Partner's Guide: How to onboard your customers

Customer Rollout Checklist:

When you're ready to introduce the Platform to your customers, here's your checklist for a smooth customer rollout:

1. Create Customer Company: Quickly create new companies on the platform, whether for trial/demo purposes or premium customers.
2. Load Premium Licenses and Assign a Manager/Admin: Ensure each customer's company is equipped with Premium licenses and assign a dedicated manager/administrator. The company manager will receive a 'Welcome Email' notification guiding them to set up their logins.
3. Schedule Training Session or Share Onboarding Tour Video: Arrange a training session with the customer's manager or team, or share our Customer Onboarding Tour Video for a comprehensive introduction.
4. Whitelisting: Verify that whitelisting is fully completed and set up within your customer's organization.  Detailed instructions are available in these Whitelisting articles in our Support Centre ( top right of platform).
5. Additional Email Security Systems: Check if the customer uses additional email security systems such as Microsoft Defender, Bitdefender, Proofpoint, ESET, Spam Titan, etc. Follow our system-specific whitelisting steps to ensure seamless integration.⚠
6. Phish Reporter Service: Use our detailed guide to set up the Phish Reporter Service effectively.
7. Baseline Test: Before conducting the baseline test, run a small-scale test campaign on behalf of your customer with one or two admin users. Ensure whitelisting is 100% correctly configured. Remove or hide the test campaign afterward to prevent interference with reports or risk scores.
8. Communication is Key: Advise your customer to communicate with their organization about their Security Awareness Training plans. Notify them to expect onboarding emails regarding training soon.
9. User Upload: Upload your customer's learners using a CSV file containing their name, surname, email address, and department.
10. Getting Started: Both you and your customer managers will gain full platform access to initiate the SAT program and set up training and phishing campaigns.
11. Reporting: As campaigns are rolled out, utilize reporting features to pull and download reports as needed.
12. Support Centre: Encourage your customers to explore the Support Centre for all platform-related knowledge and guides.
13. Public Portal: Encourage your customers to explore our Public Portal, accessible directly from the 'Resource Tab' on our website. They can freely download and integrate various resources like posters, infographics, and blog content into their internal security awareness communication plans. A well-structured communication plan, complemented by training and simulated phishing campaigns, is pivotal in fostering awareness and reinforcing secure cyber behaviors.

New Learner Onboarding Notifications

First-time learners on the platform will receive two emails to their mailboxes from app@goldphish.com.

1. The first is an automated onboarding welcome email, containing their Username and a 'Set password' link (or "token") to the platform to get started with their training program.
2. The second is a 'New Training Notification' email that notifies the learner that new training has been assigned to them by their manager.

These system emails will only be sent to learners once the first Training Campaign has been created. This allows managers to launch simulated phishing campaigns without learners being alerted.