To help you manage the tasks related to customers, campaigns and reports, you can select various icons located in the Actions column. For example, if you want to edit or delete a customer group, go to Customer Groups, and select either the Edit SFT-Edit-New.jpg or Delete SFT-Delete-New.jpg icon for that customer group:

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The table below explains the functions of all the icons:

Icon

Description

Edit

SFT-Edit-New.jpg

If you want to modify the details of current customers or customer groups, select this icon. The editable fields are:

  • Customers: Company Name and Max Seats (this is the Purchased User Count). You also have the option of resending the Welcome Email.

  • Customer Groups: Group Name, Description, and Add customer(s).

  • Phishing Campaigns: Campaign Name and Description.

  • Campaign Reports: Name, Add recipients (Send To), Frequency, and Format.

Delete

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The Delete function is available for Customers, Customer Groups, Phishing Campaigns, and Campaign Reports.

Customer Portal Login

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Available in your current list of customers, the Customer Portal Login icon lets you log in as one of your customers.

Details

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You can select this icon in the Phishing and Training Campaign sections and the Campaign Reports section to display more details.