When new staff commences employment in your organisation, 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. Choose the Add More Learners to manually add learners individually or upload a CSV file.
3. Select if you are entering the learner information manually or uploading a CSV file with a Company List.
3a) To add learners manually
Follow the instructions on the page:
Paste learners into the box above (1 per line) using comma-separated formatting.
For example: email@example.com,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 you have uploaded the CSV, 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.
Explore Phriendly Phishing's award-winning course catalogue here!