1
Open the assessment picker
Click Create Assessment in the top right corner of the portal, then choose
Risk Assessment. Each card lists its setup time, typical scan duration, and what
the scan includes.
2
Enter the company details
Company Name and Domain are required. No domain of their own? Tick Skip domain
for external scan and Telivy records
nodomain.local, which runs the assessment
without the external portion.You also set Country, Company Status (prospect or client), and the Anti Virus
they run, which is what tailors the agent guidance to their environment.3
Schedule recurring scans (clients only)
When Company Status is set to client, a Recurring Scans section appears.
Tick Schedule Recurring Scans and pick a Scan Frequency to keep the assessment
refreshed automatically. See Risk Monitoring for
what changes once monitoring is on.
4
Decide how PII is handled
Under Configure Compliance, Mask PII data stores only masked evidence of the
sensitive data Telivy finds. Partners working with HIPAA-regulated clients usually
want this on. See Data Security for what
the platform stores either way.
5
Create and configure
Click Create to land on the assessment’s configuration page, where you deploy the
agent and connect Microsoft 365 or Google Workspace.
Next steps
Install the Telivy Agent
Deploy to Windows endpoints and start collecting data
What gets scanned, and when
The cadence behind each check in the assessment