Phin Security

ConnectWise Security360

The ConnectWise Security360 integration with Phin enables syncing of employee training stats, phishing campaigns, and security trainings for mapped sites within the Asio platform by using a Phin Partner ID and API key, configured through Asio's Security Overview Integration Setup, allowing users to view consolidated training data on the Asio Security > Training dashboard.

Overview

The integration between ConnectWise Security360 and Phin allows you to sync data for sites mapped in the Asio platform. ConnectWise built this integration.

The integration captures the following data:

  • Employee Training Stats
  • Phishing Campaigns
  • Security Trainings

This data is displayed on the Training screen.

Requirements

To get started with the integration, you need to find your Phin ID #:

  1. 1.Log in to the Phin Portal: https://portal.phinsec.io/
  2. 2.Click on the integrations icon.
  3. 3.Choose connect on the ConnectWise Security360 tile.
  4. 4.Copy your Phin Partner ID shown below.
  5. 5.Generate API Key as well to connect the integration.

Configure the Integration

  1. 1.In the Asio platform, navigate to Security > Security Overview > Integration Setup.
  2. 2.Search for Phin Security.
  3. 3.Click on Actions > Integrate.
  4. 4.Enter the Phin Partner ID in the Partner ID field and the API Key you generated in the Phin portal into the Access Token field.
  5. 5.Click Test Connection to verify the connection.
    • If successful, click Save and Proceed.
    • If unsuccessful, repeat the steps, but if you believe it is correct, reach out to ConnectWise for support.
  6. 6.Click on the sites you want to enable the integration for and map the Phin Security sites to the corresponding site in the Asio platform by selecting the desired sites to sync the data.
    • Note: If there is a spelling inconsistency between Phin and ConnectWise, they are displayed as two different companies. If the company does not exist in Phin Security, a new site is created that matches the Asio platform name.
  7. 7.Click Save and Proceed.
  8. 8.Click Continue to confirm the action.
  9. 9.Click Complete Setup.
  10. 10.You will get a Success message confirming that the setup is complete.

Training Screens Dashboard in Asio

  • To access this screen, navigate to Security > Training in the Asio platform.
  • Click on the individual tiles to view the user details in each category:
    • Overall Risk Score
    • Training Overview
    • Phishing Campaigns
    • Assigned Courses

Note: If you need any assistance with this integration, reach out to ConnectWise support.