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Documentation

Practical product manuals for operating teams.

Cadres documentation is organized as public product manuals for Portal, Meridian, Keystone, and RMM. These pages focus on workflow coverage, operating ownership, and product handoffs rather than API reference or platform setup detail.

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Audience: Operators, business teams, and functional leadsDepth: Public manualStatus: Available

Manual Scope

What these manuals are designed to do.

Public-safe scope

These manuals focus on product behavior, workflow coverage, operating ownership, and adjacent handoffs. Internal implementation detail is intentionally excluded.

Product-specific structure

Each manual is organized around the operating motions inside that product rather than a single generic suite narrative.

Built for real operators

The content is aimed at the teams who have to run the systems, explain the model, and keep day-two operations understandable.

Products

Choose the manual that matches the work.

Portal, Meridian, Keystone, and RMM each solve a different operating problem. The manuals stay separated so teams can go directly to the product they are evaluating or using.

Cadres Portal Identity Manual

Portal

Portal covers workforce identity, federation, lifecycle control, access governance, and audit visibility across the Cadres suite.

  • Directory & Identity Foundation
  • Federation & Access Delivery
  • Governance, Lifecycle & Audit
  • Directory Administration
  • Federation Operations
  • Governance & Birthright Access
  • Audit Logs
  • Identity Migration
  • Mobile Authenticator & Recovery
Open Portal Manual
Cadres Meridian Audit & Compliance Manual

Meridian

Meridian covers programs, controls, evidence, audits, reporting, remediation, trust workflows, and SOX-capable oversight.

  • Programs, Controls & Evidence
  • Evidence & Audit Operations
  • Reporting, Remediation & Trust
  • Programs
  • Controls
  • Control Intelligence
  • Evidence
  • Evidence Coverage
  • Gap Analysis
  • Audit Workflow
  • Auditor Portal
  • Audit Reports
  • Access Reviews
  • Executive Summary
  • Reporting
  • Scheduled Reports
  • Remediation Bridge
  • Trust Center
  • Risks
  • Risk Heatmap
Open Meridian Manual
Cadres Keystone Finance & CRM Manual

Keystone

Keystone covers CRM, company records, contracts, subscriptions, billing, accounting, finance, and operating control as revenue grows.

  • Company & Customer Operations
  • Contracts, Billing & Revenue Operations
  • Finance, Accounting & Control
  • Company Profile & Entity Operations
  • CRM
  • Billing
  • Finance
  • Accounting
  • Expenses
  • Bank Operations
  • Tax Posture
Open Keystone Manual
Cadres RMM IT Service & Operations Manual

RMM

RMM covers endpoint operations, service work, monitoring, automation, discovery, privileged control, and operational assurance.

  • Endpoint & Service Operations
  • Monitoring, Discovery & Automation
  • Security, Compliance & Controlled Access
  • Organization Management
  • Host & Agent Management
  • ITSM
  • Alerts & Monitoring
  • Automation
  • Patching
  • Network Discovery
  • Infrastructure Map
  • Active Directory
  • Privileged Access Management
  • Compliance Operations
  • Vulnerability Management
  • Certificate Lifecycle
  • Fingerprint Drift
  • Exfiltration Detection
  • Ransomware Detection
  • Backup Management
Open RMM Manual