Adding, editing, and deleting targets

This article includes the procedures for adding and editing targets in BullPhish ID.

NOTE  A video tutorial is available at the end of this article.  

Prereqs:

  • A partner administrator, partner agent, and privileged user can add, edit, activate, deactivate, and delete targets.

Target

In BullPhish ID, the employees to whom you send phishing and training campaign invitations are called targets.

Before you can conduct a phishing or training campaign, you have to add your targets to BullPhish ID and then add those targets to a group.

There are three ways to add targets to BullPhish ID:

IMPORTANT  For BullPhish ID accounts created before July 4th, 2023: Targets added to a group, either manually or by directory sync, can be added to an on-going training campaign automatically by enabling the Continuous Target Sync feature.
For new BullPhish ID accounts created after July 4th, 2023: Continuous Target Sync functionality is automatically enabled and cannot be disabled. Therefore, the Continuous Target Sync toggle is not available for these accounts. See the article, Adding new targets to ongoing training campaigns.

This article focuses on adding targets individually from the Targets page and editing targets.

Target Status

The ability of a target to access the training portal or participate in a scheduled campaign is determined by the target’s status: Active or Inactive.

  • Active: Target can access the training portal and participate in scheduled campaigns. Active is the default status when a new target is added. You can deactivate (make inactive), delete, or edit a target whose status is Active.

IMPORTANT  A target that is synced through a directory sync cannot be deleted in BullPhish ID but you can deactivate the target manually or through directory settings. If a target is deleted from an organization's directory resource, the Directory Sync Preference configuration determines how synced targets are handled in BullPhish ID. Refer to the article, Adding a directory sync.

  • Inactive: Target cannot be added to a group, access the training portal, or participate in scheduled campaigns. You can activate (make active), delete, or edit a target whose status is Inactive.

How to...

  1. In the navigation menu, select Targets & Groups > Targets.
  2. In the upper-right corner, click the + Add Target button.

  3. In the Add Target modal, complete the following fields:
    • Associated Organization: Select the name of the organization for which the target will be associated.
    • First Name: Enter the target’s first name.
    • Last Name: Enter the target’s last name.
    • Email: Enter the target’s email address.
    • Position: Enter the target’s position at the company.

  4. In the lower-right corner, click Add.

  1. In the navigation menu, select Targets & Groups > Targets.
  2. In the Targets table, select the check box for each desired target.

NOTE  To select all targets, select the check box in the header row.

  1. Above the table, click the desired button.

IMPORTANT  A target that is synced through a directory sync cannot be deleted in BullPhish ID but you can deactivate the target manually or through directory settings. If a target is deleted from an organization's directory resource, the Directory Sync Preference configuration determines how synced targets are handled in BullPhish ID. Refer to the article, Adding a directory sync.

  1. In the confirmation modal, click the Confirm button.

NOTE  You can activate a target that you previously deactivated.

  1. In the navigation menu, select Targets & Groups > Targets.

  2. For the desired target, in the last column, click the Edit icon.
  3. Make the desired edits and click Apply.

Tutorial: Targets & Groups

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