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Quick-start guide to managing the usecure platform for your customers
Quick-start guide to managing the usecure platform for your customers

Learn the essential steps to getting your first customer up and running on usecure.

Micke Ahola avatar
Written by Micke Ahola
Updated over a week ago

Getting your first customer up and running on usecure can be done in just a few minutes.

STEP 1: Set up default settings for your customers

Setting up the default customer settings will save you from having to adjust settings individually for every customer. Changing the default customer settings only affects new customers, which is why you will want to adjust them before you start onboarding.

STEP 2: Add your billing information

You will want to enter your billing information in the payment settings before adding your first customer to the platform (though you can give all your customers free trials!)

STEP 3: Onboard your first customer

It's now time to start onboarding your clients. On the usecure platform, adding and managing your customers is done through the uService portal, which you can find on the top menu bar within the usecure app. Remember, you can give all your customers a free two-week trial.

STEP 4: Turn on Auto Enrol

Auto Enrol is what makes usecure so easy to manage. When you turn on Auto Enrol, your users are automatically enrolled first onto a gap analysis questionnaire and then a three-year training programme based on their results. This eliminates manual admin in sending out courses from the equation entirely.

Watch tutorials

  • uService Portal (2 mins): Learn how to manage the usecure app for clients and internally.

  • Main usecure Features (tutorial library): Watch guided tutorials of usecure's key features - including uLearn, uPhish, uPolicy and uBreach.

Next steps

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