Here are the links you can use to access the Training Partner Console based on your geographical location. If you are unsure which portal link is appropriate, please refer to your email or contact our Support team.

A Partner Admin is an administrative user account that you, our partner, have designated that can access the Training Partner Console.

Partner Admins have access to perform admin tasks, including:

• Add New Organization
• View/Edit Organization
• Edit Packages
• Edit User Count (which impacts billing)
• Suspend/Deactivate Organizations
• Delete Organizations
• Log into and access Organizations (iLMS, PhishProof, StatZen)
• Create/Download Reports

To add an admin account:

1. Login to the Training Partner Console
2. In the top right, click your name, then select Manage Admins
3. Click +Add Partner Admin
4. Add First Name
5. Add Last Name
6. Add email address
7. Click Save

An email will be sent from notification@securityawarenesstraining.com to the email address for the designated admin confirming registration and including a link for password reset and a link to the partner console.

To manage an existing admin account:

1. In the top right, click your name, then select Manage Admins
2. You’ll notice a table of Partner Admins; under Actions, select one of the following options:
   • Send Welcome Email - this can double as a password reset option
   • Edit - gives you the ability to change name or email address
   • Delete - you will receive a prompt to confirm deletion

Partner Admins can add, edit, and delete organizations within your account.

To add a new organization:

1. Login to the Training Partner Console
2. Click Add Organization in the top part of the screen and fill in the following:
3. Organization Name <Name of your customer's organization>
4. First Name <First name of your customer's administrator>
5. Last Name <Last name of your customer's administrator>
6. Email ID <Email address of your customer's administrator>
7. Send onboarding email? (check or uncheck)
   • An onboarding email will be sent to the above-mentioned email ID
8. Active user count <Unlimited or specific #>
9. Click Save & Next
10. On the next page, choose the desired course packages
    • Click the checkbox next to the packages; to view which courses are included in the package, click the linked number
11. Click Save & Next
12. On the next page, choose which modules you’d like to turn on for the organization
    • Do you want to include PhishProof? On/Off
13. Click Save & Preview
14. You'll be presented with a summary of the details you've configured; from here, you can review and edit, click Back to make changes, click Cancel, or click Submit

After clicking OK, you'll be brought back to the Organizations list. Notice the Onboarding status and Actions column.

To manage organizations within the Partner console:

1. Login to the Training Partner Console
2. You'll see a table with a list of organizations that have already been created
   1. Slide the toggle above Actions in the top right to see only organizations currently being onboarded
3. Under Actions, there are two options:
   1. Login - This will bring you to the iLMS Dashboard for that organization
   2. Edit - This will bring you to the organization's details where you can make edits as needed:
      • Three dots next to the organization name allow you to suspend or delete the organization
        1. To suspend an account, select Suspend
        2. A confirmation dialog box will appear; click Suspend
        3. You will be brought back to the list of organizations, and there will be a Suspended note next to the name of the organization
        4. Clicking on the name of the organization will show the organization's details with this banner at the top with options to Reactivate or Delete the account
           1. To delete an account, select Delete
           2. A confirmation dialog box will appear; type CONFIRM, then click Delete
      • Organization details such as the active number of users
      • Selected packages
      • Modules enabled/disabled

For complete documentation on iLMS and the PhishProof module, visit Security Awareness Training Support.

1. Login to the Training Partner Console
2. Select Reports in the top navigation bar
3. There is currently one report - Active User Count - and you are presented with two options:
   • Schedule & Email
   • Get Quick Report

To get a quick report, click Request Report on the right side of the screen. It will email you a copy of the report. You'll also be taken to the Download Reports screen, where you'll see the report, the date the report was generated, and the status of the report.

To schedule a report to be emailed, slide the toggle next to Schedule & Email so that it turns green. Choose a date and time for the report to start sending, as well as frequency options such as Every Day, Every Week, and Every Month. Add the email addresses that you want to receive this report and click Save & Schedule.

Reports will be presented in .CSV file format.

If you have questions, please reach out to our Support team.