Account Settings
Managing Integrations
Integrations with third-party applications allows OneClickComply to fully utilise its automation capabilities. You can locate your connected integrations by selecting Integrations from the main menu, then clicking Marketplace. Once on the integrations page, select Manage on any of your currently connected apps. See below for an example: (https://downloads.intercomcdn.PopularSubmitting Your Own Integration
OneClickComply is an always developing platform, and we would love to hear from you about what software you use day-to-day within your business. The Submit your own integration button will let you submit a suggestion for our next integration, as we will prioritise those that our users request the most. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259401749/e3aSome readersUpdating Business Details
You can update your business details within the Manage Account area. You can access this by selecting Settings from the main navigation menu, then clicking Manage Account from the drop down options, as shown below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1260345796/268e6b5715d8f74545d09da6c252/Untitled-2Bdesign-2B-286-29.png?expires=1732946400&signature=e98cf9a6Some readersOnboarding Other Users & Account Types
Your OneClickComply account will have one account owner, and as many administrators and auditor profiles as required. You can access the Account User area by navigating to Settings in the main navigation menu, selecting Manage Account from the dropdown, then scrolling down to Account Users. You can see an example of this area below: (https://downloads.intercomFew readersChanging Account Connections
The Account Connections area is where you can find all of your connected IT systems and tenants. You can access them by navigating to Settings, then selecting Manage Account. Here you will find a top-down view of all the connections and integrations that have been made along your compliance journey, as demonstrated below. (https://downloads.intercomcdn.com/i/o/zi9pyqpuFew readers
Navigation
Outstanding Tasks
All of your Outstanding Tasks are located in the Outstanding Tasks area, accessible from the main menu, under the Compliance dropdown. 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: (https://downloads.interSome 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: (https://storage.crispSome 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: (https:Some readersContinuous 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: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257715741/6e153d2d8d70af8fe83fe67e20d5/ScrSome readersIntegrations
The Integration area lets connect your various apps and systems to the OneClickComply platform. To access your integrations, select Integrations from the main navigation menu, then Marketplace from the dropdown menu. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257767274/362a8b943938fc7e44eda206ace3/Screenshot+2024-11-19+144615.png?expires=1732946400&sigSome 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: (https://downloads.intercomcdn.com/i/oFew readersYour Account
Your 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: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257961209/a94b50c94ae1d1766ab291897e82/ScreeFew readersReport Card
The Report Card page provides a top-down view of your entire compliance profile, highlighting both your progress, and how far you have to go. You can access this area by selecting Reporting from the main navigation menu, then choosing Report Card from the dropdown. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257893498/82cd390a273aada844c8bf952fc2/ScreensFew 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 past compliance scans within the Compliance History area in the Compliance Dashboard. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259096042/62ca0bee75916b70dccd49e45e44/ScFew readersContinuous Monitoring Settings
You can change various continuous monitoring settings through the 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: (https://downloads.intercomcdn.com/i/o/ziFew readers
Continuous Monitoring
Reviewing Past Compliance Scans
Looking back at previous continuous monitoring scans is a good way to judge how far your business has come along its compliance journey. You can access your Scan History through Compliance History on the Continuous Monitoring Dashboard. Once on the page, scroll down slightly to Scan History. You will see a page similar to the following (as long as continuous monitoring has been enabled and a scan has taken place): (https://storage.crisp.chat/users/helpdesk/website/4399e1d45PopularChanging Continuous Monitoring Settings
If you need to update any of your Continuous Monitoring configurations, these can be changed within relevant connections area. To access these settings, please select Manage, located underneath the Connections section of Continuous Monitoring Dashboard. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259078867/ee55ed04a87a60cb4ed4fdb0e23d/Screenshot-2B2PopularCompliance at a Glance Results
The Compliance at a Glance area allows you to quickly review your compliance progress by checking the results of your most recent continuous monitoring scan. You can access this area by selecting Dashboard from the Monitoring dropdown in the main navigation menu. Here's an example of what this area may look like. (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259069Some readersActioning Compliance Scans
Your Compliance Scans act as the blueprint for your entire compliance journey, instructing you on where to place focus, and informing you of any gaps within your security. Let's learn how to respond to any alerts from a scan. Once you have accessed your Scan History, and there has been an issue with a recent scan, you will see a header labelled Scans Requiring Action, as shown by the example below: (https://storage.crisp.chat/users/helpdesk/website/eb9a49577266c800/3067e4d9-569Some readersScan History Graphs
The OneClickComply platform outputs all of your compliance and continuous monitoring data into graphs, allowing for easy exporting and to act as a quick way to demonstrate progress to co-workers, clients, and auditors. You can access these graphs in Compliance History, within the Continuous Monitoring Dashboard. These graphs will show your overall compliance progress over the course of 30 days, Quarterly, and Yearly. There is also a graph to show your Compliance Check HisFew readers
Tasks & Compliance
Task Dependencies
Sometimes certain tasks will have pre-requisites before they can be completed. These are referred to as Dependencies. A task that is particularly complex, or requires a certain setting enabled in order to be completed, will have a yellow banner above it to highlight any tasks that must be completed beforehand. This will only be shown when Reviewing the task in more detail. Here's an example: (https://storage.crisp.chat/users/helpdesk/website/68c5dcb4bffd7000/d4eb7ed0-8e5a-4e72-8b49Some readersUnderstanding the Report Card
An important aspect of compliance is understanding both how far you have come, but also how much more work there is left to be completed. The Report Card area allows you to gain a top-down view of your how many tasks you have remaining. This area can be accessed by selecting Reporting from the main menu, then clicking Report Card from the dropdown. Scrolling down the page slightly will show a graph similar to the following: (https://storage.crisp.chat/users/helpdesk/website/f2Some readersCompleting Manual Tasks
Sometimes you may wish to complete a task by hand, rather than allowing OneClickComply to do it automatically. To start, access the Manual Task Queue and click Review on the task you wish to complete manually. See an example below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1268946417/fc24cd1214e016ae71ee2acc50ec/Screenshot+2024-11-28+094940.png?expires=1732946400&signSome readersCompleting Outstanding Tasks Automatically
Automatically completing your Outstanding Tasks is the beating heart of OneClickComply. Here's how you can complete your compliance tasks in a matter of seconds. First, navigate to your chosen task in Outstanding Tasks, then select Review, as shown below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1258981846/68cb9920a5c9e8b167ff1483488b/Screenshot+2024-11-20+1034Some readersReviewing Outstanding Tasks
Reviewing Outstanding Tasks is the bread and butter of OneClickComply, and knowing where to find crucial information about your compliance is incredibly important. Once on the Outstanding Tasks page, select Review on the right hand side of the task, as shown below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257997234/42098e1acc2f135b8537448be692/Screenshot+2024-Some readersMarking Tasks as Out of Scope
Sometimes a specific task or policy of a compliance standard will not be relevant to your business. While this can be for a variety of reasons, it's important to know how to marks tasks as non-applicable to your scope. First, click Review on your desired task within the Outstanding Tasks area. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259026223/3ca78188aSome readersMeasuring Compliance
The Report Card area contains different metrics to measure your compliance progress. You can access this area by selecting Reporting from the main menu, and then clicking Report Card from the drop down. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259439779/e07ec408eb8598ca072f9a7ed553/Untitled-2Bdesign-2B-285-29.png?expires=1732946400&signature=ef23af9a58Some readersReviewing Task History
Reviewing tasks in the Task History area is a critical component of managing your compliance. Once in Task History, select Review next to the task you wish to see in more detail. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1258940933/2efdae968633781f9ac7c3daf896/Screenshot+2024-11-20+095836.png?expires=1732946400&signature=6bcbce469f7259832ba5d03903c755aSome readersReviewing Task Implications
Similar to completing a task manually, the description of the task will include an Implications area, and a This Automation section. These will provide more information about the overall impact of the task being reviewed. Let's look at an example: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1266399203/00afbbd3521b0eacc13d48a62750/Screenshot+2024-11-26+145257.png?expirFew readersReviewing Audit Logs
Audit logs serve as a record of any changes and alterations to a businesses IT system. Auditors can use these record to examine configurations, cross-reference settings against security standards, and determine whether a business has been in compliance with a chosen cyber security framework/standard. You can access your audit logs by clicking Reporting on the main menu, and then selecting Audit from the drop down. Once in the Audit Log area, here is an example of what your page mayFew readersMarking Tasks as Manual
In order to move from your Outstanding Tasks area to the Manual Task Queue, they need to be marked as manual first. You can mark tasks within the Review area. First, navigate to your desired task in Outstanding Tasks, then select Review. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259015891/bb3200a1216f5ea5d79e8807d9ca/Screenshot+2024-11-20+103Few readers