Introduction To The Admin Account

With an admin account, you can manage your users, administer training, and access reports.

 

Introduction: User Roles

Users in the CyberPilot App can have the roles of "Admin" and "User."

• A "User" can only view and complete courses assigned to them
• An "Admin" can see and manage the entire account's users, training courses and campaigns, and reports. Admins can switch to the user view to see how the platform appears to their users and take courses themselves. 

You can alternate between the "Admin" and "User" view by clicking on your initial in the upper-right corner. Here you can select "Go to User" or "Go to Admin" to switch your view.

Admins within branches

If you assign a user with an “admin” role to a branch, they become a branch admin. This limits their access to data and users outside of that branch and its sub-branches. 

An admin in a branch can:  

• Access and manage all users placed in their branch and its sub-branches 
• Enroll courses and manage the awareness training for users within their branch and sub-branches 
• Manage the phishing training for users within their branch and sub-branches 
• See all phishing campaigns that the account has done, but they can only see phishing results for the users in their branch and any sub-branches. 
• NOT access the “groups” feature 

The main reason to have an admin in a branch is to limit the user data different admins have.  

For example, you could have branches for different company locations, with admins within each branch, and an admin at the account level. The admin at the account level has access to all users and branches, while the branch admins can only access the users and data within their branch.  

You can read more about branches and groups here.  

Admins within groups

If you assign a user with an “admin” role to a group, this has no effect on what the admin can do.  

Functions available to Admins

As an admin, you have access to a list of administrative functions, such as the creation/deletion of users, course enrolment, and reports on your users’ training activity. 

You can  manage these functions using the panel on the left of your screen that looks like this:

Dashboard

The "Dashboard" is where you can get a quick overview of your awareness and phishing training progress.

Trainings

Under "Trainings" you can click on:

• "Awareness"
  • Clicking on "Courses" allows you to see all the courses available to your account and their details. You can click into a specific course and manage who is enrolled to it.
  • Clicking on "Schedule" allows you to see your past and future course enrollments, and edit your upcoming enrollments.
  • You can read more about enrolling and scheduling courses here.
• "Phishing" - here you can see all of your past and upcoming phishing campaigns. You can click into a specific campaign to see detailed reporting.
  • You can read more about phishing training reports here.
• "Reports" 
  • Clicking on "Summary" gives you combined reporting for awareness training and phishing training by user.
  • Clicking on "Awareness" gives you an overview of awareness training course completions by user.

Settings

Under "Settings" you can click on:

• "Account" - here, you can manage your Azure AD and Single Sign-On settings
  • You can read more about setting up AD integration and single sign-on here.
• "Users" - here, you can create, edit, delete, and deactivate users
  • You can read more about user management here.
• "Branches" - here, you can sort your users by creating, editing, deactivating, and deleting branches
• "Groups" - here, you can sort your users by creating, editing, deactivating, and deleting groups