Help center

Getting started

Set up your Prventi organization, add learners, prepare email delivery, and launch your first baseline phishing campaign.

Follow these steps to prepare your organization for its first phishing campaign. You’ll need permission to manage learners and organization settings, access to your email administration console, and either DNS access or a suitable mailbox for domain verification.

## Create your workspace

## Bring in your learners

Add your learners or connect Microsoft Entra ID or Google Workspace for automatic provisioning.

## Prepare your email

Verify domain ownership, then allowlist Prventi’s email servers with your email provider.

## Check delivery

Send a delivery test email and confirm that it reaches your inbox before sending a campaign to your organization.

## Establish your baseline

Start a baseline phishing campaign to understand your team’s starting point and identify where training can help.

## Introduce Prventi to your team

Use the sample introduction email to help learners recognize their invitation and know what to expect.

## Assign training and review progress

Create a learning assignment, including company policy training where available. Configure manager escalations for overdue work and use reports and scheduled delivery to keep stakeholders informed.

Need help along the way? Contact Prventi support.