Adding a user to a client's organization

To add a user to a client's organization, follow these steps:

• Click Organizations on the left menu.

  

• Click the organization to which you'd like to add a user.

  

• Clicking and organization will take you to the selected organization's dashboard. Click Users in the upper menu.

  

• You can manage all the organization's users here. To add a new user, click + New User.

  

• Enter the required information for the user. In Account Type, you can choose whether the user is a Standard User or a Privileged User (with full credentials visible). You can also grant access BullPhish ID phishing simulations and training and awareness under BullPhish ID.

  

• Once you have filled in the information, click Save User in the bottom-right corner.

  

• After clicking Save User, a new window will appear, indicating that the user has been successfully created for the organization.

  

• To manage a user quickly, you can disable, delete, or delete them by selecting the appropriate option under Users section and clicking Execute.

  

• After clicking Execute, a pop-up window will prompt you to click Confirm to proceed.

  

• A brief message will then confirm that your action has been successful.