Search results for Settings

53 articles found

• Admin Managers' Guide: Account Settings

  This guide will walk you through how to set up and manage your account settings. In this article: Theme & Company Logo (Whitelabelling) System Emails User Sync SSO Logs Reminder Notifications Theme &

• Guide: Setting Up Single Sign-On (SSO) Using Okta

  Logging in with Okta Admin Setup & User Guide for SSO Access Want your team logging in via Okta? Here’s how to set it up and how users can access the platform once it’s ready. Step 1: In Your Okta

• Troubleshooting Guide: Enable Images in Emails

  In Microsoft Outlook, automatic image downloads are often disabled by default for security reasons. This can affect how simulated phishing emails display and may also impact tracking accuracy. To

• Admin Managers' Guide: Light & Dark Modes

  Managing Modes Admins can customise the branding of the platform by choosing between light and dark themes. Follow the steps below to personalise your theme settings. Accessing Theme Settings Log in

• Troubleshooting Guide: Why"Opened" Email Counts Differ Between Dashboard and CSV Report

  You might notice that some learners in Phishing campaigns are recorded in CSV Reports as having "Clicked" but not "Opened". Why this happens Our phishing simulator tracks email opens using a small,

• Admin Managers' Guide: Customising Your System Emails

  The System Email library is your hub for all automated notifications sent from the platform. These templates handle the heavy lifting for you - from learner notifications to manager alerts. While the

• Whitelisting in Mimecast

  This article will cover how to whitelist our Platform’s training notifications and simulated phishing emails if you are using Mimecast. Below are instructions for several different policies you'll

• Whitelisting in Google Workspace

  Whitelisting in Google Workspace involves creating rules in the Google Admin console to allow our emails to bypass spam filters and be trusted by your email system. This ensures that both system and

• Troubleshooting Guide: Reported Emails Not Showing on Dashboard

  When learners report emails and they do not reflect in your simulation metrics or reporting, your mail provider or email gateway might be blocking external email forwarding due to automatic

• Whitelisting in Barracuda

  This article will cover how to whitelist our Platform’s training notifications and simulated phishing emails if you are using Barracuda's Email Security Gateway. Barracuda Sentinel Allow Senders

• Admin Managers' Guide: Okta Integration

  To assist companies in integrating their Okta environment with the security awareness platform for user synchronisation, follow the step-by-step guide below. This process ensures secure and scoped

• Admin Managers' Guide: How to Set Up Automated Training Reminder Notifications

  Training reminders are automated to ensure maximum training completion and engagement. Managers can send out a monthly reminder email to active learners who have not completed assigned training

• Admin Managers' Guide: Set Up Phish Reporter in Microsoft Outlook 365

  This guide shows you how to configure Microsoft 365’s built-in Report Phishing capability so that learners can report all suspicious emails to your internal reporting mailbox and to the platform with

• Whitelisting in Microsoft 365

  To ensure phishing simulations and training campaigns reach learners’ inboxes and aren’t blocked or sent to junk, you should whitelist our domains. This guide provides step-by-step instructions for

• Keep Your Whitelisting Fresh with Quarterly Maintenance

  n the ever-evolving world of technology, keeping your whitelisting up-to-date is crucial. We recommend reviewing and updating your whitelisting settings every quarter to ensure a seamless flow of

• Admin Managers' Guide: Google Workspace Directory Integration

  Syncing your Google Workspace directory with Goldphish allows you to automatically import and update user accounts across your organisation. In This Guide: Step 1: Authorise Domain-Wide Delegation in

• Partner Onboarding Guide

  The platform is purpose-built for Partners to be simple and scalable, allowing you to seamlessly onboard clients and manage cybersecurity awareness training programmes, all from a single login. We

• Whitelisting in Proofpoint

  If you're using Proofpoint's spam filtering software, you can whitelist (safelist) our Platform to allow your users to receive our simulated phishing emails and system emails. When you're ready to

• Admin Managers' Guide: How to Edit Learners' Profiles

  As an Admin, you can edit a learner’s personal details, email address, access level, and manage their department assignments. Go to Users > Users tab. Use the filters to find the learner by name or

• Admin Managers' Guide: White-Labelling the Platform

  White-labelling the platform is the best way to make sure your team feels at home. When security training looks and feels like an internal tool, employees are much more likely to trust and engage

• Whitelisting in Mail Assure

  To ensure that phishing and training emails from our platform are delivered to your users' mailboxes without any issues, follow these steps to whitelist our domains in Mail Assure. Steps: Log In to

• Admin Managers' Guide: How to Create a Single Training Session

  What is a Single Training Session? Is a one-off training event. Select one or two topics, pick your schedule, assign your team, and let Goldphish handle the rest automatically. Key Benefits Sending a

• Admin Managers' Guide: Microsoft AD Integration

  This article describes how you can manage your learners through integration with your company’s Microsoft Active Directory (AD) or Azure AD. Syncing your learners is a straightforward three-step

• What should I do if specific users are not receiving system emails, but everyone else is?

  If specific users report they haven't received emails, however, the rest of your team are all receiving their training and phishing emails, the issue is almost always isolated to local account

• Admin Managers' Guide: How to Add Admin Managers

  What is a Company Manager? When a company is first created, a dedicated Manager (the main Admin for that company dashboard) is automatically assigned. This person becomes the default Company Manager

• Troubleshooting Guide: Phishing Report shows a Hollow “Assumed Opened” icon

  In a phishing campaign report, you may see that a learner clicked the phishing link, but there’s no solid “opened” icon. Instead, you see a hollow “assumed opened” icon. Why this happens Our system

• Partners' Guide: Onboarding Your Customers Effectively

  This guide will help you onboard your customers smoothly onto the Security Awareness Training platform. Follow the steps below to set up accounts, confirm technical requirements, and launch

• Partners' Guide: White-Labelling the Platform

  White-labelling allows you to proudly display your brand (or your client’s brand) across the entire platform experience. Whether you're delivering a fully managed service or a co-branded solution,

• Partners' Guide: How To Keep Whitelisting Fresh

  In the ever-changing realm of technology, it's a great idea to touch base with your customers every quarter and give their Whitelisting settings a little refresh. Why? Well, it's the secret sauce

• What should I do if a learner has not completed their training by the campaign end date?

  If a learner hasn't completed their training by the campaign end date, they can still access and complete it because the end date only serves to encourage completion, not restrict access. You have

• Quick Start Guide: Welcome to Your Security Awareness Platform 👋

  Follow these onboarding steps in order, and you’ll have your programme live in no time! In This Guide: Step 1. Watch the Platform Walkthrough Video Step 2. Log In & Access the Platform Step 3. Add

• Admin Managers' Guide: How to Resend Learner Welcome Emails

  System emails are the primary method for learners to access the GoldPhish platform. By default, every learner automatically receives a Learner Welcome Email and a Training Campaign Welcome Email upon

• What should I do if specific users are not receiving Goldphish emails, but everyone else is?

  It can be frustrating when most of your team is receiving their training and phishing emails without any issues, but a couple of users seem to be missing out. The good news is that if most users are

• Troubleshooting Guide: Resending Learner Onboarding Emails

  PROBLEM: You’ve added learners to the platform, but some (or all) haven't received their welcome onboarding emails. Step 1: Technical Confirmation (Whitelisting) Before troubleshooting individual

• Admin Managers' Guide: How to Create a Training Series

  What is a Training Series? A Training Series lets admins build and schedule a full 12-month security awareness programme all in one go. Instead of having to log in every month to build, schedule, and

• Guide: Understanding Your Simulation Metrics

  Your Phishing Simulation Report summarises how learners interacted with a simulated phishing email. The key metrics below help you understand how the platform tracks opened, clicked, compromised,

• Guide: Single Sign-On (SSO) Options

  Here’s a quick guide to the different ways you can log into the Security Awareness Platform - choose the option that works best for you or your organisation. Option 1: Continue with Password Use this

• Q2 2026 | What’s New | Platform & Content

  Q2 2026 was a blast! We rolled out major platform updates designed to save you time, simplify user management, and upgrade your reporting - alongside a heap of fresh training content and phishing

• Admin Managers' Guide: How to Launch a Baseline Phishing Test

  Before launching ongoing security awareness training, it is essential to assess your organisation's starting vulnerability level. Conducting an unannounced Baseline Phishing Test gives you an

• Admin Managers' Guide: Set Up Phish Reporter in Google Workspace

  The Phish Reporter feature enables Google Workspace users to forward suspicious emails to a designated internal company mailbox. This allows your organisation to monitor reported emails internally

• Admin Managers' Guide: How to Create a Phishing Simulation

  In This Guide: The Basic Technical Setup Step 1. Create a Phishing Simulation Step 2. Select Template Step 3. Select Recipients Step 4. Set a Schedule Step 5. Select Training Type Step 6. Complete

• Is Training Content Available In Other Languages?

  Yes! Our training content is available in multiple languages, including English (UK, US, AUS), French, Spanish, Portuguese, Romanian, and Croatian. We’re continually expanding our language options,

• Whitelisting in Sophos

  Whitelisting our domains in your Sophos Email Appliance (SEA) will allow your users to receive simulated phishing and training emails from our platform. The instructions below include information

• Localisation Guide

  Localisation improves your users’ experience by delivering training content, phishing templates, and notifications in their preferred language. The Security Awareness Platform currently supports

• Whitelisting in FortiMail

  To whitelist our phishing and training emails when using FortiMail, you should add our domains to an anti-spam whitelisting list. This will allow our phishing and training emails through without

• Whitelisting in Forcepoint (Websense)

  How to Whitelist in Forcepoint If you are using Forcepoint's (formerly Websense) web or email filtering services, you can whitelist GoldPhish to allow our simulated phishing test emails and training

• What is a Training Series?

  We built this feature to take the ongoing administration out of your security awareness training, allowing you to plan, deploy, and manage an entire year's worth of training in just a few minutes.

• Partners' Guide: How to Add Internal and External Managers

  Adding Managers is key for efficient administration and oversight within a company. Managers can be appointed during company creation or manually assigned at any time. Here's how you can add both

• Phishing Simulation: Templates Library

  Our GoldPhish Template Library is packed with globally recognised, pre-made templates, allowing you as an Admin Manager to quickly deploy realistic phishing simulations with ease. Watch our Video

• Distributors' Guide: How to Create a Reseller Partner Company

  This guide walks you through the steps to create and onboard a Sub-Partner (MSP) Company onto the Security Awareness Training platform. Whether you’re adding one or multiple partners, this process