Account Customization

KnowBe4 Console Account Settings: Account Information

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

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 KSAT 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, KnowBe4 Student Edition, PasswordIQ, and SecurityCoach.

Tip: If you’d like to change your subscription details, contact your Account Manager or Customer Success Manager.

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.

Organization Information

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

KSAT 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. This setting determines the default time period that PSTs and time-sensitive training notifications will be sent. It also determines the default start time for training campaigns. You can set different business hours or a different start time when creating a campaign.
  3. Business Days: Click the corresponding button for each of your organization’s default business days. This setting determines the default start date when creating a phishing campaign. You can select a different start time when creating phishing or training campaigns.
  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. After you select a default date and time format, any new users that you import will see the default setting in their user profile. The date and time format options are listed below:
    • 12-hour

      MM/DD/YYYY hh:mm AM/PMExample: 01/31/2022 02:00 PM

    • 24-hourDD/MM/YYYY HH:mmExample: 31/01/2022 14:00

Environment Information

In the Environment Information section, you can view and edit your responses to the Environment Survey available on your KnowBe4 console dashboard. This section will not be available in your account settings until you have submitted your responses to the survey. Additionally, you can return to the survey at any time by clicking Edit Account Information. You can also remove all responses that you have submitted by clicking Clear All Responses. For more information, see our Environment Survey article.

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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.

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:

Placeholder Drop-Down Menu Option Description
Email Banner [[email_banner]]

Allows you to set a custom email banner for phishing emails.

You can also set the banner to automatically appear on all phishing emails or phishing emails delivered with Direct Message Injection (DMI).

Subject Prefix [[subject_prefix]]

Allows you to set a custom subject prefix for phishing emails.

You can also set the subject prefix to automatically appear on all phishing emails or phishing emails delivered with DMI.

Display Name [[display_name]]

Allows you to set how the display name placeholder populates in the console. You can choose from the four options below:

  • [First Name] [Last Name]: Displays the user’s first name and then the user’s last name. This option is selected by default.
  • [First Name]: Displays only the user’s first name.
  • [Last Name]: Displays only the user’s last name.
  • [Last Name] [First Name]: Displays the user’s last name and then the user’s first name.

If all related fields in the user’s profile are blank, the display name placeholder will populate the user's email address instead.

Signature Block [[signature]]

Allows you to set how the signature block placeholder populates in the console.

Sender Name [[prt_sender_name]]

Allows you to set how the sender name placeholder populates in the console.

Sender Email [[prt_sender_email]]

Allows you to set how the sender email placeholder populates in the console.

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