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.
Target Users — add users step 1.
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
Add New Group.
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.
CSV column mapping for target users.
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.
