RiskOS™ Setup

Get started with a template

1. Browse the available templates.
2. Click Preview to see how a template is configured.
3. When you’re ready, click Use Template to start customizing it for your workflow.

Customize the flow

Once you’ve opened a template, you’ll see the workflow canvas.

• Click on any End User Experience step to open its configuration panel.
• Select Configure to define the layout—choose which UX elements to include and in what order.
• Apply a global theme from the right-hand panel for a consistent brand experience.

Build with no code

The Hosted Flow Builder provides a library of UX Page Templates and UX components you can add with the + icon. For each component you can:

• Mark fields as mandatory
• Mask sensitive inputs
• Edit field names and validation messages

Apply themes

Themes let you keep branding consistent across flows.

• Go to Settings to manage global themes.
• Start with the default Socure theme or create new ones (helpful if you manage multiple brands).
• Click Create Theme to get started.
• Preview how your theme looks across standard UX screens before applying it.
• You can create multiple themes to support different brands. RiskOS supports duplicating a theme and saving it as a copy so you can use a baseline and then configure a different theme easily.