How do I…?

A recipe index for the most common tasks. Each row gives the short steps and a link to the full write-up.

Getting going

I want to…	Quick steps	Details
Open the app	Click Open the app →, or serve locally and open /app/.	Getting started
Try everything fast	Train a course → run a sim → export a CSV.	5-minute session
Reset to fresh demo data	Clear browser storage for the site.	FAQ

Training

I want to…	Quick steps	Details
Take a course & earn a certificate	Training → Start course → lessons → quiz → View certificate.	Take a course
Assign training to everyone	Program → Training due → pick course → Assign to all staff.	Reminders
Assign a refresher to one person	Program → Manager view → pick manager → Assign refresher.	Manager view
See what a learner is assigned	Program → Learner view → "Viewing as".	Learner view
Find overdue training	Program → Training due → Reminder queue.	Overdue training

Phishing campaigns

I want to…	Quick steps	Details
Run a simulation	Templates → Use in simulator → name + audience + cohort + schedule → Schedule & run.	Build a campaign
Preview a lure & its red flags	Templates → Preview.	Templates
Target only risky / new-hire people	Simulator → Cohort dropdown.	Cohorts
See who clicked / submitted / reported	Simulator → campaign card → Event log.	Results
Auto-assign training to clickers	Happens automatically; re-run via "Auto-enroll clickers in remedial".	Remedial
Generate a custom lure with AI	AI content → save key → Generate lure.	AI lures

Risk & reporting

I want to…	Quick steps	Details
See my org's phish-prone trend	Program → Analytics → Phish-prone trend.	Analytics
Find my highest-risk people	Program → Analytics → Human Risk Score.	Human Risk Score
Export evidence for an audit	Program → Reports & exports → Completion CSV / Evidence JSON.	Exports
Publish evidence to the graph	Sign in / Cloud → Publish Awareness & Training evidence.	Publish evidence

MSP

I want to…	Quick steps	Details
Switch to another client	MSP console → click the client in the tenant tree.	Switch clients
Triage my whole portfolio	MSP console → Cross-client risk board → sort.	Risk board
Give a client a branded report	Risk board → Report on their row → Print / save PDF.	White-label reports

Sending & domains

I want to…	Quick steps	Details
Authorize a sending domain	Sign in / Cloud → Authorized send domains → Get DNS-TXT challenge → publish the TXT record → Verify domain.	DNS-TXT proof
Send a campaign live	Run a sim → Sign in / Cloud → Live send → Send latest campaign live.	Live send
Understand why a send was blocked	Read the refusal reason in the toast.	Gate refusals

Cloud & account

I want to…	Quick steps	Details
Sign in	Sign in / Cloud → Sign in with Clerk.	Signing in
Sync across devices	Sign in → Pro features → Sync up / Pull from cloud.	Cloud sync
Check which Pro features I have	Sign in / Cloud → Pro features panel.	Entitlements