Adding fields to your users allows you to do more targeted audience selection for training and phishing.
Adding Users Fields Manually
Navigating to User Management
If you aren't already at the home screen of the client portal, start by navigating to the home screen.
Once there, you have two options to navigate to the user panel to manually import users.
- Under the User Management tab on the home screen.
- Start by clicking on the User Management tab on the home screen.
- You will now see two options. (Sync Users with Azure and Manually Import Users) You want to click the second option, Manually Import Users.
- You will now be brought into the user panel.
- Start by clicking on the User Management tab on the home screen.
- Navigating through the Users page.
- Start by clicking on Users on the left-hand side menu.
- You will now be brought into the user panel
- Start by clicking on Users on the left-hand side menu.
Adding User Fields Manually
Once you reach the users management page, you will now see your user listed in the user list below. For the purpose of this article, we will be adding additional fields to Andrew Marsh.
Click on the Blue Pencil on the right-hand side of Andrew Marsh's row.
Once inside Andrew's profile, you will see all of his current user information.
You can add any information you'd like to the additional fields in this box. Let's go ahead and give Andrew a job title.
Once we've added the information we'd like to add, click Save.