Quick Start Guide

IN THIS ARTICLE

1. Onboarding Tour Video
2. Whitelisting
3. Set up Phish Reporter
4. Importing Learners
5. Creating Departments
6. Launching a Baseline Phishing Test
7. Internal Communications
8. Creating a Training Campaign
9. Campaign Monitoring & Reporting

Onboarding Tour Video

Step into the world of cybersecurity training and simulated phishing, where security awareness meets excitement. This video guide is your starting point to create a workforce of cyber heroes through top-tier training. Watch it to kickstart your journey today!

Whitelisting

First things first!

To ensure your training and phishing emails land in learners’ inboxes without interruptions, follow the exact steps in our whitelisting guides for a smooth setup.

Steps to Whitelist:

1. Whitelist all Domains and IPs provided in our Whitelisting Basics guide.
2. If you are using additional email security systems like Microsoft Defender, Bitdefender, ESET, etc., please follow our system-specific whitelisting steps
3. Run a small TEST phishing campaign to confirm your setup is working perfectly before launching any campaigns.

Set up Phish Reporter

Phish Reporter is a simple tool that allows learners to flag suspicious emails directly from their inboxes during phishing campaigns. This helps build awareness and provides managers with insights into learners’ detection skills.

Importing Learners

Getting learners onto the platform is quick and easy! Choose the method that works best for you:

How to Import Learners:

• Login and access your  'Admin dashboard'
• Navigate to the 'Users' section, 
• Click Add Users (top-right corner) and choose:

1. Manually 'Add User' one at a time,
2. 'Import Users' in bulk via a CSV file, or 
3. 'Sync Users' using Active Directory Integration.

Creating Departments

Organising learners into departments helps you compare progress across teams and tailor campaigns to specific groups.

How to Create Departments:

• CSV Method: Add department names in your CSV file during learner import. Ensure names are accurate; the system will automatically create the departments.

  Manual Method:

• Go to the 'Users' section.
• Select the 'Departments' tab.
• Click 'Create a Department' (top-right corner).

Launching a Baseline Phishing Test

A baseline phishing test helps you assess your organisation’s current readiness against phishing attacks. Run this test before starting any training campaigns.

How to Launch a Baseline Phishing Test:

• Navigate to the 'Phishing' section
• Select the 'Campaigns' tab
• Click the 'Create Campaign' and follow the setup wizard.

Internal Communications

After your baseline test, introduce your cybersecurity awareness programme to your organisation.

Send a launch email to engage learners and explain the importance of their participation.

Creating a Training Campaign

Training campaigns are where the magic happens! keep learners engaged with our interactive content, including video modules and micro-modules. Schedule campaigns throughout the year to maintain awareness.

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' and follow the wizard.

Campaign Monitoring & Reporting

Once your campaigns are running, track their progress and measure results with our reporting tools.

How to Download Reports:

• Navigate to the 'Reports' section on the platform
• Select 'Phishing Campaigns' or 'Training Campaigns'.
• Select your format: CSV for detailed data or PDF for summaries.
• Click the 'Get Report' to download.