Org Admin Guides
Day-to-day guides for running Hook inside one organization: the portal, campaigns, training, autopilot, reports, users, and directory sync.
If you manage client organizations as a partner rather than running one organization yourself, use the MSP guides instead.
New here? Getting Started takes you from sign-in to a launched campaign in about 15 minutes, and Core concepts defines the vocabulary. Portal sections are enabled per organization, so if a guide below describes a page you don't have, ask your Hook contact to turn it on.
Getting around
- Navigate the org portal: the sidebar, breadcrumbs, and the workspace switcher.
- Read the org dashboard: metric cards, recent campaigns, training status, autopilot.
Phishing
- Run a phishing campaign: the four-step wizard.
- Monitor a live phishing campaign: engagement funnel, campaign details, recipient activity.
- Manage your phishing template library: browse, filter, preview, send yourself a test.
- Safelist Hook's sending domains and IPs: keep simulations out of the spam folder.
Training
- Browse the training library: explore the catalog and build a selection.
- Assign training to groups: bulk enrollment with start and due dates.
- Track training progress and completion: find overdue learners, export to CSV.
- Review and manage enrollment batches: edit, cancel, or retry an enrollment.
Autopilot
- Understand and configure Autopilot: hands-off recurring simulations, and how to tune them.
- Preview upcoming Autopilot campaigns: what Autopilot will send next, and what it already sent.
Reports
- Browse the reports catalog: which report answers which question.
- Read the executive summary report: the one to put in front of leadership.
- Run the Test Summary report: a single test's funnel.
- Run the Security Awareness Snapshot: a month-scoped, client-ready review.
- Review the security watchlist: who keeps clicking, and what to do next.
- Run the Course Enrollment report: completion for one course, and who's overdue.
- Run the Group Performance report: one group's resistance over time.
- Run the Autopilot (COTM) Campaign report: a client-ready Campaign of the Month write-up.
- Automate report delivery: email a report to stakeholders on a schedule.
Users and directory
- View users and groups: browse, search, and filter the read-only roster.
- Sync users from Microsoft Entra: connect a directory, pick groups, preview, confirm.
- Manage directory connections: run a manual sync, change scope, reconnect, disconnect.
- Authorize recipient domains: approve your users' domains so simulations can be delivered.
More
- Read What's New: the in-app changelog of recent Hook updates.
Don't see what you need?
Email support@hooksecurity.co. Your question is probably the next page we write.