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Launch security awareness training and a phishing test

A task guide: the pages to use, in order.

Set up training groups, assign a course or bundle, run a phishing simulation, and track results.
The same steps are listed below, with links to each page's article.

Steps

  1. Create training groups. Refresh System Groups from M365 or Google
  2. Build a bundle (optional). Combine courses for a role
  3. Assign training. New Assignment with a due date
  4. Turn on auto-assignment. New staff get the default course
  5. Run a phishing simulation. New Campaign for a training group
  6. Staff report the test. Reporter credits users automatically
  7. Review results. Completion and scores by course or group

Articles for the pages in this guide

← All task guides