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How to manage analytics viewer users

Updated

Creating an analytics viewer user

  1. You can delegate the analytics viewer permissions for a user using one of two approaches:

Go to the client settings and open the Analytics menu.

  1. Then, open either the Phishing Simulation or the E-Learning menu items on the left side, and select the Share button.

Analytics section in client settings showing left navigation menu with Analytics expanded. Phishing Simulation and E-Learning submenu items visible. Main area shows navigation and Share button for delegating analytics viewer permissions.

  1. Enter the user Email address and select Share.

Creating an analytics viewer user dialog. Input field with placeholder Search by email. Instructions to enter user email address and select Share button to grant analytics viewer permissions for the selected Phishing Simulation or E-Learning section.

Go to the client settings and open the Settings menu.

  1. Then, open the Client user roles menu and select + Add user.

Client user roles settings page on the Partner Platform with empty table and Add user button highlighted. Columns show Role, Email, First name, Last name, Language, Last active. State displays No users added yet.

  1. On the Add user page, select Analytics viewer.

  2. Enter the user Email address and select Add.

Add user dialog with role selection showing Client admin and Analytics viewer options. Analytics viewer is selected with checkmark. Email field contains example address. Permissions listed showing what users can and cannot do.

  1. The newly added analytics viewer user should now be listed under the Client user roles menu.

Client user roles page showing a table with one user assigned the Analytics viewer role. Columns display Role, Email, First name, Last name, Language, and Last active. Add user button in top right. Explanatory text describes admin and guest user permissions.

For simplicity reasons, we don’t require entering additional information like name and default language for the analytics viewer users.

  1. The new analytics viewer user should receive a welcome email from noreply@sosafe.de with the subject “Welcome to SoSafe Analytics“.

How to access analytics

  1. After the creation, you’ll receive a welcome email from noreply@sosafe.de with the subject “Welcome to SoSafe Analytics“

    1. Check your spam/junk folder if the email isn’t in your inbox within a few minutes.

E-Learning analytics dashboard showing Overview section with three KPI cards. Registration rate, Starting rate, and Completion rate each display 0.0 percent with circular progress indicators and descriptive labels.

b. On the welcome email, select Create password.

This password is used exclusively for accessing analytics. It cannot be used to automatically log in to other areas of the platform, such as the e-learning environment.

  1. On the welcome email, select Create password.

  2. On the page Welcome to SoSafe Awareness, enter a valid password and select Save password.

Welcome to SoSafe Awareness page with password creation form showing password field, visibility toggle, and confirmation requirements listed with checkmarks for 12 characters, uppercase letter, lowercase letter, symbol, and number.

  1. On the SoSafe Partner Platform login page (https://app.sosafe.de), enter the new login credentials and select Login.

SoSafe Partner Platform login page with information about the platform on the left and a login form on the right containing Email and Password fields and a Login button.

  1. On the Welcome to the SoSafe Partner Platform page, select Start to begin the MFA configuration.

  2. Follow the instructions and use the Authenticator app of your choice to activate MFA.

  3. On the All done! page, save the emergency backup codes, and select Done.

All done dialog for MFA configuration showing a phone and laptop with lock icons, a grid of backup codes to save, and buttons to download, print, or copy the codes.

  1. You are now logged in to the SoSafe Partner Platform and can start accessing the client analytics.

E-Learning page with campaign selection and Overview section. Three circular gauges show registration rate, starting rate, and completion rate, all at 0.0 percent. Descriptive text under each gauge. Downloads button top right.

The analytics viewer only has access to the analytics side menu options, but can view and download the data for all historical trainings.

Updating an analytics viewer’s data

  1. Go to SoSafe’s Partner Platform. In the top-right corner, select your analytics viewer name, and then Profile.

My profile page showing two sections. Left: My data with Salutation, First name, Last name, Email, Language fields. Right: Password section with Current, New, Confirm password fields and Multi-factor authentication status Active.

  1. On the page My profile,

    1. To change password, enter Current password and the New password

    2. To change other data, like display Language, enter the updated information in the corresponding fields

  2. Then select Save

    1. If the Multi-factor authentication confirmation window is shown, enter the authorization code sent to your authenticator app and select Submit.

Client user roles table showing one analytics viewer entry with delete icon highlighted in green at far right. Table has checkbox selection and columns for Role, Email, First name, Last name, Language, Last active.

Resetting an analytics viewer's password and MFA

Note: For security reasons, all analytics viewer user accounts must have Multi-Factor Authentication (MFA) active to log in to the SoSafe Partner Platform.

An Admin can reset the password and/or the MFA for an analytics viewer user.

  1. Go to the client settings and open the Settings menu.

  2. On the Client user roles, select the user (1) for the password and/or MFA reset.

Add user dialog with Client admin role selected and checkmark shown. Form contains Email field with example, First name Admin, Last name User, Language English dropdown. Permissions listed show what Client admin can do.

  1. Select Reset password (2), and then select Reset password to send an email with the password reset link directly to the user.

  2. Select Reset MFA (3), and then select Reset MFA to delete the existing MFA configurations.

Note: This MFA reset does not change the existing analytics viewer user’s password. But the next time this analytics viewer user logs into the Partner Platform, they will need to complete the MFA configuration process again.

Deleting an analytics viewer’s account

  1. Go to the client settings and open the Settings menu.

  2. On the Client user roles, select the delete icon next to the user to be deleted.

Client user roles page with table. Columns for Role, Email, First name, Last name, Language, and Last active. One user shown with Analytics viewer role. Reset password and Reset MFA buttons in top right. Delete icon marked next to user row.

  1. On the Delete user page, select Delete to confirm the deletion.

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