Team: Huntress Managed Security Awareness Training (SAT)
Product: Departments and Tags
Environment: Huntress Managed SAT management portal
Summary: A critical element of security awareness training is the ability to track the progress of Learners both individually and collectively. One of the most effective ways to segment your Learners for tracking, phishing, and reporting purposes is through the use of Huntress Managed SAT's Departments and Tags.
Departments and Tags are labels Managed SAT platform managers can add to your account to draw connections between Learners in their program who may belong to different groups for the purpose of training.
Once added, managers can then add these labels to Learners either individually or to a group of Learners at once by exporting and importing a CSV file.
Creating, Editing, and Removing Departments
Departments can be added to your Managed SAT account from the Admin Settings. You can find the Admin Settings by logging in to the mycurricula.com admin platform, clicking on ‘Settings’ in the top navigation bar.
Next, click on ‘Settings’ and select the ‘Learner’ tab.
On this page, you will find the ‘Departments’ section. Select the purple ‘Create Departments’ button to create a new Department.
Enter your Department name within the pop-up and select the purple 'Create' button.
Departments will be added to the list below after they are created.
Departments can also be edited or deleted by selecting ‘Edit’ or ‘Delete’ from the corresponding line.
Learners can only belong to one Department at a time.
Creating, Editing, and Removing Tags
Huntress Managed SAT Tags are dynamic and customizable labels you can add to draw associations between Learners who share common characteristics but may belong to different groups or departments. Unlike with Managed SAT Departments, Learners can receive multiple Tags at a time, based on the needs of your program, allowing SAT managers to have more granular control when selecting audiences for phishing campaigns or tracking progress and engagement in reports.
For more information on Managed SAT Tags, including commonly used examples, please see our Tags article.
Managed SAT Tags, like Departments, can be added to your account from your Admin Settings. From the mycurricula.com admin platform, click on ‘Settings’ in the top navigation bar.
Next, click on ‘Settings’ and select the ‘Learner’ tab.
Scroll down and you will find the ‘Tags’ section. From here you can use add custom tags names from the ‘Create Tag’ button. Type in the tag name from the pop-up and then click ‘Create’ button. Tags will be added to the list below after they are created.
Tags can also be edited or deleted by selecting ‘Edit’ or ‘Delete’ from the corresponding line.