Account Settings

To navigate to Account Settings, expand Administration > Settings > Account Settings.

The Account Settings page is where you can specify a default test length, default account timezone, default email rate limit (this is how many emails go out per hour for your tests), default web hook, and group import type on your account. The Notifications tab lets you set up account no usage notifications. On the IP Filters tab, you can choose to exclude certain IPs, IP ranges, and CIDRs from your test results. The User Agent Filters tab lets you exclude test results coming from certain user agents. 

Jump to the following sections that describe the Account Settings page.

• General
• Notifications
• IP Filters
• Templates
• User Agent Filters

General

The General tab lets you specify certain default settings on your account.

• Default Test Length is how long you want your tests to run. This value will be populated in the test wizard but can be overwritten in the test setup.
• Default Time Zone is what will automatically be used in the date/time dropdowns in the test wizard.
• Default Domain is the default sending domain for your account.
• Default Email Rate Limit is how many emails per hour that will be sent out for the Immediate Test type. The minimum send rate is 10 emails per hour. There is not an upper limit to the sending rate; however, some firewalls will block phishing emails if you attempt to have too many sent over a short period of time. If you're concerned about phishing emails being blocked due to too many being sent out at once, then we recommend starting out with a relatively low sending rate - 300 per hour - and gradually increasing this as you run more tests and see that the emails are not being blocked.
• Testing Excluded IPs (deprecated) are IPs that will be excluded from reports and statistical data. As of December 2020, this feature has been replaced with the more robust IP Filters tab.
• Default WebHook is the URL of an external file that will be notified of target actions. To use the webhook, you will need a receiving script set up to process the data on your end. The system will send the data in JSON format.
• Group Import Type specifies how the system will handle imports when you attempt to import more targets than your account has available seats to hold. There are three options to choose from:
  • Stop and do not import - The import will fail entirely. No targets will be imported.
  • Import up to the available amount - Imports up to the available amount of seats and stops importing emails.
  • Import all and send a bill for the overage - Imports all the targets. If you go over your seat limit, then you will be billed for the excess.

Notifications

The Notifications tab lets you specify an account manager name and email address. You can also turn on/off usage notifications. The usage notifications will cause a "no usage email" to be sent to all Portal admins if no tests have been run in the past 90 days.

The Manager Email address will receive notification_test_started and notification_test_send_finished (these are sent out when you start a test and when the emails are finished sending for the test). Also, when a group sync using an integration (such as LDAP, Azure, or Litmos) completes, a integration_sync_finished email is sent to the Manager Email.

IP Filters

The IP Filters tab lets you choose to exclude certain IP addresses, IP ranges, and CIDR blocks from your test results.

• CIDR - this is the block notation for the specific IP address that is being excluded.
• IP Ranges - this is the range of IP addresses being excluded. If the entry is for only one IP address, then the range will list just a single IP.
• Service/Notes - this is where information about the service associated with the excluded IP/range/CIDR is listed.
• Actions - this is the number of actions in your account that are coming from the IPs in the entry.
• Type - "Account" if the IP/range/CIDR is being excluded on your account only; "Community" if the IP/range/CIDR is being excluded system-wide.
• Status - this column will be green if the entry is enabled, red if the entry is disabled ("enabled" means Portal is excluding the IP/range/CIDR from test results; "disabled" means it is not being excluded from test results).
• Actions - you can disable/enable the entry by click the button under Actions.

If you wish to add an IP address to the excluded list for your account, click the Create button. You will then be prompted to enter the type of filter you're creating (whether you're excluding singular IPs, an IP range, or a block of IP addresses). In the IP(s) entry box enter in all IP or range or CIDR in a comma separated list. You can enter a description of the entry you're creating as well in the Service/Notes section.

Templates

The Templates tab lets you set Default New Template Locale, Default New Template Domain, Default Custom Email Header Name, Default Custom Email Header Value, and a custom phishing disclaimer.

User Agent Filters

The User Agent Filters tab allows you to exclude actions coming from certain user agents.

• User Agent - the user agent that actions will not count if they come from.
• Service/Notes - information about the user agent.
• Actions - this is the number of actions in your account that are coming from the user agent entry.
• Type - "Account" if the user agent is being excluded on your account only; "Community" if the user agent is being excluded system-wide.
• Created - date the filter was created.
• Status - this column will be green if the entry is enabled, red if the entry is disabled ("enabled" means Portal is excluding the user agent from test results; "disabled" means it is not being excluded from test results).
• Actions - you can disable/enable the entry by click the button under Actions.

To create a user agent filter, simply click the Create button. A popup will appear which will let you enter the user agent and service notes.