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LUCY MANUAL Applies to LUCY versions above 4.7

end_user_e-learning_portal

End User e-learning portal

Users might not have time to finish an awareness course right away. They have the ability to re-schedule the training (see this WIKI). But you have also the ability to create a login page for your end users where they can login and access their custom training links at any time, without the need to re-send an awareness mail.

Where to enable the e-learning end user portal?

The portal can be enabled under "Base Settings" within the campaign page:

How does the portal look for the end user?

The end-user view can be controlled by placing different widgets inside the portal:

7tgasf.jpg

Here is an example portal view from an end-user perspective:

How are the awareness users created?

LUCY automatically creates the end-user login profiles for each user, that is marked to receive awareness training within a campaign (phishing or awareness only campaign).

Automatically through the Autoupdate LDAP users feature > Import Enduser role users from AD group. Find more here.

Manually through the import from LDAP (LDAP Update Preferences > Imported User default role). Find more here.

Where can a user login to e-learning portal?

The login is always created under the directory /user/ on your server. So if your server address is https://my.lucyserver.com, the end-user e-learning portal login will be under https://my.lucyserver.com/user/

How are the login credentials submitted to the user?

With the first training email sent out, the user will receive a text attachment (in case the end-user training portal is enabled) that contains the link to the training portal and a password

What can the user do on the e-learning end user portal page?

After the login, the user can:

  • change his password
  • view his training history
  • view his training score
  • compare his score with others
  • create training certificates
  • access his reputation profile
  • access the custom training link (the training name is highlighted and can be accessed via browser)

enduser2.jpg

How to use the portal without sending emails to the recipients?

You can customize log in end-users directly from the global awareness website page and this is possible using "Direct Login":

A prerequisite for direct login is the import of end-users through LDAP, you can read more about it here.

Also in the basic settings of the template, the checkbox "Do not send emails" should be selected so that the email will not be sent to the end-users added in the campaign.

How to resend\recreate login credentials when enduser has lost the initial email?

The login credentials for accessing the EndUser portal are created and sent in an awareness message. There is no way to send such data again to an existing user however, there are several alternatives:

  • The user password can be reset through the end-user portal:

  • Change the user password in the Lucy Admin console:

Navigate to the Settings menu > End Users > find the user you need to reset the password > click on the user email address to open the end-user profile page:

On the enduser profile page click "Change User Details" button:

Click "Change Password" and type in a new password for the user, then click "Save":

  • Delete existing end-user account and resend awareness message. In this case, Lucy automatically recreates the end-user account and inserts login credentials into the awareness message:

:!: Deleting an end-user account will not impact its statistics. This account only gives access to the end-user portal.

The checkbox "Send password to the enduser" works as follows:

  • If the checkbox is set the new password will be sent to the enduser every time the campaign starts
  • If the checkbox is disabled the password will be sent to the enduser only once.

There is an option in the campaign settings that allows you to send a reset link instead of a plain text password for Endusers independently of the campaign type.

In order to perform a password reset one should use awareness emails variables:

  • %user-profile-link% - Link to the End User Portal
  • %user-password-reset% - Password reset link

End-users can either receive their credentials in plain text or set it via the link:

By default, when the campaign is started, Endusers receive an email with a .txt file attached containing the link to the End User Portal and End User password (users log in with the email).

However, the user can also simply receive a password reset link and set the password by themselves. Please make sure to mention the password reset link in the awareness email template in case the password is not sent as an attachment.

Both methods from above are meant to be used in combination with a customizable awareness email template within the scenario. So please feel free to adjust it to the current campaign structure.

end_user_e-learning_portal.txt · Last modified: 2021/03/15 18:08 by lucy