Usecure Security Awareness Training - Admin Basics

Usecure Security Awareness Training - Admin Basics

Customer Tenant Access

To go to a customer tenant, go to uService tab on top. Click Customers.

There are two button next to each customer:

Admin is for changing and viewing the customer's training and phishing configuration (for example, when training emails are sent out, or how the sync to Microsoft works, or to view reports.) 

Edit is for editing the customer's details and plan type.


Info
Under Edit>plan tab, you can switch over from the two-week trial to a full, paid tenant, 




Warning
When you are configuring or editing a customer's account, make sure you are in the customer's tenant and not in global settings and not in NFR settings!
 


Link to Training Portal for End Users - Helping Users Get Access


You can also send a user a link to the portal. To copy the link, first access the specific customer's tenant. (See instructions above.) Go to the Settings gear and click Settings. On the left, click End User Portal and click the button called "Copy to Clipboard." (Make sure End User Portal is toggled on.)

When sending the link to the user, use the following verbiage:

 
"You can use this link to access the training portal:

From here, you can request a "magic link" to log in. It may take a few minutes for the link to arrive in your mailbox."

If this doesn't work, make sure the option for users to log in with a magic link is enabled. 

Warning
Please note that end users do not have passwords for Usecure. The only way to log into the training portal is to receive a magic link through the customer-specific portal link. 



If users are in the portal already, they can access the training portal two ways:

1. On the top right of the course interface, next to the language drop-down 





2. On the course completion screen, below their score for the course:





Adding and Removing Users in a Client Tenant


When we set up a new customer in the training portal, we can designate a specific Google or Microsoft group from which to sync users to the training portal. If a given user is removed from that Google or Microsoft group, or is deleted altogether, they will stop syncing and will be removed from the training portal automatically.

Shared mailboxes are not synced to the training portal.

Bottom Line: If a mailbox is (1) removed from MS 365 or Google, (2) removed from the designated group from within the MS or Google portal, or (3) changed to a shared mailbox, the user will be deactivated in the training portal. As long as the customer keeps us up to date on who we're removing, we shouldn't have to manually add or remove users in usecure.

If the customer wants to keep a mailbox live as a full (not shared) mailbox after the user leaves, then we must remove the user from the designated Google or MS group so that the user will no longer sync over to the training portal. 

Weekly Reports to Customer

In the client's tenant., a user can be designated a manager of a group. We can then schedule weekly reports to go to that user under Settings>Weekly Report. Check the box for Send the report to Group Managers. 

To designate one or more users as a group manager, go to the Users tab, click on the the name of the group containing all the users and click the pencil icon. Under the Group Managers field, you can add users. You can also view the current group managers.  


Deactivated Users and Reports


We have set up customer defaults to exclude inactive users from the "Outstanding Courses" section of the weekly report. To include them for a given tenant,  navigate to Settings > Report Settings and toggle off the option "Remove inactive users from all reports." 


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