Different User Roles

When adding employees to your Upfort account you have the option to assign them one of three roles:

Employee: An employee will have access to the employee portal only.  You will set the required protections as well as assign the trainings for them.

Internal Admin: An internal administrator can adjust protections, set up phishing simulations, add/remove employees, view reports and more. All administrators on an account have the same privileges.

External admin: An external administrator will receive an email to add employees to your team.  Note: This user will appear on your users list, but not be counted towards any of your report statistics nor receive phishing simulations if you set those up. To ensure this person is protected and part of the phishing simulations, re-assign them as either an employee or internal admin.