Organisation Settings

Organisation Settings Guide

In this article, we explain the process of adding organisation fields such as Departments, Divisions and Locations. The admin has also the ability to setup custom fields which can be text boxes or dropdown boxes. By adding such organisation fields you may then specify on Recipients to which Department they belong, which Division and to what Location. Such fields are also available on Phishing Reports to filter out reports based on Location, Department, Division and based on the values of the Custom Fields.

  1. From the main menu navigate to Organisation Settings.

  1. On the Organisation Settings page you can create Departments, Divisions, Locations and Custom Fields.

  1. The above screenshot shows some Departments that have already been created. To create a new Department, click on the button named New Department and complete the Department name and Description. The Description field is optional.

  1. Click the Save button to create the Department or the Close button to cancel the operation. You can follow the same steps to create Divisions and Locations.

  2. You can also create Custom Fields which can be either a text box or a dropdown box.

  1. Once the Custom Field has been defined, click the Save button to create it, or the Close button to cancel the operation.

Last updated