Creating and Managing Rooms

In your PhishER platform, rooms allow you to view all the messages that match the criteria of specific Inbox queries. PhishER provides system-generated rooms to display messages from common queries. you can create custom rooms from your Inbox tab by saving queries after specifying filters and other criteria. You can access your rooms from the Rooms tab.

See the sections below to learn how to create, update, and view rooms.

Jump to:
Creating Rooms
Updating Rooms
Viewing Rooms

Creating Rooms

To create a new room, follow the steps below:

1. Log in to your PhishER platform.
2. Navigate to the Inbox tab.
3. Use the Filter by Category, Filter by Status, and Filter by Priority options to create a filtered view of your Inbox.

   

4. Click Save query as room to open a pop-up window.
5. In the Save as a new room field, enter a name for your new room.

   

   Note: The names of rooms can include letters, numbers, and some characters. The allowed characters are colons (:), underscores (_),  and hyphens (-).
6. Click Save. Your new room will display under Saved Queries on the Rooms tab.

Back to top

Updating Rooms

To update a room, follow the steps below:

1. Log in to your PhishER platform.
2. Navigate to the Inbox tab.
3. Use the Filter by Category, Filter by Status, and Filter by Priority options to create a filtered view of your Inbox.
4. Click Save query as room to open a pop-up window.
5. Select the Update Existing Room subtab.
6. Select a room from the Select an existing room drop-down menu.

   

7. Click Save to update the room. The existing room will be overwritten with a new query.

Back to top

Viewing Rooms

You can view all of your custom and system-generated rooms from the Rooms tab. If at least two messages meet a room's criteria, the messages will be grouped together. If you click a group of messages, you will be taken to a filtered view of your Inbox that contains the group. You can also click the icons next to each room to view the filtered Inbox, Dashboard, and Reports.

For more information about the Rooms tab, see the screenshot and list below:

a. Saved Queries: You can click this option to display a filtered view of all custom rooms created by queries from the Inbox.
b. Subject Lines: You can click this option to display a filtered view of messages grouped by their subject lines.
c. Sender Address: You can click this option to display a filtered view of messages grouped by the message's sender address.
d. Attachment Names: You can click this option to display a filtered view with messages grouped by the name of an attachment found in the message.
e. URL Domains: You can click this option to display a filtered view of messages grouped by a URL domain embedded in the message.

Back to top