Security training admin, done from the ticket.
Neo adds new hires to a client's Wizer training, disables leavers, starts courses, and answers who has not finished yet. Nobody opens the Wizer admin panel.
What Neo does with Wizer.
Starters and leavers
Adds users to a client's training, disables leavers, fixes names, and moves users into the group or department a course targets.
Course starts
Starts a course for a client, or shares your own custom course with them. Neo first checks that the client does not already run that course.
Progress per user
Reads training, policy, video and phishing progress for a client and for each user: who started, who finished, who is overdue.
Concrete work Neo handles in Wizer.
New hire, enrolled
From the onboarding ticket, Neo adds the user to the client's Wizer company and to the group or department their course targets.
Leaver, disabled
Neo disables the leaver in Wizer and keeps their training record, which your client may need as compliance evidence.
Start this year's course
Neo starts the course for each client the ticket names. A batch start always names its clients, so nothing goes to every customer at once.
Who has not finished?
Neo reads the client's progress report and lists who started, who finished and who is overdue, ready for the reply to the client.
Live in under an hour.
Connect, configure, go. No code, no long implementation.
Connect Wizer
Copy the API key from Settings > Integration in your Wizer partner account and save it in Neo. Neo checks it against Wizer's Partner Portal before it saves.
Set access per agent
Pick Read Only, Helpdesk, IT Admin or Full Automation for each agent, or set each area by hand. Helpdesk asks a technician before every user change and course start.
Go live
Check the Organization Mapping tab and confirm any suggested matches. Your agents then handle training requests from the PSA.
Questions about the Wizer integration.
What can Neo change in Wizer?+
With write access, Neo adds, disables, renames and regroups users, and starts or shares courses. Reports and the customer list are read only. Login links, inviting or disabling a client company, and launching phishing campaigns are out of reach.
Do changes need technician approval?+
You decide per area. Helpdesk asks a technician before every user change and course start. IT Admin and Full Automation run them on their own. Neo disables leavers and never deletes Wizer users, so their training record stays.
What credentials does Neo need?+
One API key from your Wizer partner account. Neo finds each client through Wizer's Partner Portal, so it rejects a key that is not your partner account's. Neo stores the key in Azure Key Vault.
How are Wizer companies matched to PSA companies?+
Neo matches by name first, then by the domain of the customer's admin email against the PSA company website, then with AI. Name matches go straight to your agents. Domain and AI matches wait on the Organization Mapping tab for you to confirm, and you can set any mapping by hand.
Ready to wire up Wizer?
14-day free trial. No credit card. Live in under an hour, right inside your stack.