Manually Importing Users or Learners into Phriendly Phishing

Joane Bonghanoy
Updated

This article details the steps as a Phriendly Phishing Administrator on how to import users by uploading a CSV file or manually entering staff / employee details in your organisation to the platform. 

 Important

  1. Click here to download the CSV template.
  2. This function is applicable if the zone has User Synchronisation disabled as any changes to the platform may be reversed once it has synchronised.

How to add Learners via Add More Learners button

 Things to Note

  1. If there are learners already in the list, it will add new learners and does not delete the existing learners.
  2. Below image, explains that A and B are existing learners in the platform, C is a new learner            added to the system. Total learners in the system will now be A, B and C.

  1. Under manual.png tab, click the Add/Manage Learners button top right of your screen. 

  2. Click Add More Learners

    manual1.png

  3. There are 2 radio buttons to choose from, Admins can either Import from CSV file or Add learner manually. manual6.png

3.a Import from CSV file

                manual2.png

       Select Column Order and click Next.

manual3.png

       Quick Preview, if  you're happy with the data, click Finish.

manual5.png

  3.b Add learner manually

manual7.png

       Select Column Order and click Next.   

manual8.png

                 Quick Preview, if  you're happy with the data, click Finish.

manual9.png 

How to add Learners via Enter Company List button

  Things to Note

  1. This option adds new learners to the system and gives an option to delete all existing learners.
  2. If there are existing learners already in the platform, it gives an option to select/deselect the learners you want to keep and permanently delete. Please be mindful as selected learners will be removed permanently from the system.

  3. Below image explains that A and B are existing learners. B, C and D are new learners and selecting only A and B to be removed then total learners will be only B, C and D.

  1. Under manual.png tab, click the Add/Manage Learners button top right of your screen. 

  2. Click Enter Company List

    manual10.png

  3. There are 2 radio buttons to choose from, Admins can either Import from CSV file or Add learner manually. manual6.png

3.a Import from CSV file   

      manual14.png

       Select Column Order and click Next.

manual3.png

       Quick Preview, if  you're happy with the data, click Next.

manual15.png

  3.b Add learner manually

manual7.png

       Select Column Order and click Next.   

manual8.png

                 Quick Preview, if  you're happy with the data, click Next.

manual15.png

The learners have now been added to your Phriendly Phishing account.  Learn how to schedule their learning paths. 

 

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