Viewing client personnel

Effective management of client personnel information is vital, particularly when delivering services like onboarding and offboarding, which involve detailed management of technology assets tied to individual employees. Viewing client users offers a centralized platform for managing this information. This article walks through leveraging Users to maintain up-to-date records of your client's employees.

The User console acts as a central hub for all client employee information, streamlining the process of accessing basic personnel details. This capability is crucial when managing client personnel changes, such as provisioning new equipment for hires or decommissioning assets for departures.

Accessing the User console

To begin using the User console:

  1. Navigate to the Client Dashboard:
    1. Select a client from your list to access their specific dashboard.
  2. Open the User’s console:
    1. Within the client's dashboard, click on the User menu. This action displays all the personnel associated with the selected client, providing a view of basic employee information.

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Key features of the User console

User reports

The User Console is equipped with reporting and export options designed to streamline data analysis and sharing. The User Report and Spreadsheet download features enable access to extract user and Microsoft 365 data. These options allow you to export either full datasets or filtered views based on your specific needs. Whether generating Microsoft 365 user reports or exporting customized spreadsheets with visible columns, these options simplify tracking, managing, and sharing insights with stakeholders. See the User Console Reports and Data Export Options article for further information.

Centralized personnel data

  • The console pulls data from integrated Professional Services Automation (PSA) or Remote Monitoring and Management (RMM) systems, ensuring that the employee information is synchronized and current.
  • Security training status - Includes results from Breach Secure Now! if integrated, which shows security training progress and phishing test results.
  • It also provides integrated data from Microsoft 365, providing additional insights into user activity and security configurations.

List of employee details:

  • View essential details about each employee, including:
    • Employee Name
    • Email Address
    • Role within the organization

Microsoft 365 data

The User Console enables you to narrow down personnel data using customizable Microsoft 365 filters:

  1. In Microsoft 365 Status: Determine whether an employee is included in the organization’s Microsoft 365 subscription.
    1. Options: In Microsoft 365 or NOT in Microsoft 365.
  2. Microsoft 365 MFA Status: Quickly assess whether Multi-Factor Authentication (MFA) is enabled for an employee.
    1. Options: Enabled or NOT Enabled.
  3. Microsoft 365 Last Activity: Identify employees based on their last account activity, ensuring licenses are actively used and monitoring account inactivity.

Customizing the User console

Customizable Columns

The console allows you to customize the visibility of table columns to include relevant security preparedness and Microsoft 365 data. Click on the Choose Columns button to display or hide specific metrics for a tailored view of the M365-related or Breach Secure Now! data, such as:

  • Security Training & Phishing Clicked Filters: Narrow down the list of employees based on phishing test outcomes and training progress.
  • Microsoft 365 Status - This shows whether a user is currently part of the organization's Microsoft 365 environment.
  • Microsoft 365 Assigned Products - Displays the specific Microsoft 365 licenses or products assigned to users, such as Business Standard, E5, or other subscription tiers.
  • Microsoft 365 MFA Status - Shows whether Multi-Factor Authentication (MFA) is enabled for a user.
  • Microsoft365 (Authentication) Methods - Details the specific method of authentication used for MFA by each user, such as:
    • Mobile App
    • One-Time Password (OTP)
    • Microsoft Authenticator Push Notifications
  • Microsoft 365 Last Active - the most recent date and time a user logged into their Microsoft 365 account.

Example customization:

  • Include columns like Role, Phishing Clicked, and Security Training to obtain detailed insights into the security preparedness of each employee and their interaction with phishing simulations.

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Utilizing People Data in Client Engagements

Quarterly Business Reviews (QBRs):

  • Utilize the detailed employee information during QBRs to discuss personnel changes with clients and review the implications of these changes on their IT infrastructure.

Proactive Personnel Management:

  • By maintaining current and comprehensive records of client personnel, you can proactively manage onboarding and offboarding processes, ensuring that each transition is smooth and that no IT assets are left unsecured or underutilized.
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