Phin Security

Phin Security FAQ

The Phin Security FAQ provides detailed answers on topics including general usage, phishing training, false positives, admin access, billing, third-party software integrations, and purchasing through Pax8, covering common questions about demo videos, CIS controls compliance, training management, payment updates, software configurations, and account cancellations.

No such thing as a bad question! Here are some of the most common we hear.

General FAQ

  • How Can I Watch The Latest Phin Demo Video?
  • Does Phin Satisfy any CIS Controls?
  • Changing the Timezone in Phin Security
  • Phin Security's Refund and Cancellation Policy
  • Does Phin Sell Direct to Businesses?
  • Admin Deletion and Integration Connection in Phin Security
  • Sales Tax Exemption Certificate
  • How do I update my payment information or billing address?
  • Understanding Closed/Open Beta at Phin

Phishing and Training FAQ

  • New User Training Experience with Phin Security
  • How do I reset a training course?
  • How Can I Create a Leaderboard?
  • Avoiding User Duplication with Azure Sync and Manual Uploads
  • What do Training Assignments and Reminders Look Like?
  • Phin Security's Training Campaigns vs. Learning Moments
  • How To Download Certificate of Completion for a Course
  • How often are training reminders sent out?
  • How can I set a campaign to launch "tomorrow"?
  • Formatting Text for Phishing Templates

False Positives

  • What Can Cause False Positive Phishing Results?

Admin Access

  • Resetting Your Phin Security Password
  • What if I have issues with my MFA?

Billing

  • How Do I Update My Payment Information?
  • Setting Up ACH Payments in Phin Security
  • How do I access my Phin invoices?
  • How do I access my Usage Breakdown Reports?
  • How to Find Your Phin Partner ID#
  • How Do I Cancel My Phin Account?
  • How to Cancel a Phin Security Free Trial
  • What counts as a billable user?

3rd Party Software

  • Allowlist Domains and IPs in Mailprotector for Phin
  • Phin Security & Mimecast Configuration Tips and Resources
  • Configuring Harmony Email & Collaboration (formerly Avanan) with Phin Security
  • Configuring Barracuda for Phin Security Integration
  • Configuring SonicWall with Phin Security
  • How to Configure Fortinet in Phin Security
  • Configuring Proofpoint for Phin Security
  • Configuring AppRiver for Phin Security

Pax8

  • How do I purchase Phin through Pax8?
  • How do I migrate my Phin account to Pax8 for billing?
  • What happens if my Phin trial through Pax8 goes into Suspension?