revel8

Technical setup, including authentication, whitelisting & integrations.

Technical Setup & Integration

Let your team sign in to revel8 with their Microsoft accounts, using SAML single sign-on through Microsoft Entra ID.

Single Sign-On (SSO) with SAML via Microsoft Entra ID

Let your team sign in to revel8 with their Google accounts, using a custom SAML app in Google Workspace.

Single Sign-On (SSO) with SAML via Google Workspace

Add users to revel8, choose their roles, limit what directors see, and sync users from your employee data.

Manage User Access & Roles

Set password rules and require two-factor authentication for members who sign in to revel8 with a password.

Access Controls: Password Policy & Two Factor Authentication

Authentication & Access Management

How to set up the Microsoft Entra ID / Active Directory integration to synchronize user information

Microsoft Entra ID Sync via SCIM

Sync employees and groups from Google Workspace into revel8 with Google's Secure LDAP service.

Google Workspace Sync via LDAP

Limit which Microsoft Entra ID users or groups are synced to revel8 over SCIM, with a scoping filter.

Microsoft Entra ID - Enterprise Application Scoping Filter

Upload your employees to revel8 from a CSV or Excel file, using the revel8 import template.

User Upload via CSV or Excel File

Sync employees and groups with your directory / identity provider

Employee Provisioning

Let revel8 phishing simulations through Proofpoint as a safe sender, and exclude their landing pages from URL Defense.

Whitelisting Guide (Proofpoint)

Ensure email delivery with Whitelisting guides or DMI

Email Delivery & Whitelisting

Let revel8 phishing simulations through Microsoft Defender with an Advanced Delivery policy and a Safe Links exception.

Whitelisting Guide (Microsoft Defender)

Allow revel8 simulation landing pages in Microsoft Defender for Endpoint, so SmartScreen does not block them.

Outbound URL Whitelisting in Microsoft Defender for Endpoint

Deliver revel8 simulations straight into Outlook mailboxes with Direct Message Injection, instead of whitelisting sending domains.

Direct Message Injection (DMI) for Microsoft 365/Entra

Configuring Whitelisting or Direct Message Ingestion within a Microsoft environment

Microsoft Environment

Let revel8 phishing simulations through Gmail with the IP allowlist, a spam filter exception and an inbound gateway setting.

Whitelisting Guide (Google Workspace)

Deliver revel8 simulations straight into Gmail inboxes with Direct Message Injection, instead of whitelisting sending domains.

Direct Message Injection (DMI) for Gmail

Configuring Whitelisting or Direct Message Ingestion within a Google environment

Google Environment

The Reporting Button lets employees report suspicious emails straight from Outlook.

revel8 Reporting Button for Outlook (Microsoft 365 / Exchange Online)

Learn how to obtain licences from Apple Business Manager (ABM), and then distribute and configure the app to your users via your MDM system (this documentation explains Microsoft Intune).

revel8 Reporter App for iOS integration

Forward revel8 simulation reports from KnowBe4 PhishER into revel8, so the reporting rate shows up in the platform.

Reporting Integration with KnowBe4

Set up the Reporting Button add-in for Exchange (on-premises): prerequisites, server configuration, forwarding, and rollout.

revel8 Reporting Button for Outlook (Exchange on-premises)

Set up the revel8 email reporting button or phone reporting app to allow users the reporting of phishing attacks

Phish Reporting Integration

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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