Adding Users to an Existing Training Campaign

If you need to add users to a training campaign that is already in progress, you'll first need to ensure the auto-enroll functionality is on for your training campaign.

First, follow the steps in the Enable Auto-enroll Setting section to enable this function. Then, add the new users to the console, or add them to the groups that are enrolled in the training campaign (when All Users is not selected for the campaign).
If you've already added your users to the console or to the enrolled groups but do not see the users in your training campaign, see the Troubleshooting Your Scenario section below, for details.

Enable Auto-enroll Setting

Follow the steps below to edit your campaign and enable the auto-enroll feature so you can add additional users to a training campaign.

1) Click on Training, then Campaigns to see a list of your Training Campaigns.

2) Click the drop-down to the far right of the campaign you wish to add users to, then click Edit.

3) From the Edit Training Campaign page, make sure the Enable automatic enrollment for new users function is checked, then click the Update Campaign button at the bottom of the page.

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Troubleshooting Your Scenario

The auto-enroll feature does not work retroactively. Therefore, if you've turned this feature on after adding users to the console (for All Users campaigns) or to the campaign's enrolled groups, you may run into one of the scenarios below:

Scenario #1: All Users are enrolled in the campaign. I've already added the new users to the console. The users are not showing in the training campaign.

Scenario #2: Specific groups are enrolled in the campaign. I've already added the users to the groups enrolled in this campaign. The users are not showing in the training campaign.

Scenario #1: 

All Users are enrolled in the campaign. I've already added the new users to the console. The users are not showing in the training campaign.

Were the users you'd like added to this campaign added to the console prior to turning on the auto-enroll function?
If so, follow the steps below to add these users to the campaign in progress:

1. Edit the training campaign to turn on the Enable automatic enrollment for new users feature.
2. Click the Update Campaign button to save this change.
3. Navigate to the Users tab under the Users section of your console.
4. Use the checkboxes on the left-hand side to select the users you need to add to the campaign.
5. Archive these users by clicking the Archive drop-down button, and selecting Archive selected, as shown below.
   
6. Now, re-import the users. Navigate to the Import tab under the Users section of the console and use the quick import function to re-add the users to your console. Users will be added back to the console with all of their user information and phishing and training history.

Check the campaign to ensure your users were enrolled. Note, it may take a few moments for the users to populate in the campaign.

Scenario #2:

Specific groups are enrolled in the campaign. I've already added the users to the groups enrolled in this campaign. The users are not showing in the training campaign.

Were the users you'd like added to this campaign added to one of the enrolled groups prior to turning on the auto-enroll function?
If so, follow the steps below to add these users to the campaign in progress:

1. Edit the training campaign to turn on the Enable automatic enrollment for new users feature.
2. Click the Update Campaign button to save this change.
3. Navigate to the Groups tab under the Users section of your console.
4. Locate the group enrolled in the campaign that contains the users you need to add to the campaign, click on the Group Name to open the group.
5. Use the checkboxes on the left-hand side to select the users you need to add to the campaign.
6. Remove these users from the group by clicking the Archive drop-down button, and selecting Remove selected from this group, as shown below.
   
7. Now, re-add the users to this group from the Users tab under the Users section of your console.

Check the campaign to ensure your users were enrolled. Note, it may take a few moments for the users to populate in the campaign.

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