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.

Organizations on Microsoft can sign in with Entra ID instead. See Microsoft Entra ID (Azure AD) SSO.

The Get Started checklist

The first thing you'll see on the Dashboard is a Get Started card with four steps, each linking to the page where you complete it:

1. Review your company context — check the company profile Herd auto-built for you.

2. Connect Slack or Teams — deliver trainings and phishing tests where your team already works.

3. Connect your team directory — sync your team automatically from Okta, Google Workspace, or Microsoft Entra.

4. Assign your first training — roll out your first training to your team.

Steps tick themselves off as Herd detects the work is done. The directory step counts as done only once a directory is genuinely connected (Okta, Google Workspace, or Microsoft Entra ID, or SCIM provisioning that has actually been used). If you build your roster by hand instead, with CSV import or direct adds, tick the step yourself.

The card stays open on every visit to the Dashboard until all four steps are complete. You can minimize it for the current visit, but it cannot be dismissed permanently.

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 and click Sync Users on the Slack integration. 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 Microsoft Teams environment.

2. Once connected, go to Settings and click Sync Users on the Teams integration. This keeps all user accounts up to date.

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

Congratulations! You're logged into Herd.