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Setup & Configuration

Guides for configuring Boxphish within your organisation. Covers integrations, email delivery, security settings, and platform configuration required before launch.

Neil Davies Jacob Flinders Meg Bird
16 articles by 3 authors
7 articles

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Single Sign On Config M365

To approve app permissions you will need either 'Privileged Role Administrator' or adding to admin consent requests in 'identity' within 365 Admin. This guide will take you through the set up of Sing…

How to set up Google Sync

Below is a short guide on how to run Google Sync on your Boxphish tenancy. Before starting your Google Sync, it is advised that you create a separate OU within your Google environment. Navigate to th…

Setting Up Microsoft User Sync

Below is a short guide on how to set up the Microsoft User sync so that your active directory is linked to your Boxphish tenancy list. Before starting your Microsoft User Sync, it is advised that you…

Adding Users via CSV

Below is a short guide on how to upload users to your tenancy using a CSV. Also included is a brief summary of adding a single user manually. Navigate to the Boxphish portal on your admin account as…

Microsoft Teams app installation

This guide walks you through installing the Boxphish app in your Microsoft Teams tenant and making it available to all users via the global setup policy. You must be a Microsoft Teams Administrator t…

Managing your User Sync

Below is a short guide on how to manage your User Sync groups, once already configured via: Deleting an Existing Group. Replacing an Existing Group. Deleting an Existing Synced group: If you would li…

Single Sign-On from the Okta Dashboard

Boxphish SSO Setup Guide (Okta Dashboard). Okta has been integrated with Boxphish via OIDC flow. The login is initiated by clicking on the Okta tile within the customer’s Okta dashboard. Once the log…

De-Duplication of Courses and Simulations

De-Duplication Settings can provide ability to supress simulation and course assignment if users have already received, negating duplications caused by: multi-group function, auto-course assignment a…

How do Batches work?

What is 'batching'? Batching spreads a simulation or course send over a set period of time, so users don’t all receive the email at once. This feature is primarily utilised when sending simulations.…

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