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Product Discussions

A space to discuss all ScalePad products and services. Use these product threads to learn new things about familiar products, ask questions, and get your answers!

83 Topics
JShi
Rocketeer
JShiRocketeer
published in Lifecycle Manager
Lifecycle Manager | Enhancing Client Relations with Scorecards Now and Into the FutureF.A.Q.

Quick Reading (TL;DR)Lifecycle Manager Scorecards are created for MSPs to review clients' IT health, useful in business review meetings. They offer a broad view, assessing various IT environment aspects beyond hardware, using both automatic and manual item creation. Scorecards help align MSPs and clients on current IT issues, facilitating proactive roadmap planning. Items are scored for health and prioritized by urgency, aiding in strategic issue resolution discussions. Future Vision for Scorecards: Broaden Scope: Expand use cases beyond hardware, introduce templating and automation for efficiency. Make Proactive: Link with more data points, simplify data collection for earlier issue identification. Integrate with Client Systems: Enhance client service with comprehensive reports and action plans. Progress Tracking: Improve with comparison reporting, for better improvement tracking and forecasting. The goal is to evolve scorecards into a more powerful tool for MSPs, enhancing their a

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Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in ControlMap
ControlMap's New Command Center WalkthroughTutorial

Tulsie Narine, Solution Engineer for ScalePad, walks through new Command Center features in the latest Tech Bytes update. Watch our quick video to be in the know of our the latest enhancements to ControlMap!   

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Andrea Ayala
Community Manager
Dan Fox
Rocketeer
Dan FoxRocketeer
posted in ControlMap
CMMC for the MSP - Webinar with Kevin Mann the "CMMC Jedi"

ScalePad’s ControlMap team hosts weekly community peer group webinars on Wednesdays at 10am PST focused on Cybersecurity Compliance.  This week of March 27th our special guest was Kevin Mann, a ControlMap partner and CMMC Certified Professional and Assessor and his company is a C3PAO candidate. Kevin is the President of Resilient IT with over 15+ years experience as a technology & cybersecurity consultant in the MSP industry . He has been dubbed the “CMMC Jedi “and regularly presents on the topic of CMMC within the MSP and tech community. The recording to the Webinar is below and after 5 minutes of brief introductions you can hear Kevin share insights on an MSP’s responsibilities when working with a client who requires CMMCassessment:  ControlMap Weekly Wed Mar 27th Recording: https://scalepad.wistia.com/medias/xce7ydgxouInvite to join future Weekly Webinars: Wednesday's 10am Pacific / 1pm Eastern (45min)Register here: https://scalepad.zoom.us/meeting/register/tZcud-ugqTwqHdXh26ql_

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Luis Giraldo
Community Manager
Luis Giraldo
Community Manager
Luis GiraldoCommunity Manager
published in Marketplace
Procuring Warranties with Lifecycle Manager (Includes useful Sell-Through kit!)

Note: This article’s source is on the Lifecycle Manager Knowledge Base. Click here for the original article.💡 Resource: Download the ScalePad Warranty Services Sell-Through Kit at the bottom of the article.We’re excited to introduce a new, streamlined warranty procurement process in Lifecycle Manager.One intuitive workflow allows you to configure margins, warranty lengths, and co-terminations, send white-label proposals, get approvals, and procure warranties. It's easier than ever.From start to finish, this guide will walk you through identifying assets that need protection and procuring warranties through initiatives. From selecting your hardware assets to checkout, we'll ensure you have all the necessary information.Let's start.1. Navigate to your Strategy Dashboard or a Client DashboardClick Clients in your left-hand navigation bar. Click into a selected client on the Client consoleOrClick the Strategy button in your left-hand navigation bar. Click into a predefined insight pane on

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Luis Giraldo
Community Manager
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Lifecycle Manager
Marketplace Rewards Is Here!

We launched our Lifecycle Manager Marketplace Rewards Program in 2024 with a simple premise, to give back to our partners for protecting their clients. ScalePad Marketplace gives MSPs instant access to value-added services within Lifecycle Manager. These services include Infrastructure Protection (formerly Warranty Services), Workstation Assurance, and IT Asset Disposal. Each leverages automation to ensure you can deliver a better client experience while offering robust protection for their critical assets and infrastructure. For every Infrastructure Protection purchase, you’ll receive a $10 gift card to popular merchants. For every Workstation Assurance purchase, you’ll receive a $5 gift card to popular merchants. There’s no limit to how many gift cards you can earn, so you can keep racking up those rewards for every purchase you make. How do you get started? 1. Register for Marketplace RewardsSubmit the sign-up form, and you’re in! Your registration is automatically connected to your

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Andrea Ayala
Community Manager
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bbrehartNew Member
asked in ControlMap
Do You Have to Be A User of ControlMap to Be Assigned Tasks?

There’s a debate at my organization regarding the assigning of tasks (such as evidence collection or document uploading): can you assign tasks to anyone within an organization just using their email address, or do they have to be added to ControlMap as a user?

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Dan Fox
Rocketeer
kelliemurphy
Rocketeer
kelliemurphyRocketeer
published in ControlMap
Catch Up on Our GRC vCISO Wave Webinar Series — Now On Demand!News

Missed our GRC vCISO Wave webinar series? No worries! You can now watch all the recordings on demand. Whether you're building your CaaS program or looking to scale it, these sessions are packed with practical insights to help you grow your business and wow your clients. Webinar 1: Why GRC Matters for MSPsFind out how compliance can build trust, boost retention, and set you apart. Get the lowdown on delivering GRC services using frameworks like NIST, SOC 2, and CIS Controls. Hear real-world success stories from MSPs in the field. Watch Webinar 1Webinar 2: Building Recurring Value with CaaSLearn why CaaS is more than a one-and-done project—it’s an ongoing program. Discover how assessments, vendor risk management, and audit prep create real value. Pick up tips for continuous monitoring and policy management. Watch Webinar 2Webinar 3: Showcasing Client Value & Scaling CaaSSee how reporting automations, trust centers, and executive dashboards impress clients. Get strategies to scale you

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kelliemurphy
Rocketeer
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CarrieBNew Member
asked in ControlMap
Spelling and Grammar Errors in Assessment Report Templates

I need to highlight an issue with the assessment report and errors either in the template or in the tables the report is pulling from.  The assessment report contains spelling, punctuation and grammatical errors. (I did see another post about the grammar, punctuation, and spelling errors in the Pre-Assessment Questions but I would like to expand that).  Each time I run the assessment report, I must manually review and correct 110+ pages in Word (for NIST 800-171). Through the assessment process as I make changes while trying to finalize the project, I may run the assessment report anywhere from 10-15 times and often against multiple frameworks per assessment. The process of correcting the errors in each report is extremely time-consuming and frustrating, as well as introducing a risk of errors slipping through to our customers. If, or really when, that happens, each error reflects poorly on me, as the assessor, my company and ControlMap directly impacting the quality and professionalis

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Tom McGinley
5GN-Lee
5GN-LeeNew Member
posted in Backup Radar
Deprecation of Backup Radar release notes and product updates

I have noticed a sharp decline in information pertaining to Backup Radar being posted on the Product Updates page.Seems like the monthly release notes have ceased, and only major feature announcements get posted. I doubt that there has been no changes to the product since October 24...There then seems to be silent updates applied in the background (maybe monthly?) that change functionality or break policies and we don’t get any notification of their application or the changes going into effect.Am I missing something? Is there a Release Notes page I am just blind to?

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Jamie Kandola
Community Manager
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TessWNew Member
asked in Lifecycle Insights
Issue with Report Builder component - Image File

I have been unable to successfully attach a PDF to my Report Builder template using the Image File component.  I have attempted this with multiple sizes, layouts, and margins for the PDFs.   In Presentation Mode, the viewing area for the PDF appears to be set at half of the viewable screen size. In the downloaded printable (PDF version) copy of the Report Builder template, the PDF is - for lack of a better word - squashed.If there is something I can do to make this appear correctly in both the Presentation Mode and the downloaded version we provide to the client please let me know.  Otherwise, I assume this is a bug or a serious miss on the part of the developers. 

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leeNew Member
asked in ControlMap
When I try to connect Two out of five companies we have in ControlMap, I get the error "UnAuthorized: Your account is blocked".

I have superadmin privileges in ControlMap, so I am not sure why I am being blocked.  Three of the companies I can connect to with out issue.  I previously was able to access all five companies.

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AJ Suurhoff
Rocketeer
darrinpio
darrinpioNew Member
posted in Lifecycle Manager
Lifecycle Manager -> Quoter

We are a long time Quoter user - since Socket - and would love to beta test the integration between Lifecycle Manager and Quoter for Workstation Assurance packages.Thanks 😍

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darrinpio
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BrettRNew Member
asked in ControlMap
Custom attributes on assets in ControlMap

Is there a way to add other attributes/columns to assets in ControlMap, so it can be the basic asset register for an organisation? e.g. equipment barcode? Ideally, custom attributes would not be overwritten when rows are updated from an integration. I thought this existed but looking again, cannot see the option to add additional columns.

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bbakerNew Member
asked in Lifecycle Insights
Business Review Templates

Greetings! I’m recommending that we have the ability to create “Business Review” Templates that can be used for all our clients within the LCI tenant.  For example, have one global template for ‘quarterly business reviews’ or another one for ‘semiannual review’, and so forth. Our goal is to keep all of our notes / client activity (communication) within LCI.

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buchananNew Member
asked in ControlMap
Preassessment error

Trying to complete a pre-assessment, I get through question 28 and there’s no NEXT or COMPLETE button.  see attached imaged.  what am I doing wrong?

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Shay Macgabhann
Rocketeer
K
khillmanNew Member
asked in Lifecycle Insights
How do I delete an asset

I am trying to delete one asset under a client and am unable to 

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K
R
richiecoanActive Member
asked in ControlMap
NIST 800-171 and CMMC SSP

Need the ability to upload diagrams for several areas of the SSP to define system boundaries, define data flow for protected data, system boundaries, etc.

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ehill77New Member
asked in Lifecycle Manager
Scalepad reconizing VSAX as RMM?

Thank you for the ability for DATTO EDR logging into the reporting.  Now I am noticing Scalepad does not recogonize VSAX not being picked up on the reporting.  I know our clients have the RMM installed, but Scalepad show it does not.  This still prevents me from sending reports to clients.  Do we have a timeframe for VSAX recognized as RMM installed on devices?

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Evie Muir
Community Manager
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poppyNew Member
asked in ControlMap
Link existing uploaded policy to evidence

Is there a way that I am missing to link an existing uploaded Policy as evidence? 

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NorthfieldNew Member
asked in ControlMap
Control Map Outtage?

Hello, when trying to login to my MSP portal on ControlMap, none of my links are loading. Is there any known issues with the application now? There was the database maintenance last night and I can’t seem to login.Just shows up gray screen and when I try to go through the Lifecycle manager way, it just says redirecting to your region then freezes up. I’ve tried logging through incognito, deleting my cache, as well as logging in from another device on another network and it is not working.  Please help!

361
Andrea Ayala
Community Manager
D
Dr. MikeNew Member
asked in ControlMap
ControlMap CMMC/171 evidence expectations vs DIBCAC expectations

DIBCAC released a Self-Assessment Database that they themselves use when conducting assessments. It has very explicit expectations of minimally 320 evidence checks--some of which can be met by a single document/artifact. DIBCAC has evidence expectations for each of the 320 assessment objectives. How has ControlMap’s default expectations for evidence for CMMC landed on 53 pieces (and the same count for 171r2 framework)?  

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Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in ControlMap
The vCISO Wave – Why and How GRC Will Revolutionize Your BusinessNews

In our most recent webinar series, we tasked Secure Dan ( @Dan Fox ) with laying out why Governance, Risk, and Compliance (GRC) isn’t just about protecting your clients—it’s about creating new business opportunities while reducing liability. In our most recent webinar, Dan explains: Why GRC matters: You’ll learn how compliance builds trust, differentiates MSPs like yours, and helps with client retention—all while avoiding hefty regulatory fines. How to implement GRC as a service: We’ll walk through different approaches, from choosing the right framework like NIST, SOC 2, or CIS Controls, to structuring flexible service models such as monthly retainers or project-based pricing. The process: You’ll see how key phases like assessing gaps, audits, and ongoing monitoring create long-term value and deliverables like compliance assessments, risk management, and policy documentation. Lessons from the field: We’ll share success stories and common pitfalls, like ensuring framework alignmen

350
Andrea Ayala
Community Manager
A
alleneagleNew Member
asked in Lifecycle Manager
Missing features

When we first signed up for this service a couple of months ago I had the ability to create a new initiative based on an insight (workstations over X years old) and spread the workstations across X amount of quarters. I was then able to move computers between those quarters. I no longer see this functionality. Is it removed or has it been moved somewhere else? This is a basic function that sold us on the platform in the first place. The program is not much use if we cannot easily and intuitively plan out our equipment lifecycle. Thanks

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Andrew Day
Community Manager
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Marketplace
Congratulations to our Marketplace Rewards Winner!

Hey everyone! Some great news to share today. We’ve announced our GRAND PRIZE winner of the Marketplace Rewards Program contest, Go Consulting!  @ChrisO and the Go Consulting team won $5,000 for their office, woohoo!  If you didn’t see, we ran a limited contest where we rewarded our partners for joining the Service Marketplace Program (Check out that article HERE) and protecting your assets. If you’re new to ScalePad and want to learn more about Marketplace and Workstation Assurance, you can check that out HERE.  Congratulations again to the Go Consulting team and @ChrisO!

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Andrea Ayala
Community Manager
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scheidellActive Member
asked in ControlMap
your PCI DSS 4.0 has extremely limited use

first problem, your pci dss 4.0 is based on the ‘prioritized approach;’361 questions.https://docs-prv.pcisecuritystandards.org/PCI%20DSS/Supporting%20Document/Prioritized-Approach-For-PCI-DSS-v4-0.pdf Basically useless. and I do 3 or 4 PCI readiness audits a year (and I can’t use controlmap, Example: if a client needs to be pci compliant, and can use the SAQ A, there are only 22 controls.So if I ask the client to go through the 360 questions and mark 338 of them as ‘out of scope’ they will compare me to.. ok, bozo the clown.how to fix? don’t know.  you would need to tag each control with the SAQ that requires is, and let us mark ‘all out of scope except’  these tags.here is the list: The number of questions in each PCI Self-Assessment Questionnaire (SAQ) varies based on the SAQ type. Here's a breakdown of the number of questions per SAQ type: SAQ A: ~22 questions This SAQ is for merchants who have fully outsourced all cardholder data functions to third-party service providers. SAQ A-

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Dan Fox
Rocketeer
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