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 Gmail.
- Connect to your Google Account by clicking the link in Step 1.
- Once connected, you'll be directed to your Google Workspace. Click on "Add New" at the top of the screen and paste in the Client ID and OAuth Scopes.
- Click "Authorize".
- Once the configuration is saved, a success message will appear at the bottom of the screen.
- Head back to your Upfort Admin Portal and click on "Validate".
- You'll see a loading screen when validating.
- Once verified, you'll receive an email to confirm.
- 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 simulation performance, meaning you can quickly identify any users who need to improve their cyber awareness.