Phin Security

How to Manually Import Users into Phin

The document explains how to manually import users into Phin either by uploading a CSV file—requiring at minimum First Name, Last Name, and Email fields with options to match additional fields and avoid duplicates—or by adding users individually through the platform, noting that deleted users remain in analytics filters but not reports and are treated as new if re-added.

Manually Importing or Adding Users to Phin

When manually importing or adding users to Phin's platform, you have two options:

  • Importing via CSV
  • Adding users individually within the platform

Below are instructions for both methods.

Importing Users Via CSV

  1. 1.To begin the import process, click on Upload CSV, select the CSV file to upload, and select Next.
  2. 2.You have the option to use a sample .csv file.
  3. 3.The only fields that are required are First Name, Last Name, and Email Address. Every other field is optional.
  4. 4.You will be brought to the Match & Validation step. Here, click on Select Field to begin matching your fields.
  5. 5.For each field from your CSV, match it to the corresponding field in the Phin Portal (e.g., match First from CSV to First Name in Phin).
  6. 6.Repeat this step for all fields needed.
  7. 7.Once all desired fields are matched, click Next at the bottom of the screen and finish the import to see all your new users.

Accepted fields for CSV columns:

  • Employee ID (emplid)
  • First Name (first)
  • Last Name (last)
  • Email (email)
  • Job Title (title)
  • Department ID (deptid)
  • Department Name (deptname)
  • Manager Name (supvname)
  • Manager Email (supvemail)
  • Office Phone Number (ophone)
  • Mobile Phone Number (phone)

If you have users in your .csv who are already in Phin, the system will detect these users and not create a duplicate user.

Additionally, users already in Phin but not included in a new .csv upload will not be deleted unless you intentionally choose to delete them in the user management section.

If a user is deleted and then re-added, the system will consider them as a new user. Deleted users will still appear under the 'Deleted' filter in both Phishing and Training Analytics, but will not appear in .pdf reports.

At minimum, First Name, Last Name, and Email fields must be matched to do an import.

Adding Users Individually to Phin's Platform

To manually add a specific user:

  1. 1.Click on Add User.
  2. 2.Enter the minimum required fields: first name, last name, and email.
  3. 3.To add additional fields, click on the blue Additional Fields button.
  4. 4.Select any additional fields you wish to include.
  5. 5.Once satisfied with the information, click Add User.

Note: If you want to add more fields to a user, use the Additional Fields option during the process.