Trimtab Docs¶
Everything you need to onboard clients, install Lookout, connect Microsoft 365, and keep every device and tenant on course with CMMC Level 2 and HIPAA.
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Quick start
From zero to your first scored device in about fifteen minutes.
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Install Lookout
Download the agent, enroll a device, and roll it out with your RMM, Intune, or Group Policy.
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Connect Microsoft 365
Grant read-only access to a tenant and add Exchange Online checks.
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Use the Bridge
Read the fleet, open findings, and correct course step by step.
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Check reference
Every device and tenant check, what it maps to, and how to fix it.
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Troubleshooting
Overdue devices, blocked installs, and checks that show as not evaluated.
The three parts of Trimtab¶
| Part | What it is | Where |
|---|---|---|
| The Bridge | The web dashboard where you manage clients, read results, and follow corrections. | app.trimtabsec.com |
| Lookout | The read-only agent that scans each Windows device daily and reports to the Bridge. | Installed on each device |
| Microsoft 365 connection | Read-only, app-based access to a client's tenant, scanned daily from the Bridge. | Approved once per tenant |
Need help that isn't covered here? Email hello@gettrimtab.com.