For each step you’ll find a linked dedicated article to guide you through.
- Configure employee data integration
- Set up Allowlisting
- Set up the Reporting add-in (Available on Understand, Adapt and Defend plans)
- Launch a first baseline phishing Simulation
- Find your baseline data in your dashboard and analyse the results.
- Communicate to your company
- Set up and launch Training
- Go through your Analytics.
- Determine some long-term goals and take action.
Depending on your company IT configuration, we expect steps 1-3 to be done in less than an hour! We recommend steps 4-7 to be done two weeks later after launching the first Simulation. Steps 8-9 we advise you dive into after a few weeks so that your company has time to interact with the emails and the Training and you have enough data to analyse and act on.
You’ll find details for all these steps in the linked guides. You can also refer to our FAQs.
