Add Users via CSV

Note: by using this method, you will be responsible for adding new employees and removing leavers to maintain accurate reporting.

Step 1.

Navigate to Company > Target Users on the left hand side menu. Click the "+New" blue button.

Step 2.

Select Add users manually to add target users one by one. Alternatively, select Import from file to upload a CSV or XLS(x) file.

Top Tip: Download a CSV template by clicking Import from file and selecting 'Download Example Sheet'.

Step 3.

Select Group: If you haven't added any users yet, you will need to create a new group. Some suggested User Groups our customers use:

• Test Group - for your cyber team to test phishing campaigns

• All Users - to easily send campaigns to all employees

• Department Specific e.g. Finance - to easily send targeted campaigns to specific departments

Step 4.

Field Mapping: Ensure the fields you are adding in are matched with the correct heading. For example, the user's first name matched with the heading, 'First Name'. Click Next once complete.

Step 5.

Import Users: Either pick the users you wish to add and click Import Selected, or click Import All to add all the users.

✅ You have now added your first Target Users. Now you need to ensure users are able to receive emails from Keepnet successfully ➡️