End Users

Introduction

Users may not always have time to complete an awareness course immediately. While they can reschedule their training, you can also provide a login page that allows them to access their custom training links at any time without needing a new awareness email.

Through this login page, users can also view their lifetime statistics, risk level, and training diplomas from completed courses.

An end user is a recipient who has an End User Portal account.

All end users are recipients, but not all recipients are end users.

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Enabling End Users

The end user portal is enabled per-campaign in the Awareness Settings.

Go to Awareness Education > End Users and enable the checkbox:

End User Portal URL

The End User Portal is located in the /user directory of your server.

For example, if your server address is https://my.lucyserver.com, the portal login page will be available at https://my.lucyserver.com/user/.

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Creating End Users

Lucy automatically creates end-user profiles for recipients who receive awareness training within a campaign, as long as End User Profiles is enabled.

End users can also be created via import through Active Directory or LDAP.

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Portal Settings

User Profile Page Link

You can configure the portal URL on a per-campaign basis. However, it is recommended to use System Defaults and configure the URL in the End User Portal Settings instead.

• Lucy Support UI Domain – Uses the same domain as your admin portal.

• IP Address – Uses a raw IP address. Recommended for testing only.

• System Defaults – Uses the URL configured in End User Portal Settings.

Send Credentials Type

Choose how passwords are delivered to end users.

• Plain Text Password – Sends the password as a .txt attachment with the campaign email. Recommended for testing only.

• Password Reset Link – Includes a password reset link in the campaign email. If selected, the email must contain the variable %user-password-reset%.

• Login with SSO – Uses your SSO workflow to authenticate end users. If selected, the email must contain the variable %user-login-url%.

End User Direct Login

Enable this option to allow end users to log in directly by navigating to the End User Portal URL.

If you plan to disable campaign emails, this setting must be enabled first.

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Managing End Users

Existing end users can be managed from the End Users page.

Navigate to: Users → End Users

Administrators can open an end user’s portal page by selecting the user’s email address. From the portal view, administrators can also update the user’s information and reset their password through the User Settings page.