There are several ways to add recipients to the Phishing Tackle platform. This article will explain the different methods that can be used. We recommend using one of our automatic synchronization methods to easily maintain your address book. Any changes made to recipients within the external directory will be synchronized to the platform.
- Manually create each recipient
- Importing Recipient from a Comma Separated Value (CSV)
- Azure Active Integration (Automatic synchronisation)
- Google Instant Sync (Automatic synchronisation)
- Microsoft On-Premise Active Directory Synchronisation (Automatic synchronisation)
Manually create each recipient
Recipients can be manually created within your account. This method is useful if you have a small number of recipients you would like to create or if you plan to create a test group to ensure that the emails you send are successfully received.
This process allows you to enter the recipient's first name, last name, and email address, as well as any tags within the platform that you would like to assign to the recipient.
Importing Recipients from a Comma Separated Value File (CSV)
A CSV file can be used to import small or large quantities of recipients into the Phishing Tackle platform. In the file, you can add further details such as any tags you would like to assign to your recipients, their department, and their manager's details. After uploading the file to the platform, the recipients are added to the address book.
Azure Active Integration (Automatic synchronisation)
Azure Active Integration synchronises directly from Azure into the Phishing Tackle platform. Once configured, information from your tenant will automatically synchronise every 15 minutes (by default) as recipients are added and removed from Microsoft 365, keeping information up-to-date. This eliminates the need to manually manage recipients within Phishing Tackle.
You will be able to synchronise information about the recipient, their manager, and department.
Google Instant Sync (Automatic synchronisation)
Google Instant Sync is our latest synchronisation tool, recommended for syncing from the Google directory. Using Google Instant Sync allows you to automatically synchronise recipients from your organisation to the platform.
You will be able to synchronise information about the recipient, their manager, and department.
Microsoft On-Premise Active Directory Synchronisation (Automatic synchronisation)
The Microsoft On-Premises Active Directory Synchronisation allows you to sync your organisation's recipients and group information to the platform.
After Active Directory Synchronisation is configured, recipients within your organisation's directory will be automatically added, updated, or archived based on information sent from Active Directory every 6 hours (by default).