After your account migrates to the KnowBe4 Platform, some of your settings might look a little different. In this article, you'll find information for the updated interface as well as new settings related to the new KnowBe4 Platform. To learn how to migrate, see our KnowBe4 Platform Migration Scheduler article. For information related to existing settings, see our Knowledge Base.
Security Risk Overview
On the Home page, you can view your Security Risk Overview dashboard. This page allows you to view actionable insights for your Risk Score. The functionality behind Risk Score hasn't changed, just the look is different. For more information about Risk Score, see our SmartRisk™ Engine and Risk Score Guide.
In the new experience, you can click each security type widget to view its Risk Score, history, risk factors, and recommendations right on the dashboard. We also provide you with dynamic, actionable Risk Score recommendations based on your organization's integrated products and security needs. For more information, see our Platform Security Risk Overview article.
Organization Settings
The Organization Settings section allows you to adjust your general settings, allowed domains for your account, and authentication integrations.
In the new experience, your settings are located on the left side of the page. To access these settings, log in to your KnowBe4 platform and navigate to Settings > Organization Settings. For more information, see our Platform Organization Settings article.
Your Organization
The Your Organization tab allows you to adjust settings for your organization's general details, time and location, and primary support contact.
In the Support Contact Details section, you can enter information about your organization's primary contact for account service with KnowBe4 and technical support.
Allowed Domains
The Allowed Domains tab allows you to view, add, and verify domains for your account. For more information about these settings, see our Add and Verify Domains article.
Authentication
The Authentication tab allows you to add and set up your SAML single sign-on (SSO) configurations for your account. For more information about these settings, see our SAML Single Sign-On (SSO) section in the Knowledge Base.
If your identity provider requires signed SAML requests, select Sign SAML Request in your SAML settings. A Current Request Certificate will appear. Copy the certificate and add it to your identity provider's verification certificates.
Products
The Products section allows you to manage your purchased KnowBe4 products. For more information, see our KnowBe4 Platform Products article.
User Management
The User Management section allows you to add and view your users, and view and edit your groups. In the Provisioning tab, you can add and view your sync configurations and sync reports.
In the new experience, the User Management section is on the left side of the page. To access these settings, log in to your KnowBe4 platform and navigate to Settings > User Management.
Users
The Users tab lists all of your users in the KnowBe4 platform. From this list, you can add users to the KnowBe4 platform and to groups, view and change their user or admin access, edit their profile details, and export a list of your users to a CSV file. You can also view their sync status.
For more information about these settings, see our Users and Groups Management Guide.
Groups
The Groups tab allows you to target your users with specific phishing or training campaigns. For more information on creating and managing groups, see our Users and Groups Management Guide.
Provisioning
The Provisioning tab allows you to edit your user provisioning settings. You can use Active Directory Integration (ADI), SCIM, or Google User Provisioning (GUP) to provision your users.
The Sync Configurations subtab allows you to view the status of your sync configurations, and edit, add, and delete configurations.
The Sync Report subtab allows you to view reports across all of your sync configurations.
For more information about provisioning, see our Provisioning Subtab Guide and our KnowBe4 Console Account Settings: User Management article.
Personal Settings
In the new experience, your personal settings are located on the bottom-left side of the page. The Personal Settings section allows you to manage settings related to your personal account.
To access these settings, log in to your KnowBe4 platform. Then, click your email address on the bottom-left side of the page and select Personal Settings. For more information, see our Platform Personal Settings Guide.
Personal Details
The Personal Details tab allows you to enter your personal information and time and location information.
Notifications and Alerts
The Notifications and Alerts tab allows you to manage system notifications and alerts. For more information, see the Notifications and Alerts section of our Personal Settings Guide.
Appearance
The Appearance tab allows you to choose your preferred theme for your KnowBe4 platform. You can select System Default, Light Mode, or Dark Mode.
Password and Security
The Password and Security tab allows you to change your password, enable multi-factor authentication (MFA), and view or log out of your active sessions. MFA is required for all admins. Passwords must be at least 12 characters.
Onboarding Wizard
The Onboarding Wizard is a guided, step-by-step setup in your KnowBe4 Platform that gets your organization, Security Awareness Training, and PhishER configured with recommended best practices, in less time and with less guesswork.
The first time you log in, you'll see a prompt to begin onboarding. Select Start Setup to begin.
When you're done, select Go to Dashboard. Your dashboard lists each product you're subscribed to, and each one has its own Start Setup option. Each product's Onboarding Wizard has a small set of required steps.
If you need to exit the wizard, your progress will be saved automatically, including steps you've completed or skipped. You can return to the wizard at any time to pick up where you left off.
For existing customers migrating to the new platform, the Onboarding Wizard recognizes the steps you have already completed. For example, if you've already run phishing and training campaigns or configured the Phish Alert Button, those steps are marked as complete.
Questions?
For answers to common questions about the KnowBe4 Platform and the migration process, see our KnowBe4 Platform FAQs.