The ‘Settings’ section of SAT is for accessing and managing your Account Panel.
Here, you have access to edit core settings like adding Managers, updating Departments and Tags, editing Learner Authentication. You can also view pertinent information for Whitelisting.
To navigate to your Account Panel, select ‘Settings’ in the top navigation bar.
Within your Settings, you'll see a vertical menu on the left-hand side of your screen where you can manage your Admins, Learner Settings, Assignment Settings, Phishing Settings and Billing Plans and view your Invoices.
Within the ‘Profile’ section of your Account Panel, you’ll see an Account Overview on the ‘General’ tab that displays your total License Count.
Within the Profile section, you can update your unique Admin information (password and email address) and enable or disable Two-Factor Authentication for your personal Admin account.
Admins are Managers who are in control of updating the SAT platform and have the same permissions as the main Admin. They can manage and edit Learners and Groups, create Episode Schedules and create Phishing Campaigns, and edit all settings within the platform.
Within the ‘Managers’ section of your Account Panel, you can add and edit your organization’s Managers (Admins) and also update Two-Factor Authentication for all managers to keep your instance of SAT secure.
Adding Admin Managers
Admin Managers can be added within the Settings section by navigating to the ‘Admins’ tab, then clicking the purple ‘Create Admin’ button.
Input their company email address, and select the 'Send Welcome email notification' checkbox to prompt them to complete their account setup.
Admin Managers have the same permissions as the first Admin and are a great asset to large teams. They can view Dashboards, build and download Detailed Reports, and help manage your SAT Security Awareness Training.
From the ‘Settings’ section, you can make pertinent updates to your Learners, Departments and Tags, Phishing Recovery Training, and access important Whitelisting information.
When navigating to the ‘Settings’ section, you’ll notice three options: Learners, Assignments and Phishing.
In the ‘Learner' section, you'll see an overview of your Departments, Tags and Groups. You'll be able to create, edit or delete your Departments, Tags and Groups from this section
Creating Departments and Tags
To create a new Department or Tag, select the purple 'Create Department' or 'Create Tag' button and you can begin typing in the pop-up text box and select 'Create' once you've entered in your specific Department or Tag.
For both Departments and Tags, renaming or removing items from your existing list is simple. To update the name of an existing Department or Tag, simply select ‘Edit’ beside the item you wish to update. To delete an existing Department or Tag, select ‘Delete’ beside the item you wish to remove.
Within the ‘Assignments’ tab of your Account Settings, you can access and set the Reporting, Navigation and Notification defaults for your Assignments. These settings can be overridden when creating a new assignment.
Under Reporting Defaults, set the default score Learners will be required to achieve to pass a training episode.
Under Navigation Defaults, you can control how Learners are able to access and view upcoming training episodes.
Under Notification Defaults, you can set the custom messages that Learners receive for various notifications, such as new Assignment Enrollment and Content Reminders. You can also set the default schedule for Content Reminders.
Within the ‘Phishing’ tab of your Account Panel Settings, you can access SAT's Admin settings pertaining to our Phishing Simulator.
At the top of the 'Phishing' tab, you’ll see a full list of email addresses and domains to Whitelist.
Recovery Training Reminders
The next setting you can edit from the ‘Phishing’ tab is Recovery Training Reminders.
If you have Recovery Training enabled, once a Learner has engaged with a Phishing Campaign, enabling Reminders will send emails notifying the Learner they need to complete Recovery Training to continue learning with SAT.
We recommend enabling this function to include at least 1 Recovery Training Reminder email.
Report Phishing Service
Next, if you’re a GSuite user, another item you can edit within the ‘Phishing’ tab is your custom Report Phishing Service email address.
If you’re not a GSuite user, you can still take advantage of this awesome feature! Click here to learn more.
The last function you can edit within the ‘Phishing’ tab is your Phishing Contact.
In these fields, be sure to add the contact information for the inbox where your Learners should forward malicious emails.
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