Context

The Tech Verification widget helps you prevent your customers from falling victim to an identity phishing attack. Easily embedded as an iframe in your website, the Tech Verification Widget makes it easy for your customers to verify the identity of the technician who has called them.

Configuring the Tech Verification Widget

1. Login to MSP Process (https://app.mspprocess.com) as an Admin-level user
2. Navigate to the Identity Management -> Verification -> Tech Verification Widget page
3. Customize the look of the widget so that it matches your website - you can change the text that the widget displays, the background color of the widget, and the button color:
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4. Choose wether or not you want to protect the widget with a CAPTCHA checkbox; enabling this helps ensure that your system doesn't get spammed by somone maliciously submitting a bunch of Tech Verification requests
5. Click Submit when you've finished customizing the widget

Deploying the Tech Verification Widget into your Website

On the Tech Verification Widget page in MSP Process, click the following button to grab the iframe code you'll need to add to your website:

Add that code to the body of your website; once that's done, you'll see the Tech Verification widget on the site. Here's one example:

FAQ:

Q: How do I change the text that is shown to the end-user once they have verified the technician's identity?

From the Identity Management -> Verification -> Verification Settings page, in the Tech Verification Settings section:

Q: How do my techs respond to the Tech Verification request?

• If you're using Autotask, ConnectWise or HaloPSA, you'll respond by going into the Tech Verificaiton module in the MSP Process Pod/Insight, in your PSA.
• If you're using a different PSA, you'll login to MSP Process (https://app.mspprocess.com) and go to the Identity Management -> Verification -> Tech Verification page.