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Getting started

Key concepts
Modules
Your first 30 minutes
Finding your way around
Install Revo on your phone or computer
Workspace and branding
Plan and billing

Customers & portal

Add and manage customers
Prospect risk assessment
Customer contacts
Customer portal
Sites and business hours
Custom fields, tags, roles and co-managed access

Devices & agent

Devices and RevoAgent
Install on Windows
Install on macOS
Install on Linux
Release channels: beta and stable
Reading a device
The device score
Device actions
Fix with the agent
Local controls on the device
Device groups, devices without an agent and lifecycle
Uninstall the agent
Troubleshooting devices

Firewalls overview
Link a firewall
Config backups
Firewall logs
Remote management

Patching & Windows upgrades

How patch management works
Policies, rings and maintenance windows
Approve updates
Install, scan and restart now
Deployments and results
Windows version upgrades
Upgrades on unsupported hardware
Troubleshooting Windows upgrades
macOS and Linux updates

Tickets
Working the service desk
SLA policies and business hours
Satisfaction surveys and desk reports
Projects and request forms
Schedule and time
Contracts and billing
Catalogue, labour types and charges
Estimates
Purchase orders
Leads and the web form
Timesheet approval
Revenue reports

RevoDocs overview
Documentation pages
Structured records
Knowledge base
Credential vault

Monitoring & scripts

Monitoring and alerts
Policies
RMM reports
Scripts
Script variables, targets and schedules
Remote access
Device actions
Background tools
Network discovery

RevoCloud (Microsoft 365)

RevoCloud overview
Link a customer's Microsoft 365 tenant
Management access
Offboard a user
PowerShell console

Identity (Microsoft 365)

Connect Microsoft 365
Permissions and licences
Investigating users
Sign-in strength
Microsoft Secure Score

Findings & alerts

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

Vulnerabilities

Vulnerability management
KEV and EPSS
Threat watches

Attack surface & assessments

External assessments
Scope, domain verification and authorization
Dark web and exposure checks
Internal assessments
Scheduled assessments and monitoring

Compliance & ideal state

Ideal state (baselines)
Ideal-state templates
Action plan

Integrated posture

Posture pillars
Risk levels
Insights
Related context
Modules and setup

Remediation

Connect ThreatLocker
Detect and MDR alerts
Allowlist RevoAgent

Code and applications
Connect GitHub
Applications from an SBOM

Reports & schedules

Report types
Scheduled reports
Branding and sharing
Change tracking

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

Integrations
PSA ticketing
Syncro
Webhooks
API keys and tokens

Notifications

Automations

Security & privacy

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

Glossary
Frequently asked questions
Troubleshooting

DocsRemediation

Remediation

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

1RemediationWhat Revo changes on customer systems, how agent fixes work, and what stays with your own tools.

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