Targeting users for training

Once Security Awareness Training is enabled, you need to target the users you want to include in training. This is done by identifying a domain that contains the users you want to target. If you are using the MSP view, you need to identify the domain for each Site.

To target users for training:

1. Go to the settings for Security Awareness Training.

• In Business view, click Security Awareness Training in the navigation pane and then open the Settings tab.

• In MSP view, click Sites List in the navigation pane, open the Site, and then open the Security Awareness Training tab.

2. Configure the domain to use to target your users.

   1. In Business view, use the options on the Security Awareness Training > Settings tab.

   2. In MSP view, click Sites List in the navigation pane, open the Site, then open the Security Awareness Training tab.

3. You can either configure the domain automatically, using Active Directory Integration, or manually, using Domain Verification.

• Active Directory Integration synchronizes with Azure Active Directory to identify the domain. It also synchronizes a list of users in the domain that you can target for security training. See the Knowledge Base.

  You can see the synchronization status on the Security Awareness Training settings page. If needed, you can also click Disable to stop synchronizing from Azure.

• Domain Verification identifies the domain through a verification email, then enables users to be added. Email addresses on ISP or public domains (for example gmail.com) are restricted and cannot be used. Email addresses must be valid company or organization addresses.

  • In the Add New Domain box, enter an email address.

    • If the email you enter is a Domain Member, campaigns can be created and run, but the breach report is not accessible.

    • If the email you enter is a system level Domain Admin (i.e., administrator, info, postmaster, root, system, or webmaster), campaigns can be created and run, and the breach report is accessible.

  • Click Send Verification Request to send a verification email to the specified email address.

  • Once you get the email, click the verification link in the message to confirm access to that domain.

  • After access to the domain is confirmed, click Security Awareness Training on the navigation pane and open the Users tab.

  • Select a Site (MSP view only)

  • Click Add Users to Site.

    • Enter Users Manually indicates you will manually specify the name and email for each user you want to target for training.

    • Set up Active Directory integration synchronizes using Azure Active Directory. See the Knowledge Base.

    • Upload Users from File indicates you are going to import the users you want to target for training. The file should contain no more than 15,000 records.

      • CSV indicates a .csv comma-separated list of users. The file must contain the users' first name, last name, and email address. It can optionally contain a unique ID and tags.

      • LDIF indicates an .ldif file exported from LDAP/Active Directory. The following fields will be used to add users for training:

        • givenname (required) populates as the user's first name.

        • sn (required) populates as the user's last name.

        • mail (required) populates as the user's email address.

        • objectGUID (optional) populates as the user's unique ID.

        • Ou (optional) are organizational units that populate as tags.