Lifecycle Manager + KnowBe4

Security awareness data is valuable, but it’s hard to translate into an executive-level story during a QBR. The new KnowBe4 Security Awareness Training (SAT) Deliverable Integration in Lifecycle Manager helps MSPs turn training and phishing results into a client-facing report that’s easy to explain and repeat across accounts.

Lifecycle Manager + KnowBe4

What is KnowBe4?

KnowBe4 is a security awareness and training platform that helps organizations reduce human risk by educating employees and simulating real-world threats like phishing attacks. It provides visibility into user behavior, training progress, and susceptibility to social engineering, giving organizations the data they need to strengthen their security posture.

Why Lifecycle Manager + KnowBe4?

Security awareness data is valuable but it’s often difficult to translate into a clear, executive-level story during a QBR. Lifecycle Manager bridges that gap by turning KnowBe4 data into a structured, client-facing deliverable that’s easy to understand and repeat across accounts.

The KnowBe4 Security Awareness Training (SAT) Deliverable is designed to answer the questions your clients actually care about:

Where are we today?
Are we improving?
Where are we exposed?
What should we do next?

With this integration, you can:

Turn training and phishing data into executive-ready reports focused on trends and outcomes
Track human risk over time with clear, digestible metrics
Standardize QBR conversations with consistent, repeatable reporting across clients
Support recommendations with data-backed evidence that drives decisions and next steps

The report includes key sections like an Executive Summary of overall risk, Training Performance insights, a Phishing Overview highlighting susceptibility trends, and a User Breakdown to help identify and prioritize risk areas.

The result is a simpler way to connect security awareness efforts to business outcomes helping you guide better conversations and drive meaningful action.

How to integrate KnowBe4 + Lifecycle Manager?

Getting started with the KnowBe4 integration is straightforward. Once connected, Lifecycle Manager automatically pulls in relevant training, phishing, and risk data to power your SAT deliverables.

At a high level:

Navigate to the Deliverables tab in Lifecycle Manager
Select KnowBe4 SAT
Enter your KnowBe4 API key to connect your account

Once configured, you can generate consistent, client-ready reports for every QBR without manual data gathering.

Need detailed setup steps? See the help article: Integrating with KnowBe4

Ready to see it in action?

Book a demo from the Lifecycle Manager site.

Book a demo now