Set up Hosted Flows

Get started with a template

1. Browse the available templates.
2. Click View Details to see how the 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 Themes 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.

Updated 9 days ago