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Main Menu

Updated

The Main Menu serves as your navigation to various pages on the Portal Site. 

Main menu for user navigation

Click from the following to jump to your desired section:

 

Dashboard

Clicking this will return you to the Dashboard. For more information regarding this page, see our Dashboard article. 

 

Security Inbox

Note that Security Inbox only appears for those with an Enterprise License. 

Clicking this will take you to the Security Inbox page. For more information regarding this page, see our Security Inbox article. 

 

Tests / Campaigns

  • Manage Target Domains - Manage your simulated phishing target domains.
  • Manage Tests - View and manage all of your tests. 
  • Manage Campaigns - Presents all of the campaigns that have been configured in your account. You can edit, configure, and view campaigns from this page.
  • Create Campaign - Will open the Campaign Wizard where you will configure simulated phishing campaigns.
  • Create Quick Campaign - Will open the Quick Campaign Wizard.

 

Targets / Groups

  • Manage Targets - View and manage all of your phishing targets (users). Here, you can add targets manually, or from third-party integrations (e.g., Entra ID, Google Workspace, Okta, etc.), or import from a CSV file.
  • Manage Groups - View and manage all of your phishing groups. 
  • Create Group - Create or edit a new group and define custom fields. 
  • Dark Web Monitoring - Contains breach entries for targets. 

 

School

  • Manage Content - View and manage all of your courses/programs.
  • Create Content - Create your own custom training courses/programs.
  • Manage Students - A table that displays a list of individual students and data related to their course activity. Here, you can also reset training passwords and deactivate enrollees. 
  • Manage Enrollments - View how many targets are currently enrolled in a course/program, resend course enrollment emails, send reminder emails, and delete enrollments. 
  • Create Enrollments - Manually enroll groups or specific targets into courses/programs. 
  • Integration Enrollments - View enrollments that were created via an integration. 
  • Integration Courses - View courses that are added to the Portal via an integration. 
  • Certificates

  • Library: Courses - Browse and add pre-built courses to your account.

     

Templates 

  • Manage Templates - View, manage, and customize all the templates that you have created or added from the Template Library. 
  • Create Template - Create a new template for phishing or training. 
  • Template Domains - View information related to community and account domains. 

  • Library: Templates - Browse, customize, and copy our system templates to your account. Whenever templates from the Template Library are copied, they will be available on the Manage Templates page where they can be edited. 

     

Reports 

Reseller 

Note that Reseller only appears for those who have signed a reseller agreement. 

  • Manage Accounts - Display all of the sub-accounts associated with your reseller account. Here, you can log into, edit, extend trials of, add domains to, edit subscriptions of, edit content package subscriptions of, and delete your sub-accounts. 
  • Create Account - Create sub-accounts for your clients. 
  • Jump Into Account - Quickly jump/log into a sub-account. 
  • Tools
    • Insights - View account, campaign, email, and template metrics for all sub-accounts.
    • Template Transfer Tool - Quickly transfer templates from one account to another. 
    • Resources & Marketing - Customize available marketing materials.
    • Integration Enrollments - Displays all enrollments created via LMS integration (e.g., Litmos). 
  • Billing
    • Upcoming Bill (Estimate) - Information containing an estimated invoice based on current Stripe subscription and use. 
  • Settings 

Administration 

  • Account Information - Configure account information such as organization information, subscription details, etc. 
  • Integration Store - Contains a list of and configuration options for a variety of third-party integrations. 
  • Manage Portal Users - View and manage system administrators and users who have Portal access. 
  • Manage System Emails - View, edit, and preview the various system emails. 
  • Logs
    • System Email Logs - View system email logs with options to preview and resend them. 
    • User Login Logs - View login logs of Portal users. 
    • School Enrollment Logs - View and download CSV files of school enrollment logs. 
  • Settings 
    • Account Settings - Edit and configure General, Notification, Password, SSO, MFA, Webhook, AI, and Departments settings. 
    • Account Events - Create, edit, and delete account events. 
    • Branding Settings - Edit General, Portal, School, and Library branding options. 
    • Risk Score Settings - Configure Risk Score, Exposure, and Finding Rules settings. 
    • Reporting Settings - Contains General reporting settings along with setting configuration for Microsoft (KillPhish) and Gmail (KillPhish Lite) reporting. 
    • Mail Settings - Configure custom SMTP for system and phishing emails, Security Inboxes, Reply Inboxes, Custom Microsoft Entra ID App, Direct Delivery settings, along with Mail Purge instances. 
    • Phishing Settings - Configure General settings, IP Filters, Verified IPs, Templates, and User Agent Filters. 
    • School Settings - Configure General, Enrollment, Email Reminders, Certificates, Passwords, and SSO settings. 
    • Reseller Settings - Contains tabs relating to defaults upon sub-account creation, mail settings, and group import type settings. 
  • API
    • Documentation - Provides information containing our supported APIs by category and provides a definition, response, and example for each.

    • Token - Generate a token to use our APIs. 

       

Resources 

  • User Guide - Takes you to the user guide. Topics, by category, are listed on the left-hand side. 
  • Need Help? - Takes you to a page containing a link to the User Guide, buttons to submit tickets to and view existing tickets to our support, button to initiate an online chat, a join button to follow our outage notification list, and contact information for our support team and sales team. 
  • System Status - Takes you to a page detailing our system status, including announcements, uptime history, and a percentage reflecting our 7 day uptime. 

 

Sign Out 

Clicking this logs you out of the Portal. 

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