Customer Managers' Guide: How to add Company Managers

What is a Manager?

On company creation, a dedicated Manager ( main Admin to the company dashboard) is assigned. This individual automatically becomes the default company manager, gaining full access to the platform. Their role includes ordering licenses, adding learners, setting up training and phishing campaigns, viewing dashboards, generating detailed reports, and overseeing the Security Awareness Training program.

Adding Company Managers

Managers have the same permissions as the main Admin and can make updates to the platform. To add new Managers, follow these straightforward steps:

• Login and access your  'Admin dashboard'
• Navigate to the 'Users' section, 
• Select the 'Managers' tab.
• Click the 'Add Manager' button.
• Click 'Save'.

*To remove a manager, click the 'bin' icon next to their name.

Welcome Notifications

• Manager Welcome Email: An onboarding email is sent to the new Manager, prompting them to set up their login and password.

Expiry Notifications

Company managers receive two automated email notifications regarding license expiry:

• Reminder Notification: Sent 72 hours before license expiry.
• License Expiry Notification: Sent on the day of license expiry.