Wizer Quick Start Guide

#1 - Add Users

Use one of the below options to add users:

Manually enter email addresses;
Upload a User CSV file for multiple email addresses;
Enable Single-Sign-On and upload User CSV;
Configure Automatic Provisioning available for Azure, Okta, OneLogin, and Google Workspace (request SCIM bearer token from Wizer Support).

#2 - Assign Tasks

Send an announcement email to your team;
Start with Annual Training. It covers all the basics and complies with SOC2 and CMMC;
Turn on the Monthly Video once you get the basics covered to keep training fresh;
Launch the Phishing Exercise to teach learners how to spot phishing;
Add focused training, such as Smishing or Work From Home, once a quarter;
Run a Phishing Simulation monthly, bimonthly, quarterly, or biannually to learn how well employees can spot and report phishing emails;
Share with your team the Policies that require acknowledgement and track who has done so.

#3 - Visit Learner Console

Have a look at the Learner Console. All the tasks for your team will be visible here.

Wizer Quick Start Guide - Visit Learner Console

#4 - Analyze Reports

The Dashboard provides you with both a high-level and a granular view of the results for all assignments. Track progress to adjust training to customize the experience and export reports as needed.

#5 - Check Reviews

Get insights on your team’s experience with the learning from their feedback in the Reviews section.

#6 - Check out our Knowledge Base

Looking for answers? Check the knowledge base or reach out to our support team.

Contact Support