Platform Navigation
Risk Register
The Risk Register can be used to create, store, and review various risks to your organisation, as outlined by compliance standards such as ISO 27001 and SOC 2. It can be accessed by selecting the Risk Register button from within Compliance < ISMS, as shown below: Risk register navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-142426nd1oay.png =250x330) To learn more about the Risk Register feature of the OFew readersQuestionnaire Automation (Beta)
The Questionnaire Automation feature of the OneClickComply platform allows you easily complete any vendor onboarding documents or due diligence questionnaires using our OneClickComplyAI. You can access this feature by clicking the Questionnaire Automation button from within Audit & Assessment < Assessment, as shown below: Questionnaire automation navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-151729z33x7Few readersVendor Risk Management
The Vendor Risk Management area of the OneClickComply platform allows you to log third-party vendors associated with your business, manage the risks associated with them, and automatically send and collect due diligence questionnaires. It can by accessed by selecting the Vendor Risk Management button from within Compliance < ISMS, as shown below: Vendor risk management navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-20Few readersReporting
The Reporting area provides a top-down view of your entire compliance profile, highlighting your progress, and showing you what work remains to be completed. You can access this area by selecting Reporting from the main navigation menu, as shown below: Reporting navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-1549551itoj9o.png =250x185) To learn more about the reporting aspect of OneClickComply, click here (httFew readersAudit Log
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 so it can be easily reviewed or exported. It can be accessed by selecting Audit Log from within the Audit & Assessments area, as shown below: Audit log navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-1522121w2p0ms.png =25Few readersDevice Vulnerabilities
The Device Vulnerabilities area of the platform allows you to install our agent, scan in-scope devices for vulnerabilities, and remediate any detected issues immediately. This feature can be accessed by selecting the Device Vulnerabilities button from within Scanning < Vulnerability Management, as shown below: Device vulnerabilities navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-144857l9fol6.png =250x169) TFew readersInformation Asset Register
The Information Asset Register, as the name suggests, allows you to create and store information about your organisation's information assets. These can range from certain files and customer records, to entire databases. Using this area you can collate all of your assets into one area, making it both easy to manage, and for auditors to access and review. It can be accessed by selecting the Information Asset Register button from within Compliance < ISMS, as shown below: InformatFew readersAccount Tasks
Inside of the Account Tasks area you will find a list of tasks that we require you to complete in order for the OneClickComply platform to function as intended, or for you to get maximum value out of the platform. An example Account Task would be to 'Book your onboarding call'. See below for guidance on accessing Account Tasks. Navigation guidance for accessing account tasks (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-26-105117Few readersAccount Management
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 your name from the bottom of the navigation bar, as shown below: Navigation guidance for account management (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-26-105335j0ed02.png =236x237) There are four main sections relevaFew readersCyber Essentials Questionnaire
Within the Cyber Essentials Questionnaire area you can easily complete the self-assessment questionnaire required for Cyber Essentials certification, and the platform will automatically fill any answers using information about your currently implemented controls and settings. It can be accessed by selecting Cyber Essentials Questionnaire from within Audit & Assessment < Assessment, as shown below: Cyber essentials questionnaire navigation guidance (https://storage.crisp.chat/useFew readersPhysical & Virtual Asset Register
The Physical & Virtual Asset Register allows you to keep a record of the physical and virtual assets associated with your business. It can be accessed by selecting the Physical & Virtual Asset Register button from within Compliance < ISMS, as shown below: Physical & virtual asset register navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-142433u4q1m3.png =250x327) To learn more about this feature, please clickFew readersContinuous Monitoring
The Continuous Monitoring area lets you review and manage everything related to the continuous monitoring feature of OneClickComply. It can be accessed by selecting the Continuous Monitoring button from within the Scanning dropdown, as shown below: Continuous monitoring navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-145316s9enkv.png =250x104) To learn more about using the continuous monitoring features of OFew readersAutoComplete
The AutoComplete policy generator allows users to instantly generate over 30 compliance policies using templates written by SOC 2 and ISO auditors, and information about their currently implemented controls. It can be accessed by selecting the AutoComplete button from within Compliance < Policies, as shown below: Autocomplete navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-1413401ffm0if.png =250x204) To learFew readersTrust Centre
The Trust Centre allows your business to easily demonstrate its compliance with various certifications and standards to any interested party. It can be accessed by selecting the Trust Centre button from within the Audit & Assessment tab, as shown below: Trust centre navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-152224vfurd1.png =250x141) To learn more about the Trust Centre feature of the OneClickCompFew readersInternal Policy Management
The Internal Policy Management area allows users to upload, disseminate, and track the acceptance of internal policies amongst employees. It can be accessed by selecting the Internal Policy Management button from within Compliance < Policies, as shown below: Internal policy management guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-1421527tyq6q.png =250x241) To learn more about Internal Policy Management, click heFew readersAccount Settings
The Account Settings are is located at the bottom of the navigation bar within the Account Management area, and allows you to update the name, email address and password associated with your account. See below for guidance on accessing this area: Navigation guidance for account settings (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-26-1053351lxtitb.png =236x237)Few readersControl Management
The Control Management area allows you to explore, manage, automate, and complete controls and tasks associated with compliance standards and frameworks. This will likely be one of the main areas that you interact with when using the OneClickComply platform, so it's important to get acquainted with it. You can access the area by selecting the Control Management button from within Compliance < Control and Standards, as shown below: Control management navigation guidance (https://Few readersBilling
The Billing area allows you to manage your payment plan with OneClickComply, and can be accessed within the Account Management area, located at the bottom of the navigation bar, as shown below. Navigation guidance for billing (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-26-1057167p1rxu.png =236x235) For more information about billing, or if you have any questions about your payment plan, please speak to a member of our support teFew readersPenetration Testing
Within the Penetration Testing area of the OneClickComply platform you can test the security of various endpoints within your organisations, such as websites, devices, databases etc. It can be accessed by selecting the Penetration Testing option from within Scanning < Vulnerability Management, as shown below: Penetration testing navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-1448378q8gwc.png =250x179) To lFew readersTask History
The Task History area keeps a tabulated record of all the tasks that have been actioned within the OneClickComply platform. It's a good way to make sure that tasks have been completed successfully, or to check who has been doing tasks. It can be accessed by selecting the Task History button within Compliance < Task, as shown below: Task history navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-1409267bv2hp.pngFew readersIntegrations
The Integrations area allows you to connect your various environments to the OneClickComply platform, such as Microsoft 365, Google Workspace, and AWS. It can be accessed by selecting the Integrations option from the main navigation bar, as shown below: Integrations navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-1549481bdw8be.png =250x182) To learn more about how you can connect your environments to OneClickCoFew readersNavigation Bar
The Navigation Bar is your gateway to every function of the OneClickComply platform and is located on the left hand side of the page. Navigation bar screenshot (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-123638nfz7m2.png =254x300) It is important to note that the Compliance, Scanning, and Audit & Assessment tabs have contain subsections. We will go through each tab and subsection of the Navigation bar in order and explain thFew readersIncident Management
Within the Incident Management page you will be able to view, log, and review any security incidents that have taken place within your business, allowing you to keep all ISMS related information within the OneClickComply platform. You can access this area by selecting the Incident Management button from within Compliance < ISMS, as shown below: Incident management navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06Few readersMy Tasks
The My Tasks area allow you to view and complete any compliance tasks that have been assigned to you by another user within your organisation. It can be accessed by selecting the My Tasks option from within Compliance < Tasks, as shown below: My tasks navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-25-143132sai1xt.png =236x236) To learn more about completing tasks assigned to you, click here (https://support.oFew readersStandards
The Standards area allows you to view the compliance frameworks and standards that are currently supported, view the controls associated with them, and chose whether to work towards a standard or not. It can be accessed by selecting the Standards button from within Compliance Control and Standards, as shown below: Standards navigation guidance (https://storage.crisp.chat/users/helpdesk/website/-/2/f/1/a/2f1af62ef894ca00/screenshot-2025-06-24-134831ni82qs.png =250x142) To leaFew readers