Write technical standards a team can use
Write testable standards with evidence, exceptions and support instructions, rather than a list of preferred products.
Topic / Security
Security
Guides and working resources tagged security.
Field guides
Guide · 6 minTech lead, Cybersecurity, Service desk & technicians→
Roll out AI tools without handing over client secrets
Set prompt-data boundaries, check the exact account and tool documentation, and give staff an approved-use note with an owner and a stop route.
Secure your own MSP tools first
Review the access, integrations, alerts and recovery paths around your RMM, PSA and documentation systems, with a usable evidence sheet.
Pilot Microsoft 365 Copilot on a client-review preparation task
Turn a small authorized evidence pack into a checked client-review brief, with permission tests and an honest effort comparison.
Build a read-only Copilot Studio procedure finder
Design an authenticated knowledge agent that answers from a small approved procedure library and refuses unsupported or unauthorized requests.
Evaluate a community script or GPO change before the lab
Turn a discovered script or policy suggestion into a reviewed provenance record, a bounded lab plan and an evidence-based accept or reject decision.
Working sheets
Technical standard and exception fields
AI approval sheet and staff-use note
MSP tooling access and recovery review
For Cybersecurity, Tech lead, Owner, Service desk & technicians
Copilot preparation pilot worksheet
For Account management, Service desk & technicians, Service manager, Cybersecurity
Copilot Studio procedure finder design and test sheet
For Service desk & technicians, Automation & AI, Tech lead, Cybersecurity
Script and GPO candidate review worksheet
For Service desk & technicians, Tech lead, Cybersecurity, Automation & AI