July 2023: Release Notes 3.5.0
The July 2023 Phin Platform 3.5.0 release introduces a comprehensive one-page Campaign Details summary for admins, enhanced Partner Company Table metrics showing active users and campaign enrollment changes with improved security for company deletion, a downloadable CSV user template for manual uploads, and a fix for the previously broken Clear All button in phishing campaigns.
Campaign Details Page
Under the Campaign Details, admins can now see a one-page summary when they click on the view icon (eyeball icon). The summary includes the following sections:
- Name & Description
- Schedule & Next assignment summary
- Future courses
- Launched courses
- Audience
To learn more about campaign details, refer to the relevant knowledge base article.
Partner Company Table
The Phin Partner Portal now displays greater details of your customers at a glance upon login. These new fields include:
- Total Active Users: Total number of users in the company that have an Active status
- Total Enrolled in Campaign: Total number of users in the company that are currently enrolled in a phishing campaign, fixed training campaign, or continuous training campaign
- Change in Campaign (Number): The total increase or decrease in enrolled users from the end of last month vs today
- Percent Change in Campaign: The percent increase or decrease in enrolled users from the end of last month vs today
Additionally, to increase security, the company delete button has been moved to the Settings page under each company. Here you will see a large disclaimer and option to Delete this company. This action is permanent and can only be performed by an account administrator.
CSV User Template
If you need to manually upload users into the Phin Platform via a CSV, a template is now available for download in the Users section of the portal. The only required fields are first name, last name, and email address, but all possible fields are listed for you to utilize.
Steps:
- Click on download sample CSV
- Fill in the information
- Upload it
- Map the fields of each column to Phin’s platform
- Complete the import
Additional Highlight
The Clear All button in phishing campaigns was temporarily broken. This has now been fixed and is functioning as expected.
Knowledge Base
Every release, Phin works to keep the Knowledge Base up to date with new features. You can read about the platform and its updates at the Phin knowledge base.
Thank you for using our product!
We use all provided feedback to help drive the development direction of Phin. Please keep reaching out and helping us shape the future of the product! All ideas are welcome, keep them coming!
The Dev Team @ Phin
Need help or have an idea for us? Submit a ticket through the knowledge base!