Getting started with Security Awareness Training

Updated 13 hours ago by admin

Getting Started with Security Awareness Training

Follow this guide to deploy Security Awareness Training successfully.

Accessing the Portal for the first time.

  1. Navigate to the Dashboard.
  2. Select Security Modules, then select SAT - Administration.

This video walks you through the steps to access the SAT portal via the Dashboard.

SAT Dashboard Walkthrough.

The video below will walk you through the SAT Dashboard.

Setting up User Sync with Microsoft M365.

This video walks you through the steps to set up user sync with Microsoft M365.

For more information about our other syncing methods and adding users to the SAT portal, please refer to our knowledge-based articles by clicking HERE.

Setting up SSO with Microsoft.

This video walks you through the steps to configure SSO with Microsoft so your users can access the training content.

Safelisting the SAT service within your Email provider.

The next step is to ensure that you add all the SAT sending domains, Email header and sending IP address to ensure that phishing simulation emails are delivered to users without any problems.

Within the SAT dashboard, there are guides on how to add the SAT sending domains, Email header and sending IP address from Microsoft 365 and Google Workspace. To access these guides, navigate to Settings, Deliverability

Other guides are available from your service provider.

Promote a SAT user to a Tenancy Admin.

This video walks you through the steps to promote a SAT user to a Tenancy Admin. The process is the same for promoting to Report and On-Demand.

For more information about other user roles on the SAT portal, please refer to our knowledge-based articles by clicking HERE.

Journey Assignment.

This video walks you through creating a Journey using a System Template.

For more information about using the Journey Builder, please refer to our knowledge-based articles by clicking HERE.

Landing Page.

The SAT tenant has a default Landing Page assigned, which is displayed when a user clicks on a link within one of our Simulation Emails.

If you would like a custom Landing Page with your Company Logo and colour scheme, please follow this KB Article.

Email Customisation.

The SAT tenant has a default Email template, which is sent when a user is assigned a course.

If you would like a custom Email template with your Company Logo, colour scheme and custom text, please follow this KB Article.

On-Demand

This video walks you through how to use our On-Demand feature.

How to send a Simulation via our On Demand feature.

This video walks you through how to send a simulation via our On-Demand feature.

How to send a Course via our On Demand feature.

This video walks you through how to send a course via our On-Demand feature.

For more information On-Demand, please refer to our knowledge-based articles by clicking HERE.

Further Information

Please see our SAT User guide for more configuration information HERE.

How did we do?