User Management

Jump to:

• Editing a user's email address
• Creating a new admin user
• Promoting an end-user to an admin user
• Promoting an admin user to Primary Admin
• Grant an admin user access to the Partner Portal

The first user to create an account on the Phishing Tackle platform is granted Primary Admin access. This means they (and only they) can manage users on the platform.

As a primary admin user, you may wish to add other users with admin level access. They will be able to access and manage all areas of the platform except adding/deleting users.

See the short guides below for managing administrative access to the platform.

Editing a user's email address

User's may require a change to the email address they use to access the platform. This is a very simple process:

1. Click "Organisation" > "Users" under "SETUP" 
2. Click the dropdown menu next to the user whose email needs changing and hit "Edit"
   
   
3. In the resulting dialogue box, make the necessary changes to the email address and hit SAVE
4. As noted in the blue box, the user will receive an email (to their original email address) confirming the change. Once they follow the confirmation link the changes will be made and the user can log in using the new details.

NOTE: The user's password, training and phishing history will be unchanged.

Creating a new admin user

1. Click "Organisation" > "Users" under "SETUP" 
2. Hit "ADD ADMIN USER"
   
   
3. Enter the user's name, email address and any relevant security tags and hit "SAVE"
   • NOTE; Admin users are created with the highest level of security access (below primary admin). Use security roles only if you want to reduce access to the platform for that user(I.e. add a security role with No Access/Read Only access to certain areas)
   • For more information on security roles, see this article

This will send an email to the new user with a link to create a new password. Once they have done this they'll have admin access to the platform.

If a user does not confirm their account (by creating a password) within 24 hours they will need a new invitation sent, to find out how to send a new invitation, see this article. 

Promoting an end-user to an admin user

1. Click "Organisation" > "Users" under "SETUP" 
2. Find the end-user you wish to upgrade
   • Hint, use the search bar highlighted on the top right to speed things up.
     
     
3. Click the drop-down menu next to the user's name, then hit "Promote to Admin"

This will give this user admin level access to the platform from the next time they log in.

Promoting an admin user to Primary Admin

1. Click "Organisation" > "Users" under "SETUP" 
2. Find the admin user you wish to upgrade
   • Hint, use the search bar highlighted on the top right to speed things up.

3. Click the drop-down menu next to the user's name, then hit "Make Primary Admin"

This user will now have the highest level of admin access.

Grant an admin user access to the Partner Portal

To grant a user access to the Partner Portal they must be an admin. Please follow the steps below to learn how to grant access.

1. Click "Organisation" > "Users" under "SETUP" 
2. Find the admin user you want to grant access to the Partner Portal.
   • Hint, use the search bar highlighted on the top right to speed things up.
     
3. Click the drop-down menu next to the user's name, then hit "Add Partner Portal Access"

If you require any further assistance, please contact our support team by clicking here.