Quick Start Guide
IN THIS ARTICLE
- Whitelisting
- Set up Phish Reporter
- Importing Learners
- Creating Departments
- Launching a Baseline Phishing Test
- Internal Communications
- Creating a Training Campaign
- Campaign Monitoring & Reporting
Whitelisting
FIRST THINGS FIRST - before you dive into the exciting stuff like adding users and creating campaigns, there's an essential task on your to-do list. Take a moment to verify that whitelisting has been set up for your email server. It may not sound glamorous, but it's crucial for ensuring that your training campaigns and phishing simulator emails reach their intended recipients without any hiccups. So, take a moment to double-check that whitelisting is in place, and then you'll be all set to proceed with confidence. Happy launching!
For detailed guidance, explore our Whitelisting Basics guide.
Set up Phish Reporter
Remember to set up our awesome Phish Reporter Service that lets learners flaunt their top-notch security skills and report any pesky malicious emails that pop up during the simulated phishing campaign. Even managers get to join in on the fun! With the phish Reporter, they can easily see who spotted those sneaky emails and took action to report them.
For detailed guidance, explore our Phish Reporter Service guide.
Importing Learners
Adding new learners to the platform is super easy, and we've got a few options available depending on your preference.
How to Import Learners:
- Login and access your 'Admin dashboard'
- Navigate to the 'Users' section,
- Click on the 'Add Users' button located top right corner. Managers will have the choice to:
- Manually 'Add User' one at a time,
- 'Import Users' in bulk via a CSV file, or
- 'Sync Users' using Active Directory Integration.
For detailed guidance, explore our Adding New Learners guide.
Creating Departments
Using departments is a great way to organise your learners and measure security culture between different groups.
How To Create Departments:
Managers will have the choice to:
- Include department names on the CSV file:
- Our handy import tool will automatically create the departments for you when importing learners.
- Check the spelling of department names is accurate.
- Select 'Complete Upload' to finalise the process.
- Manual Department Creation:
- Navigate to the 'User' section.
- Select the 'Departments' tab.
- Click the 'Create a Department' button in the top right.
For detailed guidance, explore our Creating Departments guide.
Launching a Baseline Phishing Test
Once your learners are imported, it's time to go phishing! We recommend launching your baseline phishing test before any training campaigns are launched. The idea of a blind or baseline test is to see where your organisation currently stands when it comes to defending against phishing attacks. :
How to Launch a Baseline Phishing Test:
- Navigate to the 'Phishing' section
- Select the 'Campaigns' tab
- Click the 'Create Campaign' button in the top right corner.
- Follow the steps in the campaign wizard.
NOTE: Disabling just-in-time training ensures that learners are unaware of their involvement in the test. When the learner clicks/shares info during the test, they will be redirected to a 404 error page. Remember to enable remedial just-in-time training for following phishing campaigns after completing the baseline test.
For detailed guidance, explore our How to Launch a Baseline Phishing Test and How to Create a Phishing Campaign guide.
Internal Communications
Communicate, communicate, communicate! After launching your baseline test, you may want to notify your organisation about your new cyber security awareness training program about to be launched!
Effective communication with your team is crucial for the success of the security awareness training program. We recommend sending out a 'Cyber Security Awareness Programme Announcement' email to drive engagement and participation.
This will create the pre-launch buzz you need to drive learner engagement and participation in the assigned training.
For detailed guidance, explore our Employee Communications for additional details on how to communicate effectively with your learners.
Creating a Training Campaign
One of the best parts about our platform is building and enjoying numerous training campaigns to form part of your annual awareness programme! From interactive eLearning and micro modules to entertaining animation videos, your continuous security awareness training programme will now have all the content you need to build a strong security culture!
We recommend scheduling training campaigns throughout the year (as opposed to one large campaign once a year) to maintain top-of-mind security awareness.
How to Create a Training Campaign:
- Navigate to the 'Training' section.
- Select the 'Campaigns' tab
- Click the 'Create Campaign' button in the top right corner.
- Follow the steps in the campaign wizard.
For detailed guidance, explore our Creating a Training Campaign for more information about launching your first training campaign!
Campaign Monitoring & Reporting
After creating and launching campaigns, Managers can produce and download reports detailing the progress, scoring and outcomes of phishing and training campaigns.
How to Download Reports:
- Navigate to the Reports section on the platform
- Select Phishing Campaigns or Training Campaigns.
- Choose the type of report, a data-rich 'CSV' report and an executive summary style 'PDF'.
- Select which campaign you want to create the report for, Individual, Multiple, or All campaigns, by clicking the 'Select All' checkbox.
- Click the 'Get Report' button.
For detailed guidance, explore our Reporting guide for more information about producing detailed campaign reports!