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Client portal

Your entire IT estate, one login

Pull the reports your board, auditors and investors ask for - retention, security posture, recovery testing, SLA attainment - then drill into tickets, cloud workloads, endpoints and vulnerabilities behind them.

Single pane
Tickets, cloud, endpoints, security, and reports in one login
Real time
Telemetry from RMM, SIEM, EDR, and the private cloud
Self service
Provision VMs and desktops without waiting on a ticket
Audit ready
Evidence exports the moment a regulator or insurer asks
Portal demo · illustrative sample data, not a live client environment

Choose any report to generate on demand or schedule for automatic delivery to your CCO, COO, and auditors - every one is timestamped and retained as evidence.

ReportCategoryCadenceLatestGet
SEC 17a-4 email & data retention attestationComplianceMonthlyAug 31, 2026
Cybersecurity program review (Reg S-P / S-ID)ComplianceQuarterlyJul 15, 2026
Annual written IT & security policy packageComplianceAnnualJan 20, 2026
Access review & privileged-account auditComplianceQuarterlyJul 08, 2026
Investor / ODD technology questionnaire packComplianceOn demandAug 26, 2026
Business continuity & DR test resultsResilienceSemi-annualJun 30, 2026
Backup integrity & restore verificationResilienceMonthlySep 01, 2026
SLA attainment & ticket performanceOperationsMonthlySep 01, 2026
Asset inventory & endpoint lifecycleOperationsMonthlySep 01, 2026
Patch & vulnerability remediation summarySecurityMonthlySep 01, 2026
Apollo SOC detection & incident logSecurityMonthlySep 01, 2026
Security awareness training & phishing resultsSecurityQuarterlyJul 31, 2026
Vendor & third-party risk registerComplianceAnnualFeb 12, 2026
Cloud spend & capacity forecastOperationsMonthlySep 01, 2026

Illustrative portal interface with sample data.

Inside the portal

Everything your team needs, without opening a ticket to ask

The portal is included with every Option One Technologies agreement. What each person sees depends on the role and scope you assign them.

Service desk & ticketing

Track every ticket across your organization in one place: open, in progress, waiting on you, and resolved.

  • Org-wide ticket visibility by user, site, and priority
  • Submit, comment, and attach files without email ping-pong
  • SLA countdown on every P1 and P2 ticket
  • Approval workflows for managers and department heads
  • Full resolution history and time-to-resolve trends

Self-service cloud

Provision and manage workloads in the Option One Technologies Virtual Private Cloud without waiting on a ticket.

  • Deploy VMs from approved templates with guardrails
  • Start, stop, resize, and snapshot on demand
  • Per-workload cost and capacity visibility
  • Backup and DR status for every workload
  • Change history with who did what, and when

VDI / Desktop as a Service

Publish, assign, and reclaim virtual desktops for staff, contractors, and third-party managers.

  • Assign desktop pools by role, team, or engagement
  • Same-day onboarding for new hires and contractors
  • Session status, active users, and idle reclamation
  • Golden-image versions and controlled rollouts
  • Instant revoke on departure, no hardware to chase

Users & endpoints

A live inventory of who works for you and what they work on, joined together.

  • Every user with their devices, licenses, and access
  • Warranty, age, and refresh-eligibility per endpoint
  • Encryption, EDR agent, and MDM enrollment status
  • Onboarding and offboarding checklists with progress
  • Hardware requests routed to procurement

Security events

Apollo SOC detections surfaced with the context and the action already taken.

  • Detections by severity, mapped to MITRE ATT&CK
  • Analyst notes and containment actions taken for you
  • Identity, email, endpoint, cloud, and network sources
  • Phishing reports raised by your own users
  • Incident timelines you can hand to an auditor

Vulnerability & patching

Know exactly where you stand on exposure and patch compliance, per device and per fleet.

  • CVE findings ranked by severity and exploitability
  • Patch compliance by OS, third-party app, and site
  • Remediation owner and target date on every finding
  • Pending reboots and blocked patches called out
  • Trend lines proving posture improvement over time

On-demand & scheduled reports

Pull a report the moment you need it, or have it in your inbox before the meeting starts.

  • Executive, compliance, asset, and ticket reports
  • Generate on demand in PDF or CSV
  • Schedule daily, weekly, monthly, or quarterly
  • Email distribution lists per report
  • Evidence packs for SEC, FINRA, SOC 2, and insurers

Access & governance

Role-based access so each person sees exactly the scope they own.

  • Roles for executives, IT leads, managers, and end users
  • Scope by site, department, or entity
  • SSO with your Microsoft or Google tenant, plus Duo MFA
  • Full audit log of portal actions
  • Documentation library: runbooks, policies, diagrams

Next step

See the portal with your own environment in it.

We'll walk your team through tickets, cloud, endpoints, security and reporting, then map what your rollout would look like.

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