Differences

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--- client_setup [2018/11/13 15:11] – lucy
+++ client_setup [2021/09/07 12:30] (current) – [Branches] lucysecurity
@@ Line 1: / Line 1: @@
 ===== Create a Client =====
-Create a client or choose the built in client (a client can be your own organization or the company who asked you to perform a phishing test).
+Create a client or choose the built-in client (a client can be your own organization or the company who asked you to perform a phishing test).
 {{ 16.jpg?direct&600 }}
-New clients can be created under "clients". In LUCY v. 2.5 and higher this is created under settings/clients.\\
+New clients can be created under "clients". In LUCY web interface this is created under settings/clients.\\
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@@ Line 14: / Line 14: @@
 **Restricted dashboard access:** you can use the clients to create [[user_management|view only accounts]] which are associated with those clients.
-**Client specific reports**: view all client related reports
+**Client-specific reports**: view all client-related reports
-{{ client-reports.png?600 }}
+{{:client-reports.png?600|}}
-**Client specific campaigns**: view all client related campaigns
+**Client-specific campaigns**: view all client-related campaigns
-{{ client-campaigns.png?600 }}
+{{:client-campaigns.png?600|}}
+===== Branches =====
+In order to manage client-related Administrative Users, recipient groups and campaigns **Branches** functionality is introduced in Lucy starting from the 4.8 version. Branches can be created for a client under **Branches** and may represent practically anything - from a tier of management to physical locations, to languages, to organization divisions, to openly defined security levels. Branches are used to divide access to campaigns, custom templates and recipient groups between Lucy Users related to different clients. Campaigns, templates and groups related to a certain branch of a certain client will be seen only by the User associated with the same branch of the same client.
+**How to use branches**
+Every client can have multiple branches which are defined inside the client record in the **Branches** tab. Simply type in the name of the new branch into the accordant fields and click **Create**.
+{{ create_branch.png?600 }}
+Any piece of confidential data stored in Lucy can be associated with Branches: recipient groups, campaigns, templates and reports. Also,
+For example, proceed under **Settings -> Recipients** and access any recipient group. On the **Edit Group** tab choose **Client** and **Branch** in accordant drop-downs. Hit **Save**.
+{{ recipients_branch.png?600 }}
+Now the recipient group is associated with the branch chosen and will be only available to Users from the same branch.
+In order to associate a template with a client, choose the template under **Settings -> Templates**  and click **Edit**. Then choose **Client** and **Branch** in accordant drop-downs. Hit **Save**.
+{{:template_branch.png?600|}}
+Finally, in order to make use of the Branches, an Administrative User should be created under **Settings -> Administrative Users -> +New User**. Fill in the details and choose **User** from the **Role** drop-down and choose **Client** and **Branch** in accordant drop-downs. Hit **Save**.
+{{:user_branch.png?550|}}
+Now that User will see only data associated with attributed branches and campaigns created by this User will be automatically associated with one of the branches available for him/her.