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Product Features & Guides

Step-by-step guides explaining how to use Boxphish features day-to-day. This section focuses on “how do I do X?” across the platform.

Nick Bates Meg Bird Neil Davies
34 articles by 3 authors
5 articles

Dashboard
6 articles

Phishing Simulations
8 articles

Reporting

Understand platform metrics, dashboards, and reports to track engagement, risk, and performance across your organisation.
4 articles

Branding

Customise portal and features.
2 articles

Content packs

Content Packs allow you to group multiple courses into a single assignment. They are used to deliver structured training to users at scale, without needing to assign each course individually. Content Packs can be targeted using metadata such as Group, Location, Department, City, Country, Company, and State, ensuring the right users automatically receive the right training based on how they are configured in the platform.

Automatic Course Assignment

When enabled, Automatic Course Assignment will send a course in response to the user clicking a simulation sent to them. Shown in the flow below: Simulations have been paired with the relevant course…

Course Reminders

Course reminders are available to all Tenancies receiving and taking courses within the Portal. Reminder Options. There are two options available for sending reminders: First assignment. Choose the a…

Hierarchical Tenancy Management

Hierarchical access structure for managing tenancies: Host Tenancies : These parent accounts have oversight access to all tenancies in their own branch of the hierarchy. A host can access any descend…

Logs

Logs let you investigate what is happening in your tenancy. Use them to confirm an email was delivered, find out why a user didn't get a reminder, check who deleted an account, or pull a delivery rec…

Journey Builder

Journey Builder allows administrators to create structured cybersecurity awareness campaigns using training modules, phishing simulations, or a combination of both. Journeys are delivered automatical…

Upload your own course

This feature is currently available to Enhanced customers on a BETA sign-up programme. This feature allows administrators to upload their own SCORM or xAPI-based training content as a course inside B…

Reporting Access Level

This short guide will take you through how to change a user's reporting permissions. Reporting Level List. Tenancy Admin - This user can see all Tenancy Reporting and access the Tenancy admin tools.…

Multi-factor authentication for Email

Enabling for users. Go to Settings From the left menu, click Settings. Open the General Tab In the Settings screen, make sure you’re on the General tab. Find the Security Section Scroll down to the S…

Microsoft Teams app

The Microsoft Teams app allows you to complete your security awareness training directly inside Microsoft Teams. You’ll receive course notifications and reminders in Teams and can launch and complete…

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