Users

The Users page displays all users added as recipients to FortiPhish. You can import, edit, delete, or view detailed information for each user.

• Importing users via CSV

• Editing user details

• Deleting a user

• Viewing user information

Importing users via CSV

You can perform a bulk import of recipient users into FortiPhish using a CSV file.

1. Click CSV and select Download CSV template. The user template file is downloaded to your computer.

2. Enter the required recipient information in the template.

   Field Name	Description
   First name	The recipient's first name.
   Last name	The recipient's last name.
   Email	The recipient's primary email address.
   Position	The recipient's job title or position.
   Department	The recipient's organizational department.
   Manager	The email address of the recipient's manager.
   Department Lead	Set as 1 (for Yes) or 0 (for No). The Department field must be configured for a user to be set as a department lead.

3. Click CSV and select Import CSV. The Upload CSV dialog opens.

4. Upload the prepared CSV file. The new recipient users are automatically added to FortiPhish.

   A maximum of 10,000 users can be imported per CSV file.

Editing user details

To update the details of an existing recipient user:

1. Navigate to Recipients > Users.

2. Click the Edit icon next to the user whose details you wish to modify.

3. Update the necessary user information including in the dialog that opens.

4. Click Submit to save the changes.

For users imported via Azure AD, LDAP, or SCIM, only the Is department lead? field is editable. To make changes to other fields, you must modify the user information in the respective client (Azure AD, LDAP, or SCIM) and then perform a synchronization.

Deleting a user

To delete a user:

1. Navigate to Recipients > Users.

2. Click Delete icon next to the user you want to delete. Only users with Others or Manually in the Created field can be deleted directly from FortiPhish.

3. In the confirmation pop up, click Yes.

4. To bulk delete users, select the users you want to delete and click Delete button on top left.

Users imported via Azure AD, SCIM, or LDAP cannot be deleted directly within FortiPhish. To remove these users, you must delete them in the source client (Azure AD, SCIM, or LDAP) and then perform a synchronization after a few minutes. If the Azure AD, SCIM, or LDAP client is removed from FortiPhish, the imported users will remain but their Created field will be updated to display Others. Once marked as Others, these users can be deleted in FortiPhish. If you edit the details of a user marked as Others (after the client was deleted), the Created field on the Recipients > Users page will change from Others to Manually. Changes made to a user will also be reflected in any groups they belong to.

Viewing user information

To view detailed user information:

1. Navigate to Recipients > Users.

2. Click View User icon next to the user you want to view.

3. User Profile page is displayed. See User Profile.