Admins can assign training courses to staff members, monitor their progress, and ensure timely completion. Follow the steps below to add staff, assign training courses, and configure notifications.

Step 1: Add Staff Emails

  1. Go to the Manage Staff section from the left-hand menu.
  2. Click the Add Staff Emails button in the top-right corner.
    • You can add staff members individually by entering their email addresses.
    • Alternatively, use the bulk CSV upload option to add multiple staff members at once.
  3. After adding, confirm that the new staff members appear in the staff list.

Step 2: Verify Staff in Training Section

  1. Navigate to the Training section from the left-hand menu.
  2. Ensure that the added staff members appear in the list.
    • This section shows each staff member’s training progress, scores, and completion percentages.
  3. Use this section to monitor their progress as they complete assigned courses.

Step 3: Login to the Staff Portal (For Staff Users)

After the successful addition of a staff account by the admin, the staff user can proceed to access their portal and begin their assigned tasks.

  1. Access the Staff Portal:

    • Navigate to the "Training" tab in the admin interface.
    • Click the "Open Staff Account" button located at the top-left corner of the page.
    • Once the admin adds your email, you will receive a registration link via email.
    • Open the email and click on the link to start the registration process.
    • Follow the instructions to create your staff portal account, including setting up a secure password.
    • After registering, log in to the staff portal using the credentials you just created.

  2. Complete the Initial Questionnaire:

    • Once inside the staff portal, staff users will be prompted to complete a questionnaire.
    • This questionnaire is designed to evaluate security awareness and establish a personalized action plan.

  3. View the Action List:

    • After completing the questionnaire, the system will generate a tailored Action List.
    • This list contains specific tasks that the staff user must complete to address security gaps and improve their overall account score.
      For more information about cyber security score and action list, please check out How can I improve my cyber security score?

  4. Work Through the Action List:

    • Staff should carefully complete all tasks in the Action List within the recommended time frame.
    • Each completed action will contribute to increasing their account score, which reflects their level of compliance and security preparedness.

Additional Notes:

  • Progress Monitoring: You can track training progress for each staff member in the Training section.
  • Accountability: Ensure staff members complete their assigned training within the designated time frame. Admins can monitor and intervene if needed.
  • Email Notifications: The notification email will guide staff on how to access and start their training modules.