Set Up Telivy Account
Overview
Branding, Admin Actions, Managing Your Team and More
Your Telivy account is your command center for all things cybersecurity risk management. Let’s delve into the different settings within the Account tab to help you make the most of this powerful platform.
Note: Currently Account tab is only visible to account admins.
Home: Branding And Overview
Customize Your Identity
Customize Your Identity
Upload your logo to brand those white-labeled reports you send out. Or, if you’re an MSP, proudly display your company name.
Keep Tabs On Your Assets
Keep Tabs On Your Assets
Get a quick snapshot of the number of devices and systems currently covered by your Telivy account.
Users: Manage Your Team (Admins Only)
Access Control Made Simple
Access Control Made Simple
View a list of your organization’s users and their permission levels. Two options are available:
- All Assessments: Users can access every assessment conducted within your organization.
- Own Assessments: Users can only access assessments they personally created.
Expand Your Team
Expand Your Team
Invite new users to join your organization and choose the appropriate permission level for each.
Reassigning / Archiving Assessments
Reassigning / Archiving Assessments
Bulk re-assign assessments using the check boxes in the Telivy dashboard. Or you can archived those assessments
Lead Magnet: Unlocking New Growth
This is for Lead Magnet subscribers only.Attract New Clients
Attract New Clients
If you have the Lead Magnet subscription, this page provides step-by-step instructions on utilizing your unique lead magnet link to generate valuable leads.