Zurich Cyber Security Awareness: How to manage users
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User management user creation
User email addresses uniquely identify each user in the Zurich Cyber Security Awareness Platform and are needed to provide access to the E-learning platform and send Phishing Simulations.
You will see two configuration options the first time you access User management.
Warning: Only one user management method can be active at a time.
To switch methods, you must first delete all existing users from the current setup.
This action is irreversible and will permanently erase all user data, including training history and reporting.
Integrate with user provisioning systems
Automatically sync users from Microsoft 365 or Google Workspace.
Benefits:
Hands-off user management with real-time sync
No need for manual updates or Excel uploads
Ideal for keeping user data consistent and up to date
Considerations:
Requires correct setup of permissions
Less granular control over individual user entries
How-to guide:
Zurich Cyber Security Awareness: How to automatically manage users
Upload user data manually
Add users manually or via Excel file.
Benefits:
Full control over which users are added and when
Flexible setup for clients without centralized identity systems
No integration permissions required
Considerations:
Requires ongoing manual updates
Higher risk of outdated or incomplete data over time
How-to guide:
Zurich Cyber Security Awareness: How to manually manage users
Privileged users
In addition to the standard users who receive E-learning and Phishing Simulation trainings, there are also two types of privileged users designed to support client-side administration and visibility:
Analytics Viewer
Read-only access to real-time analytics dashboards and client KPIs
Can download reports and data exports for internal analysis
Ideal for stakeholders who need visibility into training results but don’t manage configurations
How-to guide:
Zurich Cyber Security Awareness: How to manage analytics viewer users
Client Admin
Full administrative access to all client-related features, including:
User management
Awareness training setup and adjustments
Company data and preferences
Subscription management is excluded: client admins cannot modify the number of licenses and the package selection
How-to guide:
Zurich Cyber Security Awareness: How to manage client admins