ScalePad CS

• ScalePad CS FAQs
• Purchasing Lifecycle Manager licenses
• W-9 Tax Information

• About the Client List
• Using Insights in the New UI
• Buying Workstation Assurance for clients (New UI)
• Buying Infrastructure Protection for clients (New UI)
• Accessing the portfolio Clients Summary Report from the New UI
• Configuring Client Warranty Coverage Settings (New UI)

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• Merging and renaming Clients (New UI)
• Creating Reusable Contract Templates (New UI)
• Configuring client hardware replacement settings (New UI)
• Manage custom hardware types
• Configure client Team Roles and primary ownership
• Manage roles and permissions in Lifecycle Manager

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• Creating and Linking PSA Opportunities from Initiatives (New UI)
• Creating and linking Initiatives
• Using PSA products in Initiative budgets
• About the Initiative detail view
• Presenting and exporting Roadmaps
• About the Roadmap page

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• Managing Client Goals
• Managing Goal templates

• Report template options in the New UI
• About the IT Glue Deliverable report (New UI)
• About the Huntress SAT Deliverable report (New UI)
• About the Huntress EDR/ITDR Deliverable report (New UI)
• About the Cork Deliverable report (New UI)
• About the Breach Secure Now Deliverable report (New UI)

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• Deploying the SaaS Management agent (New UI)
• Configuring SaaS Management settings (New UI)
• Review Microsoft 365 license utilization across clients
• Discovering client software assets
• Uninstalling the ScalePad SaaS Management agent
• About SaaS Management

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• Workstation Assurance Overview
• Opening Insights in the Hardware console (New UI)
• Managing Hardware Settings (New UI)
• Assigning custom hardware types to assets (New UI)
• Manage custom hardware types
• Viewing Hardware asset details

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• Managing meeting templates (New UI)
• Creating and managing meeting policies
• Syncing meetings with Outlook
• Creating and editing recurring meetings

• Conducting Assessments
• Importing Assessment templates
• Building Assessment templates
• Editing a completed Assessment
• Sharing Assessment reports
• Managing tags

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