IT how-to guides for small businesses
Step-by-step guides for owners, office managers and staff. Written in plain English, free to use and share.
Microsoft 365
Microsoft 365 admin: add staff, reset passwords and offboard someone who leaves
Add a new staff member, reset a password or a lost phone, and remove someone who leaves without losing their email and files.
Read the guideMicrosoft 365 Copilot: what it does, where to find it, and how to use it safely
Copilot Chat vs the paid license, where to find Copilot in each app, rules for confidential and health information, and prompts that work.
Read the guideSet up Microsoft Authenticator and Outlook on your phone (iPhone and Android)
A 10 to 15 minute walkthrough for staff: Authenticator for two-step sign-in, then work email in the Outlook app, on iPhone or Android.
Read the guideHow to send an encrypted email in Outlook (Microsoft 365)
When to encrypt, what your Microsoft 365 plan needs, and how to send an encrypted message from Outlook on your computer, the web or your phone.
Read the guideShare files with clients securely from OneDrive (expiring links, no attachments)
Send clients a link that only they can open, set it to expire, and take access back when the matter is closed. No more confidential attachments.
Read the guideHand over HOA or office email when a board member or manager changes
Role addresses (board@, president@, manager@) as shared mailboxes, so nothing walks out the door when a board member or manager changes.
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Security
How to check your email's SPF, DKIM and DMARC records (and what the results mean)
The quick way and the manual way to check the three records that stop scammers sending email as you, and how to read the results.
Read the guideWhat goes in a WISP: a checklist for small tax offices
The pieces of a written information security plan under the FTC Safeguards Rule, in plain English, with the gaps small offices most often have.
Read the guideHow to spot and report a phishing email in Outlook
Five warning signs, how to use Outlook's Report button on any device, and what to do in the first few minutes if you already clicked.
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