Connecting usecure to Neo

1. Copy the API key

Turn on API access

usecure turns API access on by request. If your console has no API page under Settings, ask usecure support to enable the API for your account.

Copy the key

Sign in to the usecure console (eu.usecure.io, or us.usecure.io in the United States) and open Settings > API. Copy the API Key. The Client API Key on the same page is for prospect sign-up pages, and Neo does not use it.

Do not regenerate the key in usecure after you connect it. Neo loses access until you save the new key here.

3. Turn usecure on per agent

Open the agent, go to its Tools & Settings tab, click Security, and expand the usecure block. Pick one of its Presets, or set each area yourself:

Area	Access levels you can pick	Notes
Customer Accounts	Disabled, Read Only, Read / Write	Your client companies, their plan, settings and usage; creating, updating, suspending, deleting and restoring a client or a prospect. Deleting a client always asks a technician.
Learners & Groups	Disabled, Read Only, Read / Write	The users who take training, their groups and group managers.
Admin Users	Disabled, Read Only, Read / Write	Who signs in to the usecure console for a client.
Training	Disabled, Read Only, Read / Write	The course library, enrolments, results, gap analysis and reports.
Phishing Simulations	Disabled, Read Only	Simulations and each recipient’s results.
Policies	Disabled, Read Only, Read / Write	Policies, policy templates and signatures; sending a policy to sign.
Breaches & Risk	Disabled, Read Only	Breached accounts and services, and each client’s risk score.

To check a reported email, an agent needs Read Only on Learners & Groups, Training, Phishing Simulations and Policies.

Preset	What runs on its own	What asks a technician
Read Only	Every read	No write is allowed
Helpdesk	Every read, and enrolling learners on training	Learner and policy changes. Admin user and client account changes are off
IT Admin	Every read, learners, training and policies	Admin user and client account changes
Full Automation	Every read and write	Deleting a client account

See usecure API for what the agent can read and change.

Getting started

Core

Triggered & Scheduled Agents

Chat Agents

Integrations

Product

Workflows

Customizing Neo

Connecting usecure to Neo

1. Copy the API key

2. Add the key in Neo

3. Turn usecure on per agent

​1. Copy the API key

​2. Add the key in Neo

​3. Turn usecure on per agent

1. Copy the API key

2. Add the key in Neo

3. Turn usecure on per agent