MSP Guides
Workflows for partners running Hook across several client organizations.
If you run a single organization as an internal operator rather than a book of clients, the Org Admin guides are the better fit.
Start with your clients
- Manage your client accounts: read your portfolio, find one client, drop into their portal.
Day-to-day work
- Run a phishing campaign for a client: launch a simulation in one client org or several.
- Assign training across clients: enroll learners for one client or many.
- Monitor single sign-on across your clients: which clients use SSO, and which connections need attention.
Revenue and operations
- Review client billing: seats, cost, sell price, margin, and export.
Don't see what you need?
Email support@hooksecurity.co. Your question is likely the next page we'll write.
Manage your SSO connection
Read the connection's health, act on certificate warnings, replace metadata after a rotation, change how learners sign in, disable or remove the connection, and switch providers.
Manage your client accounts
Read your portfolio, find a specific client, and drop into that client's own portal without a second sign-in.