Admin guides
Admin guides
Cyber security involves using various methods and tools to protect your computer systems, networks, and devices from cyber threats like hacking, malware, and phishing. Its goal is to prevent unauthorised access, theft, alteration, or destruction of sensitive data. In today’s digital world, safeguarding everyday devices against cyber-attacks is essential to keeping your business safe.
For Security Awareness Training to be effective, all employees must be committed. Communication is critical to success. We encourage you to discuss with your employees why this training matters and how it will benefit them.
An email template is available on the platform to help you inform employees about upcoming learning modules and introduce continuous cybersecurity learning.
When you log into Clouduss, you’ll see SAT as one of the services available to you.
Clouduss provides the infrastructure and interface, while SAT delivers the training content and user engagement tools.
What is Clouduss?
What is Security Awareness Training (SAT)?
Steps you need to follow:
1. Welcome Email & Activation
2. Introductory Video
3. Accessing SAT
4. Navigating the Dashboard
Here are the key things to check off to ensure that you have the platform correctly set up for your employees to begin learning and protecting your organisation against cyber threats:
1. The platform is accessible on multiple devices, but initial setup is best done on a desktop or laptop.
2. Access the platform via the noreply@clouduss.com email
3. Add users either by bulk upload or manually.
4. Personalised and Bespoke learning journey only: Personalise your learning journey by adding your organisation’s logo and branded colours.
5. Create a learning journey with 12 courses and 12 phishing simulations per year from the available library, selecting a start date.
6. Communicate with employees using the provided email template about the monthly training modules.
When you log in you will be presented with the home page similar to below:
Use the navigation tab on the left side of the screen. Key tabs include:
| Your Courses | View and manage your outstanding and completed courses, these are shown on the homepage, and as a tab at the top to toggle between both |
| News feed | This page shows the latest news related to IT security from various trusted partners. |
| Users | This page provides all user management functionality including user permissions, manual user addition and deletion, automated user synchronisation and user auditing, this section has four areas of: : ‘User management’, ‘User sync’, ‘Additional data’ and ‘Logs’. |
| Settings | Configure and manage your account. |
| Accessibility | In the top right corner on the webpage is the option to switch the UI from light to dark mode. |
| Journey Builder | Create, view, and edit learning journeys |
| On Demand | Allows courses and simulations to be sent out to users immediately or scheduled alongside the planned learning journey |
| Content Packs | Allows the creation of content packs (a set of courses) which can be sent out to users. |
| Reports | Access dashboard and reports on user engagement |
| Feedback | Send suggestions to improve the platform |
| Help | You’ll be able to raise an incident with our service desk and navigate to BT Business Apps |
| Device Accessibility | If you’re working on a small screen, the left-hand menu will be collapsed by default. To expand or collapse the menu, click on the chevrons next to the logo in the top left corner. |
To get your organisation started with Security Awareness Training, we will focus on two core functionalities:
Setting Up Users: This involves creating and managing user accounts to ensure everyone in your organisation is included in the training program.
Simulation and Course Sending: This includes scheduling and sending out training simulations and courses to users, helping them stay informed and prepared.
These functionalities are essential to effectively launch and maintain your security awareness initiatives.
On your navigation menu on the 3rd tab it displays ‘users’
Admins can enable/disable accounts and delete users directly from the user table for efficient management.
To update the attributes displayed for users:
Additionally, you can filter users based on specific attributes:
Admins can perform several actions directly within the user table without opening each user's details:
Enable/Disable User Accounts:
Delete Users:
These options streamline user management, making it quick and efficient.
User Sync
Once connected and operating normally, the ‘User Sync’ tab will display a screen similar to the one shown below. Here, the admin can:
Once connected to Google or Microsoft and operating normally, the User Sync tab will display a screen similar to the one shown below. Here, the admin can:
By clicking the ‘View’ button, a user detail window will appear where the admin can manage individual user settings and attributes. This window is divided into four sections: User Settings, User Details, Active Journey, and Journey History.
User Settings
To access Simulations and courses, as an administrator you select the ‘On Demand’ option in the left-hand below.
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The Schedule tab allows you to create simulation sends by clicking the Simulation button, and course sends by clicking the Course button, using a simple step-by-step wizard described in the following sections.
It also displays upcoming sends in an easy-to-read table, with the option to cancel them if needed.
After clicking the ‘Simulation’ button, as an administrator you are taken to a simple four step wizard to create a scheduled send as shown below.
Simulations:
Single Stage: The user clicks on a link and is redirected to a landing page, indicating that this was not a real phishing attack.
Two Stage: The user clicks on a link and is redirected to enter their details into a fake domain. After entering their details, they are taken to a landing page, indicating that this was not a real phishing attack.
404: Similar to the single stage simulation, but instead of a landing page, the user is taken to a blank page displaying "404 – Block Page." This is useful if you prefer not to reveal that these emails are simulations.
Note: The availability of simulations in your library depends on the learning journey you choose.
After selecting the simulations and clicking the ‘Confirm Selection’ button, the admin can choose the recipients for the send. Recipients can be:
This flexibility ensures that the right users receive the appropriate simulations, enhancing the effectiveness of your security awareness training.
In this step, you can select when to send your simulations, with three flexible options available:
This flexibility enables you to tailor the timing to suit your organisation’s needs and maximise user engagement.
Note: Within the ‘Simulation’ tab, users on a Personalised or Bespoke learning journey have the option to create their own simulations.
Follow these steps to quickly set up and schedule a course send:
1. Click the ‘Course’ Button
This will launch a simple four-step journey builder designed to guide you through creating a scheduled course send, as shown in the image above. Follow the prompts on-screen, and refer to this guide for additional support if needed.
2. Select Courses
From the course library, choose one or more courses to include in your schedule. The available courses will depend on the learning journey assigned to your organisation.
3. Review Course Details
A table will display detailed information about each course, including an option to Preview the course content before making your selection.
4. Complete the Journey Builder
Continue through the remaining steps in the journey builder to finalise your course selection and schedule.
5. Confirm Course Selection
After choosing your courses, click the Confirm Selection button to proceed.
6. Choose Recipients
Select who will receive the courses:
All Users: Send to everyone in your organisation.
Specific Individuals: Select particular users.
User Attributes: Target recipients based on criteria such as department, role, or user group.
7. Select Timing Options
Choose when to send the courses:
Send Immediately: Dispatch the courses right away.
Schedule for a Future Date: Set a specific date and time for sending.
Spread in Batches: Distribute the sends over a range of dates. If the schedule spans more than one week, you can pause sends over weekends as needed.
These options provide flexibility to ensure your courses are delivered at the most convenient times for your organisation.
8. Course Schedule Completion
The final step presents a clear summary of all your selections and settings. Review this summary carefully to ensure everything is correct before finalizing the send.