Target Users
The Target Users are those who receive e-mails that will be sent through the platform. This document explains how to add target users to the platform so that it can send training, phishing, campaigns, and other emails to them.
Managing Target Users
You can manage all target users from the Company > Target Users menu. You may create, remove, modify, and add target users to a group on this page.
The platform will notify the system user to validate the email domains after creating the target users on the platform. For more information, click here.
Methods for Adding Target Users
Adding Target Users via XLS(x) or CSV Files
You can easily add target users to the system by importing a list on an Excel file. To use this option, enter the Company > Target Users menu, click the "New" button, and click the "Import from a file" option.
To view a sample sheet, please click "DOWNLOAD EXAMPLE SHEET" on the target users page.
Fill in the required fields in the excel file as in the sample list to have it ready. Then click Upload File, choose the file on your system and click NEXT. Map Fields tab will require you to match the titles to the fields on the platform. When you complete matching the fields, click NEXT. Then either pick the users you wish to add and click IMPORT SELECTED, or click IMPORT ALL to add all the users.
First Name, Last Name and Email fields are required, and the other fields are optional.
Adding Target Users via API
Using the platform's APIs, target users may be effortlessly migrated. The API endpoints that are required are detailed below.
You need to create Rest API keys on the platform from here in order to use this API import option.
Use your own domain if you are using an on-premise version. e.g. https://api.PLATFORM_DOMAIN/docs/index.html
Instructions for adding target users using an API
POST /api/target-users
Go to the Swagger link.
Click the Authorize button on the top right side of the page.
Complete the authorization step with the Client ID and Client Secret key that you created on the platform.
Make sure that the api1 option is checked (✓) on the Scopes section.
Then use this endpoint to add a new target user to the platform.
The most up-to-date format of the body content that you need to use for requesting an API is available on the Swagger interface.
Searching for a user using API
POST /api/target-users/search
Go to the Swagger link.
Click the Authorize button on the top right side of the page.
Complete the authorization step with the Client ID and Client Secret key that you created on the platform.
Make sure that the api1 option is checked (✓) on the Scopes section.
Then use this endpoint to search for a target user on the platform.
The most up-to-date format of the body content that you need to use for requesting an API is available on the Swagger interface.
Editing Target Users using API
PUT /api/target-users/{resourceId}
Go to the Swagger link.
Click the Authorize button on the top right side of the page.
Complete the authorization step with the Client ID and Client Secret key that you created on the platform.
Make sure that the api1 option is checked (✓) on the Scopes section.
Then use this endpoint to edit a target user on the platform.
The most up-to-date format of the body content that you need to use for requesting an API is available on the Swagger interface.
Deleting Target Users using API
DELETE /api/target-users/{resourceId}
Go to the Swagger link.
Click the Authorize button on the top right side of the page.
Complete the authorization step with the Client ID and Client Secret key that you created on the platform.
Make sure that the api1 option is checked (✓) on the Scopes section.
Then use this endpoint to delete a target user on the platform.
The most up-to-date format of the body content that you need to use for requesting an API is available on the Swagger interface.
Adding Target Users Manually
From the left menu, select Company > Target Users. Then, click New and click "Add users manually" on the new page. Fill out the required boxes in the "Add New User" window to add a new target user to the system.
| Field | Description |
|---|---|
First name | Specify the first name information of the target user. |
Last name | Specify the last name information of the target user. |
Specify the email information of the target user. | |
Phone Number | You may add target user's phone number. |
Department | Specify the department information of the target user. |
Target Groups | Add the new user to the target group(s). |
Proritiy | Specify the priority information of the target user. If the priority is high, the user will get the email first. |
Active | Disable the target user on the platform. Disabled users won't receive training or simulation emails. |
Adding Target Users to Groups
You may create new groups by clicking the New button on the Company > Target Users > Group menu.
To add target users to a group, click ⁞ icon under the Action column and click Add users to the group. Select the users you want to add to a group and click “Add Selected Users” to complete the process.
Deleting Target Users
To delete target users on the platform, go to the Company > Target Users > People menu and select the user(s) that you want to remove. Click ⁞ icon under the Action column and click “Delete” to complete the process.
Deleting Groups
To delete target user groups on the platform, go to the Company > Target Users > Group menu and select the group(s) that you want to remove. Click ⁞ icon under the Action column and click “Delete” to complete the process.
Deleting a target user group will not delete the users defined in the group. It will only delete the group.
Video Tutorial
The Target Users are those who receive e-mails that will be sent through the platform. This video tutorial explains how to add target users to the platform so that it can send training, phishing, campaigns, and other emails to them.
FAQ
Q: Is it possible to add a target user with any domain name?
A: You can only add e-mail addresses with authorized domains. Contact your Account Manager or Support Team if you wish to add users with a different domain address.
Q: Would the remaining license count increase when a target user is deleted?
A: No, when a target user is added, your remaining license is reduced appropriately, but your license is not increased when the target user is deleted.
Q: What will happen when the license count is exceeded?
A: The system will warn the admin when add a new user although the license count is exceeded. If the admin goes further and adds new users, each unique user will be charged. Please contact the support team for the additional license.
Q: What will happen when the license date is expired?
A: All data will stay remain but the admin will not be able to login into the platform. Please contact the support team to renew the license.
Q: Can I add a custom column under the "People" page in Target Users?
A: Yes, go to Company > Target Users > People and click the Settings button to open table settings. After that, click the EDIT FIELDS button to create or manage any custom fields.
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