Documentation

How to use Revo

Guides for MSP technicians: install the agent, patch and upgrade devices, connect Microsoft 365, work findings and prove progress to your customers.

Start here

• Your first 30 minutesA practical checklist to set up your workspace, add a first customer and its devices, then start with each module you have.
• Install on WindowsInstall RevoAgent on Windows PCs and servers by hand, silently through your RMM, or on Windows on Arm.
• How patch management worksWhat Revo installs, the three switches that must all allow it, how to turn it on for a customer and how to pause everything.
• Connect Microsoft 365Set up your workspace's own Entra app once, then connect each customer's tenant with an admin-consent link.
• Severity, risk and the security scoreWhat each severity means, how findings are ranked by risk, and how a customer's 0–100 score and A–F grade are calculated.
• Ideal state (baselines)Decide which controls count for each customer, and with what thresholds, so scores, plans, compliance and reports measure what you agreed.

All topics

• Getting started

  Concepts, the first 30 minutes and finding your way around.

  • Key concepts
  • Modules
  • Your first 30 minutes
  • Finding your way around
  All 7 articles →
• Customers & portal

  Customers and prospects, contacts and the read-only customer portal.

  • Add and manage customers
  • Prospect risk assessment
  • Customer contacts
  • Customer portal
  All 6 articles →
• Devices & agent

  Install RevoAgent on Windows, macOS and Linux, release channels and device actions.

  • Devices and RevoAgent
  • Install on Windows
  • Install on macOS
  • Install on Linux
  All 13 articles →
• Firewalls

  pfSense and OPNsense: link a firewall, monitoring, security checks and config backups.

  • Firewalls overview
  • Link a firewall
  • Config backups
  • Firewall logs
  All 5 articles →
• Patching & Windows upgrades

  Policies, approvals, maintenance windows, restarts and Windows version upgrades.

  • How patch management works
  • Policies, rings and maintenance windows
  • Approve updates
  • Install, scan and restart now
  All 9 articles →
• RevoPSA

  Tickets, response times, the customer portal, contracts and monthly billing.

  • Tickets
  • Working the service desk
  • SLA policies and business hours
  • Satisfaction surveys and desk reports
  All 13 articles →
• RevoDocs

  Documentation pages, structured records, the knowledge base and the credential vault.

  • RevoDocs overview
  • Documentation pages
  • Structured records
  • Knowledge base
  All 5 articles →
• Monitoring & scripts

  Device monitoring and alerts, scripts approved with a passkey, device actions, background tools, network discovery and remote access.

  • Monitoring and alerts
  • Policies
  • RMM reports
  • Scripts
  All 9 articles →
• RevoCloud (Microsoft 365)

  Link a tenant once, manage users, groups and licences, management access and offboarding.

  • RevoCloud overview
  • Link a customer's Microsoft 365 tenant
  • Management access
  • Offboard a user
  All 5 articles →
• Identity (Microsoft 365)

  Connect tenants, investigate users, sign-in strength and Secure Score.

  • Connect Microsoft 365
  • Permissions and licences
  • Investigating users
  • Sign-in strength
  All 5 articles →
• Findings & alerts

  Severity, confidence, the security score and working the queues.

  • Severity, risk and the security score
  • Confirmed, firm and suspected
  • Triage workflow
  • Alerts (security events)
• Vulnerabilities

  Vulnerability matching, KEV and EPSS, and threat watches.

  • Vulnerability management
  • KEV and EPSS
  • Threat watches
• Attack surface & assessments

  External and internal assessments, scope and authorization, and dark web checks.

  • External assessments
  • Scope, domain verification and authorization
  • Dark web and exposure checks
  • Internal assessments
  All 5 articles →
• Compliance & ideal state

  Each customer's ideal state, templates and the action plan.

  • Ideal state (baselines)
  • Ideal-state templates
  • Action plan
• Integrated posture

  How modules come together into one security posture per customer.

  • Posture pillars
  • Risk levels
  • Insights
  • Related context
  All 5 articles →
• Remediation

  What RevoSecure changes on systems today, and what's planned.

  • Remediation
• ThreatLocker

  Read-only ThreatLocker integration, Detect and MDR alerts, and allowlisting the agent.

  • Connect ThreatLocker
  • Detect and MDR alerts
  • Allowlist RevoAgent
• Code security

  Vulnerable dependencies in GitHub repositories and SBOM applications.

  • Code and applications
  • Connect GitHub
  • Applications from an SBOM
• Reports & schedules

  Report types, scheduled delivery, branding and change tracking.

  • Report types
  • Scheduled reports
  • Branding and sharing
  • Change tracking
• AI analyst

  Ask questions, analyse findings, approvals and what the AI can see.

  • The AI analyst
  • AI approvals
  • Internet search
  • What the AI can see
• Integrations

  PSA ticketing, Syncro, webhooks and API keys.

  • Integrations
  • PSA ticketing
  • Syncro
  • Webhooks
  All 5 articles →
• Notifications

  In-app and email notifications and alert recipients.

  • Notifications
• Automations

  Rules that act on events and schedules, email in, Teams, Slack and SMS.

  • Automations
• Security & privacy

  Account security, roles, the audit log and how data is protected.

  • Account security and MFA
  • Roles and permissions
  • Audit log
  • How your data is protected
• Reference

  Glossary, frequently asked questions and troubleshooting.

  • Glossary
  • Frequently asked questions
  • Troubleshooting