What You’ll Configure
- Training Courses - Select or create courses for your clients
- Enrollment Settings - How users are enrolled in training
- Completion Requirements - Passing scores and deadlines
- Notifications - Reminders and completion alerts
Steps to Complete
Navigate to Training Settings
Click Go to Settings in the onboarding wizard, or go to Settings > Training.
Review Available Courses
Browse the built-in training courses. These cover common topics like security awareness, phishing prevention, and password hygiene.
Configure Course Settings
For each course you want to use, configure:
- Passing score requirements
- Time limits (if any)
- Certificate options
Set Up Enrollment Rules
Decide how users get enrolled in training:
- Automatic enrollment for new users
- Manual enrollment by administrators
- Scheduled enrollment campaigns
Training Features
Built-in Courses
Pre-made security awareness and compliance training content.
Custom Courses
Create your own courses with videos, documents, and quizzes.
Learning Paths
Group courses into sequential learning paths.
Certificates
Generate completion certificates for users.
Common Training Use Cases
- Security Awareness - Annual security training for all users
- New Hire Onboarding - Orientation training for new employees
- Compliance Training - HIPAA, PCI, or industry-specific requirements
- Phishing Awareness - Training on identifying phishing attempts
Manual Completion
This step requires manual completion. Click Mark Complete in the wizard when you’ve finished setting up training.Related Documentation
- Training Overview - Full training guide
- Enabling Training - Enable training for companies
- Learning Paths - Create learning paths
- Training Settings - Training configuration reference