---
title: "Reseller: Getting Started (Alternative!)"
description: Detailed step-by-step for getting started
---

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1. [Help Center](https://support.hooksecurity.co/?hsLang=en)
2. [Reseller Guide](https://support.hooksecurity.co/reseller-guide?hsLang=en)

# Reseller: Getting Started (Alternative!)

## Detailed step-by-step for getting started

**These are alternative "getting started" instructions to the original [Reseller: Getting Started Guide](https://support.hooksecurity.co/reseller-getting-started?hsLang=en).** In this article we walk through Hook Security's detailed *recommendations* in set up, but as always, encourage you to consult with your Account Manager if you need a unique approach or have questions during set up. 

---

**Configure Branding**

- After logging in to the Hook Security, Inc portal, navigate to **Reseller \> Settings & Tools \> Branding Settings**. 
    - Customize Portal Logos
    - Customize School Logos 
          - Check out [School Branding Settings](https://support.hooksecurity.co/how-do-i-customize-my-school-branding?hsLang=en)!
    - Optional: generate a custom testingcenter.net subdomain
    - Sub-accounts will use the custom URLs you generate to log in.

- - Add customer support contact information  
          - Support contact and company information fields can be used in system emails. Fields saved here will replace their respective tags. To preview and (optionally) edit system emails, navigate to **Administration \> Manage System Emails** in the portal menu. Any changes made will propagate to sub-accounts, but they will still have the ability to customize the emails. Check out [How to Manage System Emails!](https://support.hooksecurity.co/how-do-i-manage-system-emails?hsLang=en)

If no branding is configured in sub-accounts, they will inherit the branding settings from the reseller account.

---

**Create Feature Packages**

- See [How to Manage Feature Packages](https://support.hooksecurity.co/reseller-manage-feature-packages?hsLang=en) 
    - Optional: Create different Feature Packages. Our recommendation is to include **all Hook Security courses**in a single Feature Package to deploy to your customers to give best experience.

---

**Customer Management**

- Customers are managed through Sub Accounts and will have access to the platform.  
    - See [How to Create Sub Accounts](https://support.hooksecurity.co/reseller-create-an-account?hsLang=en) as a Reseller
- Customers can use the Integration Store in their administrative portal to upload via an active directory sync with the portal. See the most common integrations below:  
    - [How to Integrate with Office365 or Azure AD](https://support.hooksecurity.co/how-do-i-integrate-an-account-with-azure-ad?hsLang=en)
    - [How to Integrate with Google Workspace](https://support.hooksecurity.co/how-do-i-integrate-with-google-workspace?hsLang=en)
    - [How to Integrate with Okta](https://support.hooksecurity.co/how-do-i-integrate-my-account-with-okta?hsLang=en)
    - They can also upload a group via .csv file, although the best customer experience will be through an active sync.

---

**Phishing Simulation Deployment** 

- Access to full Template Library
- Customers have unlimited phishing testing capabilities. 
    - See [How to Set Up a Phishing Campaign](https://support.hooksecurity.co/how-to-set-up-a-phishing-campaign?hsLang=en)
- OpCo Phishing Automation Options  
    - See How to Set Up a Recurring Phishing Campaign per Customer following the [How to Set Up a Phishing Campaign](https://support.hooksecurity.co/how-to-set-up-a-phishing-campaign?hsLang=en) instructions
    - See How to Set Up a Campaign Blueprint + Quick Campaigns for Customers

---

**Course Enrollment Deployment**

- Access to full Course Library
- Customers have the ability to enroll themselves in courses 
    - See [How to Best Enroll Users in Courses](https://support.hooksecurity.co/how-to-best-enroll-users-in-courses?hsLang=en) 
          - *You will see how to schedule course enrollments in advance from the article above.*
    - See [How to Use Training Emails to Create Recurring Enrollments](https://support.hooksecurity.co/recurring-enrollments-through-training-campaigns?hsLang=en) for another auto-enrollment option.
    - See [How to Auto-Enroll a Group into Courses as Targets are Added to the Platform](https://support.hooksecurity.co/how-do-i-auto-enroll-a-group-into-courses-as-targets-are-added-to-the-platform?hsLang=en)

- [Getting Started](https://support.hooksecurity.co/getting-started?hsLang=en#main-content)

    - [General](https://support.hooksecurity.co/getting-started?hsLang=en#general)
    - [General Safelisting](https://support.hooksecurity.co/getting-started?hsLang=en#general-safelisting)
    - [Microsoft Safelisting](https://support.hooksecurity.co/getting-started?hsLang=en#microsoft-safelisting)
    - [GSuite Safelisting](https://support.hooksecurity.co/getting-started?hsLang=en#gsuite-safelisting)
    - [Firewall/Spam Filter Safelisting](https://support.hooksecurity.co/getting-started?hsLang=en#firewall-spam-filter-safelisting)
    - [Creating Groups/Adding Targets](https://support.hooksecurity.co/getting-started?hsLang=en#creating-groups-adding-targets)
    - [Reporting Plug-In](https://support.hooksecurity.co/getting-started?hsLang=en#reporting-plug-in)
    - [3rd Party Integrations](https://support.hooksecurity.co/getting-started?hsLang=en#3rd-party-integrations)
    - [Platform Settings](https://support.hooksecurity.co/getting-started?hsLang=en#platform-settings)
- [Hook Academy](https://support.hooksecurity.co/hook-academy?hsLang=en#main-content)

    - [Campaign Ideas](https://support.hooksecurity.co/hook-academy?hsLang=en#campaign-ideas)
    - [Industry Specific Campaigns](https://support.hooksecurity.co/hook-academy?hsLang=en#industry-specific-campaigns)
    - [Course Reviews](https://support.hooksecurity.co/hook-academy?hsLang=en#course-reviews)
    - [Mastering Reporting](https://support.hooksecurity.co/hook-academy?hsLang=en#mastering-reporting)
    - [Becoming Compliant](https://support.hooksecurity.co/hook-academy?hsLang=en#becoming-compliant)
    - [Suggest a Hook Academy Topic](https://support.hooksecurity.co/hook-academy?hsLang=en#suggest-a-hook-academy-topic)
- [Tests/Campaigns](https://support.hooksecurity.co/tests-campaigns?hsLang=en#main-content)

    - [Reseller Only](https://support.hooksecurity.co/tests-campaigns?hsLang=en#reseller-only)
- [School](https://support.hooksecurity.co/school?hsLang=en#main-content)

    - [3rd Party Integrations](https://support.hooksecurity.co/school?hsLang=en#3rd-party-integrations)
    - [Troubleshooting](https://support.hooksecurity.co/school?hsLang=en#troubleshooting)
    - [Branding](https://support.hooksecurity.co/school?hsLang=en#branding)
    - [Course](https://support.hooksecurity.co/school?hsLang=en#course)
    - [Students](https://support.hooksecurity.co/school?hsLang=en#students)
    - [Automations](https://support.hooksecurity.co/school?hsLang=en#automations)
- [Reports](https://support.hooksecurity.co/reports?hsLang=en#main-content)

    - [Generate Reports](https://support.hooksecurity.co/reports?hsLang=en#generate-reports)
- [FAQs](https://support.hooksecurity.co/faqs?hsLang=en#main-content)

    - [Troubleshooting](https://support.hooksecurity.co/faqs?hsLang=en#troubleshooting)
    - [Campaign of the Month](https://support.hooksecurity.co/faqs?hsLang=en#campaign-of-the-month)
- [Reseller Guide](https://support.hooksecurity.co/reseller-guide?hsLang=en)
- [Hook Security Updates](https://support.hooksecurity.co/hook-security-updates?hsLang=en)
- [Onboarding Guides](https://support.hooksecurity.co/onboarding-guides?hsLang=en)
- [Managed Services](https://support.hooksecurity.co/managed-services?hsLang=en)

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