Mode Response Onboarding Guide

1. Activate your portal

Retrieve your onboarding email and follow the steps provided to access your account.

Once you access your Mode Portal for the first time, you will be prompted to follow the onboarding flow to set-up your account details. Follow those steps.

If you skipped the step for uploading your company logo, you can always return to the "Getting Started" screen to customize your workspace with your logo later.

Your company logo builds trust with your team in the event of an incident and reinforces that Mode is an approved workspace for team communication.

2. Configure your app settings

Navigate back to "Getting Started" by clicking the link at the top of the navigation menu.

Then, set the settings you would like to enforce on the Mode apps activated by your team.

Click the arrow for "Manage app settings". In the "Settings and Configuration" section, click "Mode App". Here, you can review and adjust the settings by category to customize the application's behavior to your preferences.

3. Invite yourself

Navigate back to "Getting Started" by clicking the link at the top of the navigation menu.

Then select "Send Invites" to navigate to the user invite page.

This section offers comprehensive control over the users in your workspace. You can invite users to Mode either individually or in groups by importing a contact list CSV file. To start, click the “Add User” button on the right.

On this screen, you can create a Mode account for yourself by entering your name and email address. The invitation will be sent by clicking the arrow next to the save button and selecting "Save and Send Invites".

You will receive an email with instructions to activate your Mode account.

4. Activate your app

Activate your Mode app on your desktop device by following the steps in the welcome email. Your email will prompt you to download the app and will include your activation code.

Now you will be ready to communicate with your team when they accept their invites to join your workspace (steps for inviting your team are included below).

5. Link a device

Set-up your Mode account on a second device (such as your mobile device). Download the Mode app for your second device from the app store by searching for “Mode Secure Communication.” Then return to your primary desktop Mode app. Click on your user profile in the top right corner (on desktop), and then select "Settings".

In the settings menu, select “Devices” and click the “Link” button. You will be prompted to enter your Mode password to verify your identity.

Then go back to your newly downloaded Mode app on your secondary device. On the create account page, select “Link a New Device” at the bottom. Scan the QR code found on your primary Mode app with the device you want to link and follow the prompts to complete the linking process.

6. Add IR documents

To add documents to your secured folder, open your Mode desktop app, click on your user profile in the top right corner, and then select "Secure Notes". You can either drag and drop file(s) into the message window or click the “+” icon, then hit send to upload the file(s).

7. Invite your team

In the Mode Portal, return to "Getting Started" by clicking the link at the top of the navigation menu. Then select "Send Invites" to return to the user invite page.

Now, invite additional users to Mode by clicking the "Send Invites" button. Follow the steps for uploading a .CSV file or adding new team members manually. This will automatically send email invites and activation codes to your incident response team.

8. Create a group chat

In the desktop app, create a group by clicking the “Create Chat” button. This will take you to the contact list, where you can select “New Group”. Choose the team members you want to include, then click "Next". Note that you can only select team members who have activated their accounts. If members of your team have not activated their account, those team members will not be available in the group chat contact list. Finally, enter the group name and assign user roles, then click “Create Group”.

Note: you can only select team members who have activated their accounts. If users have not activated their account, they will not be available in the group chat contact list.

Finally, enter the group name and assign user roles, then click “Create Group”.

9. Get support

The initial setup Mode Response is complete! Your IR team is now ready to communicate securely before, during, and after an incident.

Additional support resources can be found at https://help.mode.io/