INFIMA Knowledge Base
Three-click onboarding for new clients, plus how-tos for everything else you need to run your security awareness program.
The three-click onboarding
1
Create the client
Name the new client. One field, one click — and you’re moving.
2
Pick your provider
Click Sync with Microsoft or Google. The customer’s directory loads on its own.
3
Confirm
Approve admin consent. We handle the rest — your customer is live and protected.
Every new client gets Security Awareness Foundations automatically — our NIST-aligned baseline curriculum — so training starts running from day one with no extra setup. If the client also needs to report against a specific compliance standard (HIPAA, SOC 2, PCI DSS, CMMC), there’s an optional step 4 to layer a framework on top.
Where to start
Get started The linear path for your first client — create, sync, tailor. Training and phishing tests run automatically from there.
Partner-level settings Set your defaults once — branding, training cadence, reports, dark web, your admin team. Everything you onboard inherits these.
Tailor to your client Configure each client — branding overrides, the Report Phishing button, reports, and the user-facing experience.
Troubleshooting Diagnostic guides for when something isn't working as expected.
Pitching us to a prospect or onboarding a new customer? See Marketing collateral for the partner-shareable material.