Summary ReportsOur v.3.13.0 fixes a bunch of bugs in the app and adds new functionalities to improve the user experience of our customers.


Updates on Phishing Templates

Your phishing simulation templates now have a new style from the MSP and Single companies side. We have done a UI refresh on the phishing templates list but we have also included more information and new functionalities to them. So let's see what those updates are:


By navigating to your templates list both the MSP or Single company portal, your phishing templates will now include the following elements/updates:

  • Template Creation Date
  • Template Last Update
  • Ability to sort templates by creation date from the oldest to the newest ones.
  • A little tag called "New" has been added next to the template name to help you identify when a phishing template has been recently added to the list.
  • An email thumbnail image has been added to the templates' list to see a preview of how the template looks before opening it. 
  • Landing thumbnail image will appear when hovering the email thumbnail image.


Inviting Admins to Multiple Companies

Before this release our admin invitations were restricted, so MSP admins had the ability to invite the same admin only to 1 child company at a time. So after some research and some requests from customers we decided to add the ability for MSP Owners to invite admins to multiple child companies without restrictions. 


Apart from inviting new admins to multiple companies we also added the ability to invite existing admins to multiple companies which was not possible from the MSP portal. 


The invitation process ir nearly the same, so Owners will need to click on the "Invite Admin" button and it will display a form with 2 sections:

  • First section to choose if you want to invite a new or existing admin.
  • Second section to select which company(s) you want ton invite that admin to.

Note: You could choose different roles per each company. And you can manage your admins' invitations from the "Pending Invitations" tab.


Summary Report Frequencies

Now Summary Reports can be generated from two different frequency options: 

  • Weekly Summaries (It generates reports every Monday).
  • Monthly Summaries (It generates reports every 1st of month).

The Summary Report frequency can be modified on the settings of a specific company by navigating to the "Summary Reports" section and clicking on the "Edit Frequency" button. You can also modify the summary reports frequency at the MSP level by navigating to the MSP settings and choosing the frequency you want to apply to all your companies. 


Note: remember that summary report is an email that is automatically sent to the admins of a company, however you can also include non-admin recipients on the Recurring List.


Fixes & Improvements

  • Your uncompleted training assignments will no longer be shown with reminder dates as 01/01/0001.
  • The landing pages of some phishing templates have been updated and some of them fixed.
  • Option to send reminders has been removed from completed training assignments.
  • Error 500 fixed when clicking on any category from the phishing templates' list.