Getting Started with Herd

Get started with the Herd Security Admin Console by setting up your account, connecting users and environments, and creating curated content for your organization.

Overview

This guide will walk you through your initial login to the Herd Admin Console, as well as how to invite additional users.

Prerequisites

To receive an admin account for Herd, you must first be set up by a Herd representative. Once your account is provisioned, you’ll have two login options:

Option 1: Okta Single Sign-On (Recommended)

If your organization uses Okta, we highly recommend logging into Herd through Okta SSO. This provides the most seamless and secure login experience.

Option 2: AWS Cognito Login

If Okta is not available for your organization, you’ll log in using AWS Cognito.

A Herd representative will send you a welcome email from AWS Cognito. To log in, you’ll need:

• Your Herd Organization ID (usually your company name)

• A temporary password (included in the welcome email)

On your first login, you’ll be prompted to set a new password.

Set Up User Training

Herd Security sends trainings and content directly to users, helping them stay up to date with security awareness and best practices. Trainings can be delivered through your organization’s preferred communication tool:

• Slack

• Microsoft Teams

Choose the option that works best for your team during setup.

Setting Up Slack

If your organization uses Slack for messaging, you can connect it to Herd Security to deliver user notifications and training content.

1. Follow the instructions in the Slack Setup documentation to connect the Herd Security app to your Slack workspace.

2. Once connected, in the Herd application, go to Settings → Integrations → Sync Slack Users. This keeps all user accounts up to date.

Please Note: Users will not see any messages from Herd in Slack unless they are assigned a training.

Setting Up Teams

If your organization uses Teams for messaging, you can connect it to Herd Security to deliver user notifications and training content.

1. Follow the instructions in the Teams Setup documentation to connect the Herd Security app to your Slack workspace.

2. Once connected, go to Setup → Integrations → Sync Teams Users. This keeps all user accounts up to date.

Please Note: Users will not see any messages from Herd in Slack unless they are assigned a training.

Congratulations! You're logged into Herd.