Manually Add Learners to the Platform

This article details the steps as a Phriendly Phishing Administrators on how to manually add new staff / employees in your organisation to the platform. We want to ensure they are added to the Phriendly Phishing platform and scheduled into learning paths as soon as possible. 

Please note: This function should only be used if the zone has User Synchronisation disabled as any changes to the portal may be reversed once the platform has synchronised.

How to add learners

1.   Under the Learners tab, click the Add/Manage Learners button in the top right.

2.   There are two different options how you can Add Learners.

• Option 1: Add More Learners

              This option adds new learners to the platform. Note: If there are learners already in the list, it will                add new learners and does not delete the existing learners

              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.

• Option 2: Enter Company List

         This option adds new learners to the system and gives an option to delete all existing learners.

         Note: If there are exisiting 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.

        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.

3.  Select if you are entering the learner information manually or uploading a CSV file with a Company List.

      3a) To add learners manually.

            Paste learners into the box above (1 per line) using comma-separated formatting. For example:                  bob.brown@demonstration.company,Bob,Brown

            Once uploaded, review the learners and click finish. 

    3b) Upload via CSV 

          Create an excel spreadsheet with four columns titled: | Email Address | First name | Last name |                    Segment. Note: We recommend using department or location. 

          Once CSV file is uploaded, review the learner list and select then finish.

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

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