Partners' Guide: Onboarding Your Customers Effectively
This guide will help you onboard your customers smoothly onto the Security Awareness Training platform. Follow the steps below to set up accounts, confirm technical requirements, and launch successful awareness programmes.
Onboarding Tour Video
Recommended Customer Onboarding Steps
- Create the Company
Start by creating the customer account on the platform.
Follow our How to Create a Customer Company Guide.
- Onboard Your Customer
Work through each phase in the Quick Start Guide to ensure the account is:
- Configured: Correct settings from day one.
- Tested: Technical whitelisting and reporting are verified.
- Live: Delivering value through their first campaign.
Use the Quick Start Guide as your primary roadmap.
- Manage the Customer Account
For administrative tasks, refer to our specific Partner Guides for detailed, task-specific instructions (e.g., Licence Management, Editing Companies, and Adding Managers).
If your customer will be managing their own account and programme rollout, direct them to the Support Centre. Specifically, the Getting Started and Customer Manager Guides, which will cover everything they need to use the platform effectively.
🛠️ Still Need Support?
Our team is here to help you and your customers succeed.
- Chat: Message us via the platform chatbot.
- Support Centre: Access our full library of FAQs and technical documentation.
- Account Manager: Contact your dedicated manager for strategic onboarding assistance.