Adding New Client

1. Open PII admin account.
2. Click on “Manage Clients”
3. Click “New Client” on upper right.
4. Enter company’s name 
5. Select the industry
6. Click “Create” to save.

Information

Client Information

1. After adding a new client. 
2. Recheck the Company Name and Industry.
3. Click SAVE

Client Logo

1. Expand the Client Logo section
2. If the client permits adding the logo then drag and drop into the area.
3. Then crop to size
4. SAVE

Self-Registration Codes

Notification

Configure Sending Times

1. Choose Time Zone
   1. Australia/Perth (GMT+8)
2. Send Between
   1. No change: Remains as 11am and 5pm
3. Click SAVE

Dark Web Monitoring Notifications

No changes required.

Employee Reminders

1. Expand Employee Reminders
2. Click on Configure on Annual Training
3. Set the values as per the screen shot, shown below
   1. Users will receive this reminder after being registered in the portal for this many days: 10
   2. Set Minimum acceptable score: 80
   3. Send follow up reminder after how many days: 45
   4. Set active time Frame: 
      1. Start: 02/01, ie 01 Feb
      2. End: 12/31, i.e. 31 Dec
   5. Tick “Use Custom Message”
4. After pasting the message text you need to perform the following steps.
   1. Click SAVE
   2. Click Test Message
   3. Check your email and ensure that
      1. Dynamic text has been correctly populated
      2. Spacing is correct between the paragraphs.
5. After all is correct click ENABLE
   1. If you are unable to click ENABLE click SAVE. 

Customize Message Subject

Annual Training Reminder

Customize Message body {note: remove the blank lines when pasted}

Dear {{first_name}},

We at {{client_name}} have partnered with Martarna to offer the annual training module, which aims to educate and inform you on various important topics, such as phishing, device security, personal identifiable information (PII), and ransomware, among others. This Cyber Security awareness training module is updated every January and is designed to be both educational and entertaining. 

We kindly remind you that this training module is still pending completion. We will continue sending reminders until the training has been successfully completed.

For your convenience, we have included the link below.

{{training_url}}

If you encounter any difficulties accessing the training module, please contact your designated company's Keeper representative or send an email to support@martarna.com.au.

Thank you for your attention to this matter.

Best regards,

Martarna Support

Automated Reports

No requirement to be set up.

Training Configuration

No changes required.

Products

No changes required.

Access

Training

Employees

1. Activate Manage Employees
2. Activate Manage Tags

Training Configuration

Dark Web

Phishing

CatchPhish Configuration

1. Activate Forward to MSP
2. Set Button Text to “Send to Service Provider”
3. Set Email addresses to receive email analysis (Separated by semicolon)* to be support@martarna.com.au
4. Click SAVE

User Management

Enable MFA/2FA

1. Click on MFA to activate.
2. Click to enable “Enable MFA for All Users”

New User

1. Leave this section to be completed after all other areas have been addressed. 
2. See section “Add New users/Employees”

Dark Web

No changes required.

Training Reports

No changes required. 

Phishing

No changes required.

Employee Assessments

No changes required.

Adding New Users/Employees

User Management

1. Now coming back to add users.
2. Click on User Management
3. Click on New User
4. Address the following
   1. Group Role: set as Employee or Manager. Depending on user. If in doubt set as Employee.
   2. Tag: not required
   3. First name & Last Name: Enter name as in Keeper or in FreshDesk
   4. Phone Number / Cell number: not required. Already stored in FreshDesk.
   5. Email: enter email as in Keeper or Freshdesk.
   6. Send welcome message: activate
   7. SAVE: Click button once all details entered.