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Transition Guide — The New INFIMA

On June 6, your INFIMA dashboard upgrades to a redesigned platform with new capabilities. This guide covers what's changing, what you need to do, and where to find things.

The basics

What's changing?
The dashboard is being rebuilt around the two things you have to deliver for every client: framework-driven compliance and human risk management. That brings three major new capabilities — compliance framework tracking, per-user risk scoring, and dark web monitoring — plus policy tracking, customizable client onboarding, refreshed phishing content, and reports with a new look.

When?
All partners move to the new platform on June 6, 2026.

Do I need to do anything?
No. The change happens automatically. Everything you have today carries over, and you'll land in the new dashboard the next time you log in.

Can I go back to the old dashboard?
No — the cutover is one-way. Once your account moves to the new dashboard on June 6, there’s no going back to the old one. If you’d like to get familiar with it first, watch the walkthrough video or book a live tour → before the switch.

Your data and settings

Will my clients, users, and history carry over?
Yes — everything carries over. Your clients, users, training history, phishing history, and settings all move with you, exactly as they are today. There’s nothing to export, re-import, or rebuild.

Will my white-label branding and PSA integrations still work?
Yes. Your white-label branding carries over, and every integration keeps working — your ConnectWise, Autotask, and HaloPSA connections and directory sync all continue without reconfiguration.

Will my scheduled campaigns and in-progress training keep running?
Yes. Scheduled phishing campaigns and in-progress training assignments continue uninterrupted through the cutover — they’ll run exactly as they are now.

Finding your way around

The layout has changed, and the biggest change is how you get around: every page now has a global search bar at the top. Type a client, a user, a report, or a setting and it takes you straight there — for most things it’s faster than navigating by hand, and it’s the quickest way to find your footing in the new dashboard.

When you’d rather navigate, here’s where the things you use most now live:

  • Adding or onboarding a client: click your name in the top-right corner to open the partner settings menu — that’s where you add and onboard clients, alongside all your partner-level configuration: settings, admins, billing, and the danger zone.
  • Assigning or managing training: the Training menu has everything. Curriculum sets your training cadence and prioritizes topics, Timeline shows existing assignments, Planner previews what would be assigned under your current priorities, and Frameworks lets you assign compliance frameworks that bring their own training along with them.
  • Pulling a client report: report links appear on several pages, including the main health page and the compliance page. You can also search a term like “Reports” in the top menu to jump straight to report generation and the report archive.
  • Managing an individual user: the People page lists every user, group, and client-level admin. Click a user to see their training, phishing, and breach-reporting detail — and to send a simulated phishing email, assign training, and more. The fastest route is the search bar: type a name and it takes you straight to them.
  • Accessing settings, branding, and integrations: anything specific to a single client lives under Tailor in the menu; partner-level configuration stays in the partner menu (click your name, top-right).

And when you’re not sure where something moved, search for it — that’s the shortcut for everything above.

The new features

How does compliance tracking work?
Assign a framework to a client and INFIMA tracks how that client’s training, phishing, and policy activity align to its controls, with documentation you can pull for audits and QBRs. Supported frameworks include CMMC, HIPAA, and PCI-DSS, among others.

What is a risk score, and how is it calculated?
Each user has a risk score that reflects their overall exposure. It’s computed from what they’ve actually learned in training, phishing simulation results, real phishing they’ve reported, credential breaches, and their role. A higher score means higher risk. The score updates as new activity comes in, so it always reflects current behavior — letting you focus attention on the users who need it most. And there’s no black box: click into any user to see the exact calculation behind their score, signal by signal.

How does dark web monitoring work?
INFIMA monitors known breach databases, and when a user's credentials appear in one, it emails that user directly — CC'ing you if you'd like — with a link to our learning portal explaining exactly what to do, plus an acknowledgement button they click once they've done it. You don't have to chase it down: the affected user is guided through the fix, and you get the record that it's done. It won't catch every exposure, but it surfaces the breached credentials most commonly used in attacks, so they get handled before someone else takes advantage of them.

Policy tracking, onboarding courses, phishing templates, and reports?

  • Policy tracking: upload your policy documents and INFIMA tracks each user’s acknowledgement of them, right in the dashboard.
  • Customizable onboarding courses: choose from our prebuilt modules — like how to use the report-phishing button — or upload your own content such as videos. They greet each user on their first visit to the learning portal.
  • Refreshed phishing templates and landing pages: a new library of templates, plus the ability to test credential collection and attachment opening.
  • Refreshed reports: the same content and metrics you rely on, with an updated look and feel.

Your clients and end users

Will my clients or their end users notice anything?
End users won’t — their training experience is unchanged. Client admins will move to the new dashboard along with you, but their access stays exactly as it is today: they see only their own client’s data and none of your partner settings.

Do I need to tell my clients anything?
That’s your call — you know your client admins best, and whether any of them would benefit from a heads-up. For most, nothing is needed: end users see no change, and the first time a client admin opens the new dashboard, they’ll be offered a guided tour of it. We’ve designed the switch to be as seamless as possible, and our support and customer success teams are here to backstop you if anything comes up.

Getting help

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