How to Set Up and Use Your Account Management Console

The below article explains the various features of your Account Management portal. If you would like to watch a quick walkthrough of how to use your console, contact your Account Manager.

Jump to:
Logging in to Your Account Management Portal
SAML Login
Managing Existing Accounts
Managing Phishing Campaigns
Managing Email Templates
Managing Landing Pages
Managing Training Templates
Adding Additional Admins
Reporting

 

Logging in to Your Account Management Portal

You can log in to your account management portal from your KnowBe4 MSP/reseller login page. This page is the KnowBe4 instance where your console is hosted, followed by the subdirectory /management/login. See our KnowBe4's Training Instances article for a full list of login links.

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SAML Login

You can configure SAML for your Account Management portal so that our users can automatically sign in. To learn how you can do this read our article How to Enable SAML on Your Account Management Console.

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Managing Existing Accounts

You might need to view account details for your existing accounts or access these accounts as an admin. This can be done from the Accounts tab of your Account Management portal. For details on how to manage existing accounts, please see our article: How to Manage Existing Accounts.

The different color backgrounds on the accounts indicate the type of account that they have. Accounts with a yellow background color indicate a Free account, a dark gray background color indicates an Archived account, and an orange background color indicates a Trial account.

To add an account to your management console, log into the Partner Portal and under the Contact Us menu, choose Add Domain Account. You will need to provide the following information:

• Company Name (Legal Entity Name).
• Domain Name.
• Street address, including Country, State or Province, and City.
• The initial number of users that will be uploaded to the console.
• Who will be managing the console?
• Do you have the client's permission to phish and train this domain?
• Whether the account will be a "Paid" or "Trial" account.

You will receive a response within 24 business hours.

If you are adding a Trial account, please note that the 30 day trial period begins the day the domain is added to your console.

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Importing Users

You can bulk import all the users on a managed account at once by using our Import feature. For details on how to do this check out this article: How to Import Users.

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Managing Phishing Campaigns

You can create phishing campaigns for all of your managed accounts. For more information, check out this article: How to Create Managed Phishing Campaigns.

You can also edit and monitor the phishing campaigns you have created. To learn how to do this, check out this article: How to Monitor a Managed Phishing Campaign

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Managing Email Templates

You can create your own custom email templates for each of your managed accounts. For more information, check out this article: How to Manage Email Templates.

You can also export email templates you have created and import them to other customer accounts. To learn how to do this, check out this article: Importing and Exporting Phishing Templates and Landing Pages.

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Managing Landing Pages

You can create your own custom landing pages for each of your managed accounts. For more information, check out this article: How to Manage Landing Pages.

You can also export landing pages you have created and import them to other customer accounts. To learn how to do this, check out this article: Importing and Exporting Phishing Templates and Landing Pages.

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Managing Training Templates

You can create custom training notifications for each of your managed accounts. For more information, check out this article: Customizing Training Notifications.

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Adding Additional Admins

From the Admins tab of your account management portal, you can grant administrator rights to additional users at your organization to assist you with managing your client accounts. The main admin on the account management portal is the only person who can grant additional administrator rights to other users. To learn how to add another admin to your account management portal, check out this article: How to Add More Admins to Your Account Management Portal.

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Reporting

You can create reports for any of your managed accounts. For more information, check out this article: Account Management Reporting.

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