Security Assessments

MSP Feature

Security Assessments are available only for Organization Contributors (MSP).

The Security Assessments page allows Organization Contributors to create and manage security assessments for their customers, providing structured evaluation and reporting of security posture improvements.

Assessments Grid

The main assessments grid displays all available security assessments with the following columns:

Column	Description
Name	Assessment name or identifier
Created By	User who created the assessment
Updated Date	Last modification timestamp
Status	Current assessment status (see Status Values below)
Download	Download button to export assessment data
Action	Available actions (Edit or Delete)

Status Values

Assessments can have one of the following statuses:

Status	Description
In Progress	Assessment is currently being created or modified
Ready	Assessment is complete and ready for use
Warning	Assessment has warnings that need attention
Error	Assessment encountered an error during processing

Caution

Assessments with “Error” status may require investigation or recreation. Check the assessment details for specific error information.

Actions

Available actions for managing assessments:

Action	Description
Edit	Modify an existing assessment’s properties and configuration
Delete	Remove an assessment from the system
Download	Export assessment data in various formats

Tip

Use the Download action to export assessment data for reporting, compliance documentation, or sharing with customers.

Auto-Refresh

The assessments grid automatically refreshes every 10 seconds to ensure you’re viewing the most up-to-date assessment status and data.

Note

The auto-refresh feature ensures that status changes (such as assessments moving from “In Progress” to “Ready”) are reflected in real-time without manual page refresh.

Route

The Security Assessments feature uses the following route:

• /security/assessment - Main assessments management page (MSP-only)

Access Restriction

Only MSP (Managed Service Provider) users can access the Security Assessments page. Regular users will not see this page in the navigation.

Use Cases

Security Assessments are useful for:

• Customer Onboarding - Create initial security assessments for new customers
• Periodic Reviews - Generate regular security posture evaluations
• Compliance Reporting - Document security improvements over time
• Remediation Tracking - Track progress on security recommendations and improvements