There are several ways you can add new learners.
Within the Security Awareness Training drop-down you will need to select "Manage Learners".
The most common ways users add their learners is manually or via an invite link.
Remember, you must also add yourself as a learner to receive the monthly awareness training!
Adding your Learners Manually
Once you have clicked on “Manage Learners” from the left side menu, click on “Add learners via CVS” to the right.
You can add your learners in manually by typing in their name and email address or copy/paste
from a CSV file. You can either add these learners individually or copy/paste a bulk set of learners (max 100 at a time) into the manual adding screen.
Please note that you must include one learner per line and following the formatting:
John Doe, john.doe@email.com
Once added, the learner will follow your defined outbound email notification settings and be enrolled to the training schedule and phishing simulations automatically.
Adding your Learners via Invite Link
Once you have clicked on “Manage Learners” from the left side menu, click on “Get Invitation Link” to the right.
The most common and recommended way for businesses to add learners is via the invitation
link. This will generate an invitation link that you can email to your staff to self-sign up.
When a user clicks the invitation link it will present them with the ability to create an account. Once signed up, the learner will follow your defined outbound email notification settings and be enrolled to the training schedule and phishing simulations automatically.