Organisation settings

Click Settings in the sidebar. The page has two main cards: Organisation Profile and AI Research Tools.

Note

Anyone whose role includes viewing settings can open this page. Only people allowed to edit settings can save changes. By default, that’s people with the Organization Admin role. Someone whose role only lets them view users or roles also sees Settings, but the page shows them just the Users & Roles section. See Users and roles.

Update your organisation’s details

1. Under Basic Information, check or change:
   • Organisation Name (required).
   • Primary Email: your organisation’s main contact email address (required). Each organisation needs its own. If another organisation already uses the address, you’ll see Another organisation already uses that primary email. Use a different address.
   • Business Location: for example, Sydney, Australia (required).
   • Website: type the address without https://, for example example.com. OutPhish adds the https:// for you.
2. Click Save Changes.

These details are used in a few places:

• Primary Email sets your organisation’s email domain (the part after the @). You can only invite colleagues whose email address uses the same domain.
• Research with AI starts from your organisation name, location and website. See Help OutPhish personalise test emails below.
• Harder test emails draw on more of your organisation’s details, such as its name, email address and location, so they look more convincing.

Set your timezone

1. Under Timezone, choose your city. Cities in Australia and New Zealand are listed first, then the rest of the world. Each one shows its current offset from UTC (Coordinated Universal Time, the world’s reference time).
2. Click Save Timezone.

OutPhish uses your timezone to:

• show dates and times in your local time, such as the Next scheduled date on the Campaigns page and the time in emails telling you a staff member failed a test
• work out calendar months for the figures on your Home page and in monthly reports
• give test emails the right local date and time
• choose which version of the staff training a staff member sees first. Australia and New Zealand get the Australian version, the UK and Ireland get the UK version, and the United States gets the US version. Staff can switch versions using Course region on the training page.

For how and when tests are sent, see Schedule tests.

Manage users and roles

If your role lets you manage users, the Users & Roles section lists the people who can sign in to OutPhish for your organisation. This is where you invite colleagues and choose what they can do. See Users and roles.

Restart the getting started guide

Under Getting Started Tutorial, click Reset Tutorial. The getting started guide appears again the next time a page loads. This only affects your own sign-in, not your colleagues’. See Getting started guide.

Help OutPhish personalise test emails

The AI Research Tools card holds what OutPhish knows about your organisation. OutPhish uses it to write test emails that feel like they came from your world, such as a supplier you really use.

After you sign up, OutPhish researches your organisation once and fills in what it finds. You can edit it at any time.

Note

On the 14-day Trial (offered outside Australia and New Zealand), the Research with AI buttons are locked and the card shows Standard Required. You can still type the details in yourself. See Subscription and billing.

Organisation Description

A few sentences about what your organisation does.

1. Type or edit the description. Mention your industry and the products or services you offer.
2. Click Save Changes. The Settings page reloads with your new description.

To have OutPhish write it, click Research with AI under the description. OutPhish searches the web for public information about your organisation, using the name, location and website from Basic Information. The button shows Researching… while it works. When it’s done, the page reloads with the new description, which replaces the old one.

If the research doesn’t find anything, you’ll see Research found nothing new, so your details are unchanged.

Additional Data Points

Specific details that make test emails more realistic, grouped into categories. For example, a category called Software we use with the details Xero and Microsoft 365.

• Add a category: click the + button next to any category. A new, empty category appears at the bottom. If you have no categories yet, the list shows No categories yet. Click + to add one. with a + button.
• Name a category: type in the box at the top of the category.
• Add details: click in the box under the category name, type a detail and press Enter. Repeat for each detail.
• Remove a category: click the bin button next to it.

When you’re finished, click Save Changes under the list. The page reloads.

You can have up to 10 categories. A category with no details in it isn’t saved. To clear the list, remove every category and click Save Changes.

Research with AI under the list works the same way as for the description. Whatever it finds replaces all your current data points.

Ask to manage clients (IT providers)

If your organisation is an IT provider (MSP) that looks after other businesses, you may see an Are you an IT provider? card. Click Ask to manage clients to send us a request. See How MSP accounts work.

Change your own name, email or password

OutPhish doesn’t have a page for changing your own name or sign-in email address. If one needs changing, contact us through Help and support. See Get help.

To change your password, sign out and use Forgot password? on the sign-in page. See Signing in. A colleague who manages users can also send you a password reset email.