Phin Security

How to Sleep Users and Manage Groups in Phin Security

The Phin Security platform allows administrators to "sleep" users or groups—disabling their receipt of Phishing and Training campaigns—either during User Sync (for groups) or via the User Management page (for individual users), where slept users appear greyed out and can be reactivated with an "Include" button, noting that sleeping a group only prevents its sync and campaign assignment but does not sleep its individual users, and slept users accessing previous training still count as billable.

Sleeping Users and Groups in Phin Security

Sleeping is a unique tool in the Phin platform that allows you control over who receives Phishing and Training campaigns.

There are two ways to sleep users on the platform:

  1. 1.During the User Sync
  2. 2.In the User Management page

Important Notes:

  • Sleeping a Group does not sleep the users in that Group across the portal. Sleeping the Group will only block the sync from bringing the Group name into the portal, thus removing the option to assign campaigns to that specific Group that is slept.
  • Groups can only be slept during the sync process.
  • Slept users will not receive Phishing or Training emails on the platform, but will be able to access previous training links that have been sent to their email.
  • If a slept user chooses to access training from a previous month, they will count as a billable user.

Sleeping Users

To sleep a user:

  1. 1.Look at the list of users on the right-hand side of the User Management page.
  2. 2.Under the Action column for each user, there is an option to Sleep.
  3. 3.Click the Sleep button. The user will turn grey, indicating they have been slept.

To wake a user back up, click on the Include button. The user will be reactivated and able to receive both Phishing and Training.

Sleeping Groups

To sleep a group:

  1. 1.At the top of the User Management page, select Groups instead of Users.
  2. 2.You will now see a list of your groups.
  3. 3.Click on Sleep on the right-hand side of the group you'd like to sleep.
  4. 4.Once you click Sleep, that entire group will be slept.

To wake a group back up, click Include. The group will be reactivated and able to receive Phishing and Training.

Sleeping Users via the User Management Page

  1. 1.Select Users from the left-hand menu.
  2. 2.Click on the square box on the left-hand side of the user's row. Once selected, click on the button with a bed icon above.
  3. 3.The user will now be slept. They will appear as grey in the list, and their Status column will say "Slept."

Waking a User

To wake a user:

  1. 1.Check the box on the right again and click the button with the sun icon above.
  2. 2.The user's status will change back to active.