Follow the steps below to schedule security awareness training (SAT). Training recipients will automatically be sent notification emails regarding their SAT enrollment, which will include links to their assigned modules and the completion date.

1. You can schedule security awareness training by going to Security Awareness Training > Overview or Security Awareness Training > SAT campaigns. Click Schedule SAT at the top right.


2. Enter the following details:

  • Name: The name of the campaign (maximum 30 characters).
  • Description (optional): A short summary of the campaign.

  • Send date: Date when users are enrolled and emails containing links to the campaign training modules are sent.

  • Completion date: Date by which training must be completed by users. Following the completion date, users will no longer be able to access the training.

  • Email manager if user fails a quiz (default: enabled): When checkbox is enabled, a user's manager will be notified if user fails a quiz or the module deadline has passed and user hasn't attempted the quiz. 

As you fill in the fields, the Campaign summary panel on the right updates automatically. When you're ready, click Next.


3. Select up to 12 training modules from the list to send to your recipients by selecting the checkbox or clicking on the row. 

Each module shows the following:

  • Quiz: If a module includes a quiz, a checkmark is included in this column. Assigning modules with quizzes means that at the end of the training module, the user is presented with a quiz and given three opportunities to pass the quiz. If the manager email notification setting is enabled, then the user's manager will be notified if the user fails the quiz on the third attempt or if the module deadline passes without the user attempting the quiz.

  • Subtitles: If a module has subtitles, the languages available are shown in this column.

  • Topics: Names of topics that are covered in the training. If you've added customized training modules, you'll see the topics Uploaded video and Uploaded pdf attached to these.

When you're ready, click Next.

4. Select the users or groups you want to enroll in the SAT campaign. As you select users/groups, the Campaign summary panel on the right updates automatically.

Note: If you don't see the Groups tab immediately, wait up to 15 minutes for synchronization between Microsoft 365 and the Platform to complete.


If you're selecting users:

The default selection is All users. 

If you want to select specific users, choose Select users, and check the applicable users in the provided list. 


If you're selecting groups:

Click on the Groups tab. The default selection is All groups. 

If you want to select specific groups, choose Select groups, and check the applicable groups in the provided list. 

Note: 

  • When your tenant is first connected to the Platform, our system takes up to 15 minutes to synchronize between Microsoft 365 and the Platform to populate the user/group list. If the initial attempt is unsuccessful, the sync is retried every 15 minutes until the list is populated.
  • Subsequent updates to the user/group list on Microsoft's side take approximately 24 hours to sync to the Platform. Our system checks every 15 minutes when the list was last synchronized with Microsoft 365, and updates the list if the last sync was more than 24 hours before.
  • If you select a group, you are also including all subgroups and their users.
  • If a user is not in any groups, they won't be included for training if you select All groups.
  • Hidden membership groups are not supported.
  • When you select groups, you will also see the total number of enrolled users under Groups enrolled in the campaign summary on the right. However, this number is not deduplicated across groups, i.e. the number will be higher than the number of unique users.
  • Auto enrollment applies, so all new users added to the selected groups in Microsoft 365 will be enrolled for training. If a user is removed from a selected group in Microsoft 365, they remain enrolled for training. Users are only removed from the training if they are removed from the Microsoft 365 tenant.


5. Click Schedule SAT. 

The newly scheduled security awareness training will appear in the SAT campaigns table. Read more in Managing SAT Campaigns.