Getting started


The initial platform setup is child's play. Dependent on your initial setup requirements, you can use the platform and send the first assessment within a few hours.

Initial setup options

The initial setup of the platform involves several sequential steps that must be followed. The initial platform setup process diagram can be found here. In each step, several choices have to be made. These choices relate to branding, domains, sign-on, security, and integrations. Your partner or the 3rdRisk team will guide you through the initial setup options.

1. Custom branding

The first step includes deciding upon custom branding. Custom branding or white labeling means that the design of the platform is tailored to the corporate identity (e.g. logo, primary and secondary colours, and supported fonts) of your organisation.

Click here for more information on implementing Custom branding.

2. Custom domains

The second step involves deciding upon using a custom domain. Connecting your own domain will boost the credibility of the platform and make the assessment portal and e-mails sent by the platform look legitimate to your internal stakeholders and third parties.

Click here for more information on implementing Custom domains.

3. Single sign-on

The third step is about deciding upon implementing single sign-on (SSO). This is an authentication method that allows users to sign in from their corporate network with one click securely without using a username/password. Our platform supports Okta. Microsoft Azure Active Directory and other SSO-services.

Click here for more information on implementing Single sign-on.

4. IP restrictions

The fourth step involves deciding upon IP restrictions. IP restrictions or IP allowlisting is a way of giving access to the 3rdRisk platform to trusted individuals. With an IP allowlist, you can allow specific IP addresses to access the platform. All other traffic will be blocked by default.

Click here for more information on implementing IP restrictions.

5. Integrations

The fifth step involves deciding upon integrations. This step can also be performed at a later stage.