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An agent with this tool works on a client’s training from the ticket, so nobody opens the Wizer admin panel.
Automatically enabled when you configure Wizer permissions in your agent workflow.

What It Does

  • Find the client’s Wizer company from the Organization Mapping, or from your partner customer list
  • Add users to a client’s training, disable, rename, and move them between groups and departments
  • Start a course for a client, or share your own custom course with them
  • Read per-user progress for courses, policies, monthly videos and phishing exercises

How the agent assigns training

Wizer assigns a course to a client company, usually to its groups or departments. To put a user on a course, the agent adds the user to the client and to the group or department the course targets. Before it starts a course, it checks that the client does not already run that course. A batch start always names its clients.

Permission Groups

No operation always waits on a technician: each group follows the approval setting you give it, and the Helpdesk profile asks for approval on every write.

Setup

See Connecting Wizer to Neo.