Search results for Settings

43 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

  Usually, the automated loading of images in emails is disabled in Outlook. To make the simulated phishing emails more convincing, our domains should be added as exceptions in the Outlook Trust

• 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

• Admin Managers' Guide: Whitelabeling Your Platform

  Whitelabeling the Security Awareness Training and Simulated Phishing platform lets you effortlessly infuse your company culture into employee training or proudly flaunt your brand as an MSP Partner.

• 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

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

  Why Do You Need Training? To better equip yourself, your family, and your organisation to stay safe online. ✅ Proactive Preparation: A little setup goes a long way! Before launching your first

• Setup 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 their internal Reporting mailbox and to the Security

• 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

• Troubleshooting Guide: Reported Emails Not Reflecting in Campaign Reporting.

  When learners report emails and they do not reflect in the campaign reporting, your system might be blocking external email forwarding because of the auto-forwarding feature. This troubleshooting

• 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

• Partner & Multi-Tenant Guide: Getting Started

  Welcome onboard! This guide is here to help you get up and running with your Partner account as quickly as possible. We’ll cover your initial setup, how to get your team sorted, and where to find the

• 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

• 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

• 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

• 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: 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

• 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: 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

• How to Create a Phishing Campaign

  Phishing attacks pose a major risk to organisations worldwide. Running phishing campaigns helps identify learners who may be vulnerable, and provides opportunities to build awareness, reinforce

• Why does my reminder system email look different or show missing variables?

  If your reminder email appears outdated, is missing variables, or doesn’t match the version shown in our support guides, it's likely because you're using an older, customised template. Custom

• 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

• 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

• 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

• Setup Phish Reporter in Google Workspace

  The Phish Reporter feature enables Google Workspace users to forward suspicious emails to a designated company mailbox (e.g., phishreport@yourdomain.com). This allows your organisation to monitor

• 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

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

  Whether you’re just getting started or need a quick refresher, this guide walks you through the key steps to set up your account. Follow each phase in order, and you’ll have your programme live,

• 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

• 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

• Just-in-Time Training: Assigning Remedial Training for Phishing Campaigns

  Admin Managers can assign remedial training to learners to reinforce their security awareness. You have three options for how and when to deliver this training when setting up a phishing campaign.

• 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

• Troubleshooting Guide: How to Fix False Positives (100% Click Rates)

  If you’re seeing an unusually high - or even 100% - click rate on your phishing simulations, it almost always points to false positives. These happen when automated security tools click the links in