Knowledge Base

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Teams guest access review checklist

## Overview Stale guest accounts increase data leak risk. Quarterly review is a lightweight control executives understand. ## Review steps 1. Export...
microsoft-365-collaboration msp seed-library
Jan 24, 2024 Read more →

OneDrive known-folder-move rollout steps

## Overview Known Folder Move (KFM) redirects Desktop/Documents/Pictures to OneDrive—critical for backup and ransomware recovery. ## Pilot 1. Identif...
microsoft-365-collaboration msp seed-library
Jan 23, 2024 Read more →

Shared mailbox vs group mailbox decision guide

## Overview Teams often debate shared mailbox (Exchange) vs Microsoft 365 Group / Team for “department@”. Criteria below reduce rework. ## Use a shar...
microsoft-365-collaboration msp seed-library
Jan 22, 2024 Read more →

License optimization: E3 vs E5 vs Business Premium

## Overview Choosing the right Microsoft 365 SKU affects security features, compliance tools, and cost. Use this guide in QBRs—not as a one-size quote...
microsoft-365-collaboration msp seed-library
Jan 21, 2024 Read more →

Quarterly security review agenda for vCISO clients

## Overview A quarterly security review aligns technology, risk, and roadmap. Use a consistent agenda so clients can prepare artifacts. ## Suggested...
security-endpoint-protection msp seed-library
Jan 20, 2024 Read more →

Weekly security patch communication to clients

## Overview Predictable communications reduce surprise reboots and help clients plan. Standardize a weekly Patch Tuesday note. ## Content blocks 1....
security-endpoint-protection msp seed-library
Jan 19, 2024 Read more →

Incident handoff template after containment

## Overview When primary on-call hands off to SOC, IR firm, or another technician, ambiguity causes dropped tasks. Use a structured handoff. ## Hand...
security-endpoint-protection msp seed-library
Jan 18, 2024 Read more →

Email link sandboxing expectations for clients

## Overview Defender for Office 365 Safe Links rewrites URLs and scans at click-time. Clients need realistic expectations about delays and rare break...
security-endpoint-protection msp seed-library
Jan 17, 2024 Read more →

Chrome/Edge extension allowlist policy

## Overview Malicious extensions steal cookies and session tokens. Allowlisting reduces risk; balance against user demand. ## Build the catalog 1....
security-endpoint-protection msp seed-library
Jan 16, 2024 Read more →

Local admin rights: just-in-time elevation patterns

## Overview Standing local admin for all users increases malware blast radius. JIT elevation grants temporary admin for approved tasks. ## Patterns...
security-endpoint-protection msp seed-library
Jan 15, 2024 Read more →

Securing RDP: gateway vs VPN vs Private Access

## Overview Exposed RDP is one of the top ransomware vectors. Present three patterns to clients with clear tradeoffs. ## Option comparison | Patter...
security-endpoint-protection msp seed-library
Jan 14, 2024 Read more →

LAPS deployment and troubleshooting

## Overview Local Administrator Password Solution (Windows LAPS) rotates local Administrator passwords and stores them in Entra ID or AD for retrieva...
security-endpoint-protection msp seed-library
Jan 13, 2024 Read more →