Updating Your KMSAT Account Information Settings

In this article, you'll learn about the Account Information section of your KMSAT account settings. In the Account Information section, you can review your subscription details, update your privacy settings, update your organization’s information, and more.

Click the links below to learn more about the Account Information settings.

Jump to:

Purchased Products and Add-ons
Account Privacy
Organization Information
Branding
Placeholders

Purchased Products and Add-ons

In the Purchased Products and Add-ons section, you can view information about the KnowBe4 products and add-ons you’ve purchased. This information includes the following information about your KMSAT account:

• Your subscription level.
• Your subscription end date.
• The number of seats available on your account.
• The number of active users on your account.

This section also includes your subscription end date for other products and add-ons you’ve purchased such as PhishER, CompliancePlus, PasswordIQ, and SecurityCoach.

Back to top

Account Privacy

In the Account Privacy section, you can check if KnowBe4 agents have access to your account and change your privacy settings to your liking.

To change your account privacy settings, click the Allow KnowBe4 agents to access this account drop-down menu. To temporarily grant access to your account, select your preferred time period from the drop-down menu. We recommend that you select Allow continual access to allow KnowBe4 agents to access your account. Granting access to KnowBe4 agents allows us to access your account and assist you if you experience technical issues in your account.

The blue banner at the top of the section displays the expiry date of the account access. Once the access expires, your setting will be automatically updated to Do not allow access.

If you select Do not allow access, our support team will not be able to access your account. If you don’t allow access, you may experience some delays if our support team needs to view your account to help solve a technical issue.

For more information about account privacy settings, see our How to Grant Support Access to Your Account article.

Back to top

Organization Information

In the Organization Information section, you can update your organization’s name, business hours, time zone, and other information about your organization.

KMSAT uses placeholders to populate this information into features such as phishing templates, landing pages, and training notifications. For more information, see our How To Use Placeholders article.

See below for information about specific settings in this section:

1. Allowed Domains: If your email environment includes multiple email domains, you can click Allowed Domains to add more subdomains or root domains to your KnowBe4 account. For more information, see our How to Add and Verify Domains article.
2. Business Hours: Click the clock icon to add your organization’s default business hours.
3. Business Days: Click the corresponding button for each of your organization’s default business days.
4. Time Zone: Click the drop-down menu and select your organization’s default time zone. For more information about managing time zones in your console, see our Time Zones article.
5. Default Admin Console Language: Click the drop-down menu and select a default language for your admin console. The language you select will apply to the entire admin console unless an admin selects a different Admin Console Language. If a user’s language is not available, the account’s default language will be used. For more information, see our Localization Guide.
6. Date and Time Format: Click the drop-down menu and select the default date and time format that you’d like to use in the console. For more information, see our How to Select a Default Date and Time Format article.

Back to top

Branding

In the Branding section, you can customize your organization’s branded content. We recommend that you use branded content to provide a familiar learning environment for your users.

See below for more information about the settings in this section:

1. Company Logo URL: Enter the URL for your company logo to use the logo in templates. If you add your logo URL to the console, you can use the logo in phishing templates, landing pages, and training notifications. For information about logo requirements, see our How to Add Your Company Logo, Logo URL, and Brand Color to Your Console article.
2. Company Logo: Upload an image of your company logo to personalize your users’ Learner Experience. This logo will replace the KnowBe4 logo at the top-left of the page when users log in to the Learner Experience. For information about logo requirements, see our How to Add Your Company Logo, Logo URL, and Brand Color to Your Console article.
3. Brand Color: Select a theme color for your Learner Experience. We recommend that you match the color to your organization's brand or logo color.
4. Upload Branded Certificate: This setting allows you to design and upload a custom branded template for your certificates. If you upload a branded certificate, you can click Preview Current Certificate to view the certificate. For more information, see our How to Create a Branded Training Certificate article.
5. + Placeholders: Click this button to add a custom banner, prefix, or signature block to your phishing emails. You can use these elements to customize phishing emails to match your organization’s brand. This can also help when your banners, prefixes, or signatures no longer appear on phishing emails due to whitelisting rules. For more information, see our DMI Configuration Guide.

Back to top

Placeholders

In the Placeholders section, you can customize specific placeholders for your organization. For example, you can customize placeholders to add a custom banner, prefix, or signature block to your phishing emails. This customization can also help when your banners, prefixes, or signatures no longer appear on phishing emails due to whitelisting rules. For more information, see our DMI Configuration Guide.

To learn more about customizing placeholders, see the table below:

Back to top