Security Awareness Training

The Training module lets you build and deliver security awareness training to your organization. Create modules from the platform library, build custom content, or generate modules with AI. Organize modules into campaigns alongside policy acknowledgments and secure coding challenges, then track completion with magic-link delivery, automated reminders, and an analytics dashboard.

Overview

Access from Security Operations → Training in the sidebar. The module has four pages:

• Training Library — Browse, enable, and manage training modules
• Campaigns — Create, launch, and track training campaigns
• Email Templates — Customize emails for each step of the training lifecycle
• Dashboard — Organization-wide training metrics and compliance overview

Training Library

The Training Library is the central hub for managing training content. It has three tabs:

My Modules

Your organization's enabled training modules in a sortable table:

Column	Description
Title	Module name (click row to open the module editor)
Category	Topic area badge
Source	Where the module came from — Platform, Custom, or AI Generated
Difficulty	Beginner, Intermediate, or Advanced
Duration	Estimated completion time in minutes
Status	Draft, Active, or Archived

Use the search bar and dropdown filters to find modules by title, category, or status. Action buttons let you toggle a module between Draft and Active or archive it.

Platform Library

A curated library of pre-built modules maintained at the platform level. Each card shows the module title, description, category badge, duration, slide count, and an Enable Module button that copies the module into your organization's library.

Coding Challenges

Secure coding challenges that test employees' ability to identify and fix vulnerabilities. Each card shows the title, difficulty badge, OWASP category, programming language (JavaScript, Python, SQL), time limit, and description. Challenges are evaluated in an isolated sandbox environment.

Creating Modules

Click + New Module to create a custom module from scratch, or Generate with AI to have AI create a module based on a topic description. Custom modules use a slide-based editor where you build content slide by slide.

Module Fields

Field	Description
Title	Module name
Description	What the module covers
Category	Topic area (see categories below)
Difficulty	Beginner, Intermediate, or Advanced
Duration	Estimated completion time in minutes
Passing Score	Minimum percentage to pass (default 80%)
Status	Draft, Active, or Archived
Tags	Searchable keywords

Categories

Category	Description
General Awareness	Broad security awareness topics
Phishing	Email phishing recognition and response
Password Hygiene	Password management and best practices
Data Handling	Data classification, handling, and protection
Incident Reporting	How to recognize and report security incidents
Remote Work	Secure remote work practices
Physical Security	Physical access and environmental security
Insider Threat	Recognizing and responding to insider threats
Regulatory	Compliance-specific training (HIPAA, PCI DSS, etc.)
Role-Based	Training tailored to specific job functions

Slide Types

Each module contains slides of different types:

Type	Description
Content	Informational slides with text, images, and realistic artifacts (simulated emails, Slack messages, alerts)
Quiz	Knowledge check questions with scoring
Scenario	Interactive decision-making exercises
Video	Embedded video content with optional presenter video
Code Challenge	Secure coding exercises evaluated in a sandboxed Lambda environment
Summary	Recap and key takeaways

Campaigns

Campaigns assign training content to employees and track completion. The campaign table shows all campaigns with their name, linked module, status badge, recipient count, completion progress bar, due date, and action buttons.

Creating a Campaign

Click + New Campaign to open the three-step creation wizard.

Step 1: Select Content

Choose what content to include in the campaign across three sub-tabs:

• Training — Select training modules from your library (with search and category/status filters)
• Policies — Select policies for acknowledgment signing
• Challenges — Select secure coding challenges

Selected items appear as cards below the selection list. Campaigns can include a mix of all three content types.

Step 2: Campaign Details

• Campaign Name — Descriptive title (required)
• Due Date — Target completion deadline
• Auto-Enroll — Automatically add new employees to the campaign
  • Auto-Enroll Scope — Description of which employees get enrolled (e.g., "All new hires", "Engineering department")
  • Auto-Enroll Due Days — Days after enrollment before the assignment is due
• Reminder Rules — Configure automated reminder notifications

Step 3: Review & Create

Summary of selected content and campaign settings. Click Create to save as a draft campaign.

Campaign Lifecycle

DRAFT → SCHEDULED → ACTIVE → COMPLETED → ARCHIVED

Status	Description
Draft	Campaign configured but not yet launched
Scheduled	Set to launch at a future date/time
Active	Invitations sent, tracking completions
Completed	Campaign ended
Archived	Archived for historical reference

Campaign Detail Page

Click any campaign to view detailed results.

Header: Campaign name, status badge, content module, due date, launched date, and action buttons (Remind, Archive).

Stat Cards:

Metric	Description
Total Recipients	Number of assigned trainees
Completed	Count and percentage who finished
In Progress	Currently working on the training
Pending	Invitation sent but not yet started
Avg Score	Average assessment score across completions
Avg Time	Average time spent on the training

Overall Completion: A progress bar showing the percentage of recipients who have completed.

Reminder Rules: Configure rules to automatically remind trainees who haven't completed. Click + Add Rule to create a rule:

Rule Type	Description
After Enrollment	Send reminder N days after the assignment was created
Before Due Date	Send reminder N days before the due date
Recurring Interval	Send reminder every N days until completion

Manager Digests: Toggle to include this campaign's assignments in per-manager training digest emails.

Assignments Table:

Column	Description
Name	Trainee name
Email	Trainee email address
Status	Pending, In Progress, Completed, Expired, or Waived
Started	When the trainee opened the training
Completed	When they finished
Score	Assessment score (if applicable)
Pass/Fail	Whether they met the passing threshold
Time	Total time spent

Use the search bar and status filter to find specific assignments. The actions menu on each row lets you send a reminder, waive the assignment, or re-assign.

Bulk Actions:

• Add recipient — Add a single trainee by email
• Bulk CSV upload — Import a list of email addresses
• Roster picker — Select from your Personnel directory
• Download results CSV — Export assignment data

Adding Recipients

Recipients can be added via:

• Manual entry — Email address and name
• CSV upload — Bulk import from a spreadsheet
• Personnel roster — Select from your AccessPersonnel directory
• Key contacts — Select from organizational key contacts

Assignment Lifecycle

Status	Description
Pending	Magic link sent, trainee hasn't started
In Progress	Trainee has opened and begun the training
Completed	Trainee finished all content (passed or failed)
Expired	Magic link token has expired
Waived	Trainee waived from the requirement

Trainees access their training via a magic link in the enrollment email. The link opens a public training portal where they progress through slides, answer quizzes, complete scenarios, and submit coding challenges. Progress is saved automatically.

Email Templates

Customize the emails trainees receive at each step of the training lifecycle. The page has six tabs, one for each communication type.

Communication Types

Type	Description
Enrollment	Sent when a trainee is first assigned to a training
Reminder	Sent on your reminder schedule for assignments still in progress
Overdue	Sent automatically when an assignment passes its due date
Completion	Sent when a trainee finishes all modules
Admin Digest	Scheduled summary of training compliance sent to admins
Manager Digest	Scoped training status sent to each manager for their direct reports

Template Fields

Each template includes:

• Subject — Email subject line (supports template variables)
• Heading — Bold title in the email body
• Body — Main message text (supports **bold** formatting and template variables)
• CTA Label — Call-to-action button text (e.g., "Start Training")
• Footnote — Optional footer text
• Preheader — Optional preview text shown in email clients

Template Variables

Insert dynamic placeholders using the Insert variable menu:

Variable	Description
{{trainingTitle}}	Name of the training module
{{orgName}}	Organization name
{{recipientName}}	Trainee's name
{{dueDate}}	Assignment due date
{{campaignName}}	Campaign name
{{trainingUrl}}	Magic link to start the training

Built-in vs. Custom Templates

• Built-in templates are platform defaults shown as read-only with Preview and Customize buttons. Click Customize to create an editable copy for your organization.
• Custom templates autosave on blur and include a Reset to default button to revert to the platform template.

Admin Digest Configuration

The Admin Digest tab includes a schedule configuration section:

• Enabled — Toggle digest emails on/off
• Cadence — Weekly or Monthly
• Day — Day of week (weekly) or day of month (monthly)
• Send Hour (UTC) — Hour to send
• Upcoming Due Window — How many days ahead to include upcoming assignments
• Recipient Mode — Explicit list of email addresses or permission-based
• Send Now — Trigger an immediate digest

Manager Digest Configuration

• Campaign Scope — Include all active campaigns or only those with the manager digest toggle enabled
• Missing Manager Fallback — What to do when an employee has no manager: escalate up the chain, include in admin digest only, or one-hop escalation

Dashboard

The dashboard provides an organization-wide view of training metrics and compliance.

KPI Cards

Metric	Healthy Threshold	Description
Active Campaigns	—	Count of currently active campaigns
Total Assignments	—	Total assignment count across all campaigns
Completed	—	Count and percentage of completed assignments
Completion Rate %	70% or higher	Percentage of assignments completed (High if under 40%, Medium if under 70%)
Avg Score %	70% or higher	Average score across completed assignments (High if under 40%, Medium if under 70%)
Overdue	0	Incomplete assignments past their due date (Critical if over 10, High if over 5, Medium if 1–5)

Each card is color-coded by health status: green (Healthy), amber (Medium), orange (High), or red (Critical).

Modules by Source

A breakdown showing how many modules you have from each source: Platform, Custom, and AI Generated.

Campaign Progress

A table showing active and recently completed campaigns:

Column	Description
Campaign	Campaign name (click to navigate to detail page)
Content	Module and policy titles included in the campaign
Progress	Visual progress bar with completed/total count
Completion	Completion rate percentage
Overdue	Count of overdue assignments (red badge if non-zero)
Due Date	Campaign deadline

Auto-Enrollment

When enabled during campaign creation, auto-enrollment automatically adds new employees to active campaigns:

• Scope — Define which employees get enrolled (free-text description, e.g., "All new hires", "Engineering department")
• Due Days — Number of days after enrollment before the assignment is due

The training scheduler checks for new employees every 5 minutes and creates assignments automatically.

Integration with Phishing Simulation

When phishing simulation Auto-Remediate Clickers is enabled, employees who click simulated phishing links are automatically enrolled in a selected training campaign. This creates a closed-loop workflow:

1. Test — Send simulated phishing campaign
2. Identify — Track who clicks
3. Train — Auto-enroll clickers in remediation training
4. Retest — Include in future campaigns to measure improvement

Public Training Portal

Trainees access their assigned training through a public portal via magic link (no platform login required). The portal presents:

• Slide-by-slide progression through module content
• Interactive quizzes with immediate feedback
• Scenario-based decision exercises
• Secure coding challenges with sandboxed execution
• Automatic progress saving
• Score calculation and pass/fail determination on completion