Client Guide
Start with a risk assessment, then work through the controls it uncovers. This guide covers the day-to-day tasks inside the platform.
Client tab — integrations, estate, assets
The three sub-tabs that describe your organisation: Microsoft 365, EDR, and Aikido connectors; declared environment; the asset register
Connecting Aikido Security
Wire AppSec findings (code vulnerabilities, leaked secrets, container scans, cloud posture) into the audit-readiness report
Connecting NinjaOne Backup
Wire backup jobs and restore tests into the audit-readiness report. Three-step API app setup that catches most NinjaOne 404s.
Risks — assessments, register, roadmap
Run a risk assessment, browse confirmed risks by treatment, plan actions on a sprint Kanban (CCB 1–5 maturity scoring lives on Audit Readiness)
Documents (Wiki)
Browse policies, procedures, and reports in the split-pane document tree
Audit Readiness
Per-control CAB readiness, CCB 1–5 maturity scoring, snapshots, and history
Registers
Risk, incident, training, backup-test and more — populated registers auto-contribute evidence to Audit Readiness
Working Through Controls
Understand what each control asks for and how to mark it complete
Generating Policy Documents
Use the policy wizard to create GDPR- and NIS2-aligned documents
Attaching Evidence
Attach typed artifacts (policy, log, config snapshot) with scope and expiry from each control's Evidence panel
Exporting for your CAB auditor
Produce the official CCB CyFun workbook (xlsx) or a full evidence bundle (zip) for audit submission
TARS AI Assistant
Ask compliance questions, search your wiki, and let TARS propose changes
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