The platform needs minimal upkeep, but occasionally you will need to update data or change
existing settings.
Active Directory
Users sync daily. Anybody added to the synced group is added automatically. Nothing to do.
CSV
Add users either by importing a new file, or with the Add person button under Manage
your data.
Running the wizard again is much faster than it was the first time, because of the historical
mapping of your data.
Tags for new users need to be mapped as well. If a new user has the same information as an
existing one, we map the correct tags automatically. If they bring a data point that has
not been imported before, such as a new function title, that needs mapping manually.
Insufficient data
After uploading targets, whether by AD or CSV, check the Manage your data tab.
Targets with insufficient data are flagged with a red exclamation mark. This means the
target is missing one of the required fields, Country or Language, and therefore cannot
receive phishing emails at all.
Hover over the icon to see which field is missing. Scrolling to the right, the required
fields turn orange.
Worth checking after every import. A user missing a Language tag is silently absent from
your campaign, which quietly skews your results.
