At CybSafe, we know what it's like when you get a shiny new tool to use. You just want to start doing the important stuff!
This guide covers the basic set-up requirements ahead of starting to use the CybSafe platform. There are 5 steps:
Onboarding your people
Setting up groups
Allow-listing emails
Customising the platform
Check organisation details
Step 1: Get your people on-boarded
This means you can assign out phishing and learning campaigns as well as see individual risk scores (once integrations are in place)
Check out the 'How to add users' article here for the in-depth guide.
Step 2: Set up groups
With groups set up, you can assign out different campaigns and see reports on different groups.
We strongly recommend setting up groups during the on-boarding phase as it is very complicated and to amend afterwards.
Here is the guide you need for creating new groups.
Step 3: Allowlisting
This will mean any emails can be received by your people. Some examples of emails they would need to receive for example:
CybSafe platform invite emails
Email nudges
Phishing simulation emails
Allowlisting is essential if you're running phishing campaigns and learning campaigns.
Step 4: Customise the platform
We know that it matters to have your organisations logos and consistent branding across platforms. You want to make it look nice.
Head to Settings > Platform settings > Branding
Here you can choose your primary colour of the platform (banners, buttons etc.) and add your logo. Adding your logo will mean it appears at the top left of the platform and also on any emails.
If you need more information on customising the platform, check out the Branding CybSafe article here.
Step 5: Check organisation details
Checking your details are up to date is an important last step. Head to Settings > Organisation details.
Update organisation details:
Name
Default language
Website link
Approximate number of employees
Check that the Primary contact details are correct (for the lead platform admin)
Name
Email address
Contact number
Of course, these 5 steps are just the very basics to get you started. If you need more help, be sure to check out the rest of the setup articles below:
GUIDE advanced setup
PHISH advanced setup
RESPOND advanced setup
Still have questions?
If you still have questions, you can contact the CybSafe team via support@cybsafe.com. We’re on hand to help resolve any further issues!