Set Up Your Wizer Account (Step-By-Step Guide)

Please check the first steps on how to start training for your team after your account registration

1. Register Your Company Account

Go to www.wizer-training.com and click 'Start Free Now' at the top of the webpage or register your company account here. Fill up all the fields in the form and then confirm the registration in the invitation email. Set up your logo here - How to Add a Logo to the Account

2. Add Users and Admins

In the Admin Console, go to the Users tab on the left side of the menu, and choose 'Users'. Click the 'Add Users' blue button on the right-top of the page. You have 3 options to add new users: by email, CSV file, or SSO. Full instructions can be found here - How to Add Users.

Note: users can register when they get an email notification about assigned tasks. You can change the settings for notifications and reminders from the main menu of the Admin Console. The full guide can be found here: Email Notifications Types and Reminders Customization.

More useful links: Wizer Introduction Email, Users Tasks Assignation and Notifications Insights, How to Disable and Enable Users, How To Edit User's Profile, How to Add Admin and Change Account Ownership

3. Create Departments and Groups

Create departments and groups and assign your team to them from the Admin Console. All the tasks are department and group-based, you can assign all users or specific groups of users to a training, phishing exercise, policy, or phishing simulation. Note: Monthly Videos can be assigned only to all users at once.

Please find full guides in the articles: How to Create and Manage Departments, How to Assign the Users to Departments, How to Create and Manage Groups. Dynamic group "Phished Users"

4. Assign A First Task

We recommend assigning an Annual Training first, after adding Phishing Exercises, Monthly Videos, and other training courses.

Please check our how-to articles: How to Set Up, Customize, and End the Training, How to Set Up Monthly Video, How to Set Up Phishing Exercise, and How to Clone and Edit a Training

Other helpful articles: How to Use the Video Library How to Create a Custom Training , Certificates After Completing a Training

5. Review Your Team Progress

On the 'Reporting' tab left-bar menu in the Admin Console, you can review and generate reports on the users' progress by tasks.

Please check the following guides: Reports Section Reading and Explanation, How to Use the Dashboard

Other useful articles that contain analytic data: Department Progress Review. Weekly Reports , Get Started Analytic Page Explanation, How Learners Review the Training

6. Time for Phishing Simulation

Prepare your account with a Phishing simulation checklist and test emails. Use our guides on whitelisting from the Knowledge Base page.

If you want your unregistered users to get phishing simulation emails, please email us, and ask us to enable this feature for your account.

After your first campaign is sent, you can view the progress as described in the next articles:

Phishing Campaign Report and Administration, Phishing Statuses, How to Fix the False 'Clicked' Status,

More useful articles: Template builder - custom values, Report phishing extension for Wizer

Please email our Support Team at support@wizer-training.com with any issues, commentaries, or questions.

Best regards,