How to Prepare for Your Onboarding

As a new member of the KnowBe4 family, your Customer Success Manager will be contacting you to schedule you on a webinar or walkthrough of the KnowBe4 console. To prepare for your webinar or walkthrough, we recommend that you complete the following steps:

1. Whitelist our mail servers.
2. Prepare your list of users for import, or integrate with Active Directory.
3. Read our Quickstart Implementation Guide.

For more information about each of these steps, click the jump links below.

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Whitelist Our Mail Servers

Prepare Your List of Users for Import, or Integrate with Active Directory

Read Our Quickstart Implementation Guide

Whitelist Our Mail Servers

It is very important that you whitelist our mail servers before you send out any simulated phishing emails. If you don't whitelist our mail servers, emails may get blocked entirely or end up in your users' junk or spam folders.

To see the IP addresses and hostnames of our servers that will need to be used in your system to whitelist us, see our Whitelisting Data and Anti-Spam Filtering Information article. As a general rule, we recommend whitelisting by IP address only--this is usually the most effective. However, this may not be compatible with your system set-up, so feel free to whitelist as needed based on the mail server and spam filter you have in place.

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Prepare Your List of Users for Import, or Integrate with Active Directory

Importing your users will allow you to set them up to receive phishing or other social engineering campaigns, take security awareness training, and more. There are a few methods to do this.

Using Active Directory? The simplest and most efficient method for maintaining your list of users is to sync your KnowBe4 console with your Active Directory. To learn how to do so, check out our Active Directory Integration (ADI) manual, this ADI installation video, or sign up for our ADI feature webinar.

If you'd rather do a one-time import of users, you will need to prepare your list of current users. Typically, an admin will pull their list of active users from Active Directory. (See our FAQ: How do I get email addresses out of Active Directory?)

You can also download one of our sample CSV files from within the console to get started. The sample CSV files contain various fields for additional user information that can be helpful to add. To download a sample CSV, navigate to your KnowBe4 console, then click Users-->Import Users-->CSV Import.

Click to See Examples of CSV Formatting

Download an Example CSV After Clicking Each Example

For more tips to prepare your CSV file for importing into the console, click here.

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Review Our Quickstart Implementation Guide

As an optional third step, we recommend that you read our Quickstart Implementation Guide. The steps shown in this guide will be the steps we'll recommend taking on the webinar/walkthrough.

If you have any questions regarding these steps or anything else, simply contact us by submitting a support ticket and we will be able to assist you.

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