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Insights is the first screen you see after logging in, and every user in the agency has it. The Assessments list shows everything you have. Insights answers a narrower question: across all your clients, what needs attention today?
The portal labels Insights as a preview and asks for feedback at the top of the page.

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Choosing which assessments to include

The selector at the top switches the whole page between All assessments, External scans, and Risk assessments. One recommended action ignores this setting, as noted further down.

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Security posture and cloud coverage

This section breaks down the assessments in scope by status (complete, in progress, not started, archived) and shows coverage rows for the cloud connections:
  • Microsoft 365 connected
  • M365 security policies configured
  • Google Workspace connected
The coverage rows catch the client whose assessment finished but only covers half the picture because nobody connected a cloud account. These are ranked by how much they matter, not by when they happened. Telivy can raise five: Each action shows a count and links to a list that is already filtered. For example, “Configure Microsoft 365 security policies” opens the assessments for exactly those clients.
The monitoring action counts across the whole agency rather than per assessment type, so it only appears when the scope is All assessments.

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Top opportunities to improve security posture

This section is about score movement rather than alerts. Telivy collects the remediation actions from each assessment, groups the same finding across clients, and ranks the groups by their combined projected impact. A row reads roughly as “fix this at these five clients and the portfolio score goes up by about this much.”
The calculation runs on demand across your active assessments and stops after the first 25. On a large client list, treat it as a sample rather than a complete ranking.

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Needs attention, recent alerts, and recent activity

The lower half of the page is a working list. Assessments flagged with a reason (cloud needs re-authorization, no M365 policies) come first, worst first. Below them are the latest alerts across all clients and a feed of recent activity.

Alerts

What each alert category means and who gets notified

Risk Monitoring

Putting assessments on a recurring scan schedule