Follow these steps to set up your NFR account, learn about the usecure products and prepare the platform for your first customers. If you would like to go through this checklist with a usecure expert, click here to book a demo.
Step One: White-label your platform
⚙️ ➡️ NFR Settings ➡️ Theme
The usecure platform supports complete white-labelling across the application, courses, emails and policies.
Step Two: Add yourself as a User
Users ➡️ Add ➡️ User ➡️ Enter user details ➡️ Save
You can easily add users and groups manually, by uploading a CSV file, or by importing them from Microsoft 365.
Step Three: Enrol yourself on a course
uLearn ➡️ Course Library ➡️ Enrol users ➡️ Select user ➡️ Enrol
uLearn has a growing library of information security and compliance courses, which are also available in multiple languages.
Step Four: Send out automated training
uLearn ➡️ Auto Enrol ➡️ Toggle on Automatically subscribe people to courses ➡️ Save
Auto Enrol is your automated training solution that automatically tests end users for their individual knowledge gaps, and enrols them on a continuous training programme that addresses their weakest areas of knowledge first.
Step Five: Send out a phishing simulation
(after configuring Message Injection - see note below) uPhish ➡️ Create simulation ➡️ Select Landing Page ➡️ Select Email Template ➡️ Configure simulation details ➡️ Send simulation
uPhish allows you to test your users' responses to realistic phishing emails.
IMPORTANT NOTE: To ensure the delivery of your simulation, please set up Message Injection to allow simulation emails to reach your end users.
Step Six: Start increasing your MRR
Help Centre ➡️ Sales and Marketing checklists
Make use of our sales and marketing resources to maximise your MRR with usecure.