersManage Account
The Account page serves as the main area for controlling your entire OneClickComply journey. You can onboard or offboard users, manage business details, and your connected tenants. You can access this area by selecting Manage Account from the Settings dropdown menu. See below: Navigation guidance for accessing account settings (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-1142451mwfc2n.png =800x183) Navigating the page There are twSome readersIntegrations
The Integration area lets connect various applications to the OneClickComply platform. To access your integrations, select Integrations from the main navigation menu, then Marketplace from the dropdown menu. See below: Navigation guidance for accessing the integrations marketplace (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-1124491hf7ig6.png =800x130) Navigating the page A screenshot of an example integrations page (https://stoSome readersManual Task Queue
The Manual Task Queue is your central hub for any tasks that you or your business have decided should be carried out manually. This can be for a variety of reasons, so we created a separate area in order to make tracking your different tasks more manageable. Your Manual Task Queue is located under the Compliance tab in the main navigation menu, as shown below: Navigation guidance for accessing the manual task queue (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894caSome readersReport Card
The Report Card page provides a top-down view of your entire compliance profile, highlighting your progress, and informing you of what work remains to be completed. You can access this area by selecting Reporting from the main navigation menu, then choosing Report Card from the dropdown. See below: Navigation guidance for accessing the report card area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-093853g5yi2l.png =800x176) There are sSome readersCompliance Scans
Your compliance scans give you a top down view of your entire compliance journey, and knowing how to properly review them is incredibly important. You can view both your most recent, and any previous compliance scans in the Compliance History area, located within the Compliance Dashboard. See below: Navigation guidance for accessing the compliance history area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-093514-c1ysvowg.png =800x249) SelSome readersAudit Logs
The Audit Log area serves as a record of all your compliance progress within the OneClickComply platform. It automatically collects important information about tasks and tabulates the data for reviewing or exporting purposes. Your audit logs can be accessed by selecting Audit Logs from the dropdown menu under Reporting. See below: Navigation guidance for accessing the audit logs area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-093853-Some readersContinuous Monitoring Settings
You can change various continuous monitoring settings through the Manage Connections page within the Continuous Monitoring Dashboard. This can be achieved by navigating to Monitoring, then selecting Dashboard from the dropdown menu. Once on the Dashboard, you will see the Connections area on the left hand side. See below: Navigation guidance for accessing continuous monitoring settings (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-Some readersOn Demand Scans
You can access the On Demand Scans page through the Continuous Monitoring Dashboard. The dashboard can be located under the Scanning tab. You can follow the guide below to access the scans page: Navigation guidance for accessing the continuous monitoring dashboard (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-0933401q5h0yk.png =800x180) Once you on the Continuous Monitoring dashboard, select On-Demand Scans, as shown below:Few readersOutscoped Tasks
You can access your Outscoped Tasks area by navigating to Compliance, and then selecting Outscoped Tasks from the dropdown, as shown below: Navigation guidance for accessing the outscoped tasks area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-092022-c1y7515m.png =800x382) Navigating the page In this area you will find a list of all your compliance tasks that have been marked as 'Outscoped'. As with other task list pages, you wiFew readersNavigation Bar
The Navigation Bar is your gateway to every function of the OneClickComply platform. It is located at the top of the user interface, and looks like this: Navigation bar screenshot (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-24-155928eudkd3.png =1098x71) Let's go through each of these tabs in order. Compliance Within the compliance tab you will find multiple different sections, all with the overall aim of managing your businesses' compliance. HFew readersInformation Asset Register
The Information Asset Register is located within the ISMS area of the Compliance tab. It can be accessed by following the steps as shown below: Navigation guidance for accessing the information asset register (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-092022fa2cqi.png =800x382) Navigating the page An example screenshot of the information asset register (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screensFew readersPolicy Generator
The Policy Generator can be accessed through the AutoComplete section of the OneClickComply platform, which is located within the Compliance tab. You can find the associated steps below: Navigation guidance for accessing the autocomplete policy builder (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-092022-crq0r03.png =800x382) Navigating the page The Policy Generator area contains all of your in-progress and completed policies,Few readersRisk Register
The Risk Register can be located within the ISMS area of the Compliance tab. You can follow the steps outlined below to access the correct area: Navigation guidance for accessing the risk register (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-092022-c1xikjm3.png =800x382) Navigating the page An example screenshot of the risk register page (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-17-14Few readersAccount Tasks
You can access the Account Task area through the Settings dropdown of the navigation bar. See below for guidance: Navigation guidance for (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-122053gzf91f.png =800x185) Inside of the Account Tasks area you will find a list of tasks that you are required to complete in order for the OneClickComply platform to function as intended. An example task would be to 'Book your onboarding call' or 'RevieFew readersIncident Management
The Incident Management area is located in the ISMS tab. The ISMS tab can be found underneath Compliance. You can follow the guide below to access the Incident Management area of the OneClickComply platform: Navigation guidance for accessing the incident management area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-092022-c1ldrphw.png =800x382) Navigating the page An example screenshot of the incident management area (hFew readersBilling
The Billing area can be found within the Settings dropdown, as shown below: Navigation guidance for accessing the billing area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-02-26-122053-csy89ni.png =800x185) When you select Billing a new window will open, separate to the main OneClickComply platform. This area will allow you to change aspects of your billing, review expenditure etc. If you would like further support with your billing, pleFew readersPenetration Testing
You can access the Penetration Testing area of the OneClickComply platform through the Scanning dropdown on the Navigation Bar. See below for an example: Navigation guidance for accessing the penetration testing area (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-03-06-151921vwyx16.png =800x171) Through the Penetration Testing area you can test the security of various endpoints within your organisations, such as websites, devices, databases etFew readersCyber Essentials Questionnaire
You can access the Cyber Essentials Questionnaire by selecting Audit & Assessment from the Navigation Bar, then selecting the questionnaire. You can find the visual steps below: Navigation guidance for accessing the cyber essentials questionnaire (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-03-06-151425122vdxj.png =800x207) In this area you can easily complete self-assessment questionnaire required for Cyber Essentials certification, and the plFew readers