ConnectWise Identify Assessment

Overview

ConnectWise Identify Assessment™ is a cybersecurity risk assessment tool that helps you generate security revenue identifying your customers’ critical risks and outlining a plan to remediate them. To sign up for Identify Assessment, visit https://www.connectwise.com/software/identify.

Get Started

Getting Started with Identify

Follow this path to learn the main features of ConnectWise Identify. Familiarize yourself with the assessment process, questions, and results before you start taking assessments for your clients.

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Internal Assessments Screen
The Internal Assessments screen displays assessments that have been taken for your own company.
Assessment Results Dashboard
The Assessment Results Dashboard highlights critical and high risks identified in the assessment, describes the importance of remediating those risks, and presents steps to reduce or mediate the risks.
Settings Screen
The Admin screen enables you to edit your account, manage user accounts, and customize your reports.
Custom Brand Your Assessment Report
This document describes the ConnectWise Identify® Report Branding screen.
Integrate Identify Assessment with ConnectWise PSA (Manage)
The ConnectWise Identify Assessment™ integration for ConnectWise PSA™ (Manage) enables you to view and take risk assessments from PSA.
Companies Assessments Screen
The Companies screen enables you to filter through and search for companies in ConnectWise Identify®.

Documentation

Navigate Identify
The following articles help you navigate each screen of Identify.
ConnectWise Identify Site Map
View all the articles for ConnectWise Identify.
Manage Financial Dashboard
The Financial Dashboard provides you with a monthly summarized view of all your costs, profits, Work in Progress (WIP) revenue, products, and expenses.
ConnectWise Identify Assessment Release Notes
This page provides information on the latest enhancements and features for ConnectWise Identify Assessment®.
Identify Analytics
The following articles provide information on the assessment and company analytics available in ConnectWise Identify.
- Company Summary Screen
- Analytics Screen
Identify Help
The following articles provide support contact information and troubleshooting tips.
Integrate with ConnectWise PSA
The following articles guide you through setting up and using Identify with ConnectWise PSA (Manage).
- Integrate Identify Assessment with ConnectWise PSA (Manage)
- Use Identify Assessment with ConnectWise PSA (Manage)
Integrate Identify with ConnectWise Automate
This article describes how to set up Automate/Identify integration.
Perform a Client Risk Analysis Using ConnectWise Identify
To run a client through the ConnectWise Identify assessment, follow the steps outlined in this article.