Previous step: Overview and Prerequisites
The Phishing Tackle Dashboard
The dashboard is the main hub of the Phishing Tackle experience. It gives you an instant overview of your organisation's performance, with various metrics enabling you to make fast, calculated judgements on how best to direct attention and further training to better safeguard your organisation.
Below we will explore a brand new user dashboard, explaining all the functions available to you, and begin setting it up in the following steps.
- My Profile
- Change your name.
- Change password.
- Add 2FA.
- Help Button
- Access the extensive Phishing Tackle Knowledge Base (you are here!).
- Announcements
- Access all announcements about the platform.
- New announcements are indicated by a little pulsing number.
- Access all announcements about the platform.
- Chat to the Support Desk
- Can't find what you're looking for in the Knowledge Base? Need to go over something with a real human? Just want to chat?? No problem at all, just hit the button and one of our friendly support staff will be happy to help.
- Address Book
- Recipients
- Add and Manage Recipients.
- Import
- Import Recipients via CSV.
- Active Directory®
- See the status of Synchronised Recipients using Microsoft Active Directory®.
- Recipients
- Campaigns
- Create and manage simulated Phishing Campaigns.
- Templates
- Emails
- Add, clone and edit Email Templates for use within Phishing Campaigns.
- Landing Pages
- Add, clone and edit Landing Page Templates for use within Phishing Campaigns.
- Emails
- Policies
- Distribute and manage organisational policies to your users.
- Courses
- Create Training Courses tailored to your Recipients' performance.
- Media Library
- Access Phishing Tackle's extensive collection of educational material.
- Quiz Master
- Design bespoke Surveys and Quizzes for use in your Training Courses.
- Templates
- Emails
- Add, preview, clone and manage notification Email Templates for use in Training Courses.
- Emails
- Breaches
- View each data breach that has affected one or more of your recipients, with details of all compromised data.
- Recipient Breaches
- Displays recipients that have been subject to data breaches, and how many.
- Reports
- Generate and manage a variety of reports regarding your organisation.
- Tags
- Add, edit and manage Tags for use throughout the Phishing Tackle platform.
- Organisation
- Settings
- Manage your organisation's settings, including:
- Name
- Address
- Default Time Zone
- Logo
- Integration of the Phish Hook Button
- Microsoft Active Directory® Synchronisation and Azure Active Integration
- Breach Response
- Webhooks
- Manage your organisation's settings, including:
- Users
- Add, edit and manage additional admin users of the PhishingTackle platform.
- Security Roles
- Manage the security access of end-users.
- Domains
- Add and manage additional domains for use within the PhishingTackle platform.
- Exclusion Dates
- Create Exclusion Tags for use within Phishing Campaignsl
- Billing
- View Invoices/Receipts and Change Payment Infol
- Settings
We will now jump straight into getting you up and running from a fresh account within Phishing Tackle!