CYRISMA Setup Guide: Integrating with PSA Platforms
This guide provides step-by-step instructions for configuring CYRISMA with your chosen PSA platform, ensuring seamless integration for vulnerability scanning and ticket management.
- User Manual
- Agents
- The Cyber Risk Assessment Process
- API Documents
- General Questions and Troubleshooting
- The Cyber Risk Assessment Process (Video Tutorials)
- Sales and Prospecting Articles
- CYRISMA Partner Portal Access
- Glossary
- CYRISMA Change Log
- Support Ticket SLA
- Onboarding Framework
- PSA Integrations
- Billing Questions
- Self Onboarding Guide
Table of Contents
Logging into CYRISMA
-
Access the Managed Service Interface:
- Log into the CYRISMA Managed Service interface at https://msp.cyrisma.com.
PSA Configuration Overview
- Individual instances within CYRISMA are organized hierarchically into a list of organizations and instances.
- Important: PSA configuration must be performed at the organization level, not at the individual instance level. All instances under the organization will inherit the PSA configuration settings.

Example Hierarchy
- For example, if you manage an organization called “Save Me”, the PSA management for “Acme Cyber Risk” would occur under this organization. Instances like “CY Testme” would be managed under “CYRISMA”.
Configuring PSA
Select Organization:
- Choose the appropriate organization from the list and click “Configure PSA” at the top of the right detail pane.

Initial Configuration:
- This action opens the configuration page where you will enter API connection values.
Connecting to Your PSA
- Select PSA Type: In the “PSA Type” dropdown, choose either Connectwise or Autotask, depending on your environment.

If Using Connectwise:
- Enter the following details:
- Company ID: Your Connectwise company ID.
- Public Key: Obtain from your Connectwise account.
- Private Key: Also from your Connectwise account.
- Domain: This will be provided by Connectwise (for cloud-hosted solutions) or by your network administrator (if hosted locally).
If Using Autotask:
- Enter the following details:
- API Integration Code: The Tracking Identifier you generated during API user creation.
- Public Key: Generated during the API user setup.
- Private Key: Generated during the API user setup.
- Domain: Ensure it includes the “https://” protocol; your network administrator can provide this.
Save and Verify Credentials:
- Click the “Save and Verify Credentials” button. A pop-up will confirm whether the connection was successful.


Company Mapping
- Company Mapping associates each CYRISMA instance with the corresponding PSA Company Name or ID.
- Click the “Company Mapping” button to extract a list of all companies from your PSA environment.
Mapping Process:
Filter Companies:
- For Connectwise, use optional filter parameters to narrow down the list of PSA Company Names.
Map Companies:
- Select a company from the left CYRISMA list and its corresponding PSA Company Name from the right list. Click the “>” button to create the mapping.
- Repeat until all companies are mapped.
Save Mappings:
- You must complete at least one mapping before proceeding. Once done, hit “Save & Create Profile” to proceed to profile creation.

Creating Profiles
Profile Setup:
- Enter a descriptive name for the profile.
- For Connectwise:
- Select a Board from the dropdown (this is fetched via the API).
- Choose a Type after selecting the Board.
- Set a Priority from the dropdown.

Create/Update Profile:
- Click “Create” or “Update Profile” to save.
Profiles for Autotask:
- Similar to Connectwise, select the appropriate resource, priority, and role to define where tickets or notifications will land.

Setting Up Events in CYRISMA
Assign Profiles:
- In each CYRISMA instance with PSA mapping, assign a previously created profile to the event.
- Navigate to Admin > System Config and select Notification Config.

Enable Events:
- Ensure that a company mapping exists. If not, create one.
- For each event listed, use the slider switch to enable ticket creation in the PSA system according to the selected profile.
Save Configuration:
- After enabling events, click “Save” to associate the events with the profiles.



Verifying Ticket Creation
- Log into your PSA platform to find the created ticket. A link to the ticket will be provided within the CYRISMA scan history interface.

- Click the link to access the ticket details. Ensure you are logged into the PSA platform; otherwise, you will be redirected to the login screen.

Conclusion
Following this setup guide will enable successful integration between CYRISMA and your chosen PSA platform, streamlining your vulnerability management and ticketing processes. Ensure that all credentials and mappings are verified to maintain a seamless connection. If you encounter issues, consult your PSA documentation or support for assistance.