How to White Label Phishing Tackle

White labelling Phishing Tackle is very easy to do and can be a powerful way to create the user experience that you want. This article will guide you through the different stages of the process to get you up and running.

How to access your white label settings 

The image below shows how to do this as a primary admin:

1. Click the profile menu (your name) in the top right-hand corner.
2. Click "Whitelabelling".
   

If you are unable to see the whitelabelling option, it probably means your account is not yet enabled for this feature. Please speak to your account manager about adding whitelabelling.

How to White Label Phishing Tackle 

Each stage of white labelling has been outlined below, we recommend you read through each stage if you are unfamiliar with the process. Otherwise, you can skip to the relevant section below:

• Stage 1 - DNS Records
• Stage 2 - Look & Feel
• Stage 3 - Platform Emails
• Stage 4 - Training Courses
• Stage 5 - Training videos

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Stage 1 - DNS Records

Why do I need a CNAME record?

A CNAME record is necessary to allow Phishing Tackle to use your white label properties. The CNAME record will mask and direct traffic from your chosen URL to the Phishing Tackle root domain. For example, "SAT.phishingdemo.com" will be discreetly directed to "whitelabel.phishingtackle.com".

Before you can create a CNAME record, you will need the ability to modify DNS records for your organisation's domain. If this is not possible, we suggest contacting the appropriate person who can perform this.

STEP 1 - Add a CNAME record to your DNS

The CNAME record will need to point to the following URL:

whitelabel.phishingtackle.com

For example, if you want your users to access the URL SAT.phishingdemo.com, the CNAME record would need a value of SAT and a target of whitelabel.phishingtackle.com.

You can use any subdomain you like. Here are some examples:

• learn.yourcompany.com
• education.yourcompany.com
• training.yourcompany.com

If you use the Partner Portal (Managed Service Provider or Reseller), add an additional CNAME record:

The managed CNAME record will need to point to the following URL:

• managed.phishingtackle.com

You can open managed organisations in a separate browser session, to do this you must add another CNAME entry with a Value of "managed" (without quotes).

STEP 2 - Specify the domain used in the CNAME entry

Next, you will need to specify the domain that is used in the CNAME entry. Inside Phishing Tackle, please only specify your domain without the A record. (Please note this is case insensitive. For example, phishingdemo.com)

STEP 3 - Specify the full URL to be used when accessing the platform

You will now need to specify the URL that you want your users to type to access the platform. (Please do not include the protocol, i.e., "HTTPS". This is case insensitive. For example, sat.phishingdemo.com)

STEP 4 - Add an SPF entry to your DNS TXT Record

The following SPF entry will need to be added to your existing/new SPF record within your DNS. This is to ensure our server is authorised to send on your behalf and allow account registration/training emails (sent using your domain) to be delivered successfully. 

v=spf1 include:_spf.tacklephishing.com ?all

Tip: While we recommend using "?all" because it's the least intrusive qualifier, you should use whichever qualifier you are comfortable with.

Please note: Ensure you include the underscore before "spf.tacklephishing.com" and note the reverse order of the Phishing Tackle name.

Please check your domain host's documentation on adding SPF records as any errors may cause issues and cause rejections of your email. 

STEP 5 - Check your DNS settings

Once you have added the CNAME record and our SPF record, please click the button "CHECK MY DNS SETTINGS". The platform will then check for the CNAME record you created and the SPF entry.

Please note: The platform will only check that our SPF record exists and will not check for SPF configuration and validation errors.

If an error message is displayed, please check your DNS settings again or contact our support team for assistance.

If the following message is displayed, your settings are correct. Please move to Step 6.

STEP 6 - Notify Phishing Tackle about the changes

Once these steps have been completed, please let us know by clicking the button "THE ABOVE STEPS HAVE BEEN COMPLETED". This will notify the Phishing Tackle support team of the changes made and allow us to make the server-side changes for you. (Please note this can take 1-2 business days to be completed once sent.)

Stage 2 - Look & Feel

Once Stage 1 (above) is complete and propagated, you'll see all changes saved below updating in real time.

Phishing Tackle allows you to create a unique login experience within the look & feel section for your users. This can be achieved by using images, custom messages, and descriptions which can all be added or removed to help increase ease of use.

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1. Background image
   • Upload a new background image that will be visible when signing in.
2. Logo 
   • Upload your organisation's logo, this will replace Phishing Tackle's logo.
3. Favicon
   
   • A favicon is the image that appears in the browser tab, to change this upload a custom image. 
4. Wallpaper sizing
   • Four different wallpaper sizes can be used, these are cover, contain, full stretch and auto. An explanation for each is noted just above the dropdown menu.
5. Browser title description
   • Upon browser hover the description that you have set will be shown.
6. Change the visible fields and buttons on the login page
   • The different login options that are used to access the platform can be enabled or disabled. 
7. Login page message
   • The chosen message will be displayed to users while on the login page.
8. Signup page terms and policies
   • A link can be placed here to direct users logging into your organisation's terms and policies.
9. Help
   • The ability to access our knowledge base articles within the platform can be enabled or disabled.
   • The option to live chat with Phishing Tackle support can be enabled or disabled within the platform. 
     
     

Stage 3 - Platform Emails

Phishing Tackle lets you decide how system emails that originate from the platform appear to your users. Within this section from name, email address and identification headers can all be changed to your liking. <

1. From Name
   
   • Enter the preferred 'From Name' you would like the platform to use when sending signup and forgotten password emails.
2. From Email Address 
   • Enter the preferred 'From Email Address' you would like the platform to use when sending signup and forgotten password emails.
3. Name 
   • Enter the name of the identification header that you would like to use. (Please note If you have entered a Name, you will also need to enter a Value for these changes to take effect.)
   • IMPORTANT NOTE: If you have allowlisted our emails by email header in your mail environment, you will need to update these rules to account for this change.
4. Value
   • For the identification header that you have selected enter the associated value. (Please note If you have entered a Value, you will also need to enter a Name for these changes to work.)
     
     

Stage 4 - Training Courses 

Training courses are an important aspect of Phishing Tackle, so we provide you with the tools to customise the certificates of achievement awarded to your users when they complete a course. Your own images can be uploaded and used for training course posters, if you do not find what you are looking for in our library of content.

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1. Certificate of achievement background image
   • The desired background image for training course certificates can be changed.
2. Show your organisation's name on the certificate
   • When ticked your organisation's name (as defined within Organisation Settings) will be displayed on the certificate. 
3. Show your organisation's logo image on the certificate
   • When ticked your organisation's logo (as defined within Organisation Settings) will be placed onto the certificate.
4. Certificate validity period
   
   • You can decide how long (in months) a certificate will be valid for. The certificate expiry date will be displayed on the certificate.
   • You can enter the number "0" to hide the expiry date on the certificate.
     
5. Download PNG image file template
   • This will download a PNG template which can be used to ensure the spacing is correct.
6. Download PDF image file template 
   • This will download a PDF template which can be used to ensure the spacing is correct.
7. Browse for your image
   • Custom training course images can be uploaded to the library.
8. Delete this image from the library
   
   • If an image has been accidently uploaded or is no longer needed it can be removed.
9. Save Image to the library
   • Once you are happy with the changes, hit save.
     
     

Stage 5 - Training Videos

An overlay can be used to display a message and your organisation's logo before a training video begins. This is simple to do, and we make it easy to customise overlay text, colour, size, and the duration. 

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1. Use Video Overlay
   • The option to use a video overlay can be enabled or disabled.
2. Overlay Colour (RGBA)
   • Enter a colour code or use the colour wheel to change the overlay colour.
3. Overlay Text Colour (RGBA)
   
   • Enter a colour code or use the colour wheel to change the overlay text colour.
4. Overlay Text
   
   • Type the information you would like to display before the user starts a training course video.
5. Overlay Text Font Size
   • Enter a value to change the overlay font size.
6. Overlay Text Duration
   • The duration text will be displayed for can be increased or decreased this is in milliseconds.