Setting up the phishing simulations is well worth the few moments it will take to set up to help your team be better prepared for attacks that may come their way.
To begin the process, navigate to your Phishing Sims tab in your Administrator portal and click Set Up Phishing Sims.
Select Microsoft 365.
Click on Microsoft Account. A new window will open, prompting you to choose your administrator account. This pop-up will also include the permissions Upfort needs to run Phishing Simulations.
Once the permissions are accepted, click on Validate.
We will verify the setup has been completed as needed. Leave the page open as this process happens.
To complete the setup, select the frequency that you want to receive the simulations as well as any additional actions your inbox or third party security tools may take.
Once you have set up your simulations you can adjust their frequency as well we which templates you want us to send. Want to pause them for a bit? Just toggle them off! As you have already set up the simulations with your mail provider, you will not need to do this when you want to turn them back on.
You can also see a breakdown of your team's recent phishing simulations performance, meaning you can quickly identify any users who need to improve their cyber awareness.