Write technical standards a team can use
Write testable standards with evidence, exceptions and support instructions, rather than a list of preferred products.
Role path / Cybersecurity
Cybersecurity
Prioritize real exposure and keep your own tools from becoming the incident.
Who this is for
For the person responsible for cybersecurity risk and the MSP’s own tool access in an MSP, whether that is your whole role or one of several responsibilities.
Automate before you hire
Which evidence checks can run safely with scoped access, and which risk decisions must stay with a person?
Start here
- 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.
- 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.
- Write technical standards a team can use
Write testable standards with evidence, exceptions and support instructions, rather than a list of preferred products.
Guides for this role
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