Engage - Configuring Account General Settings

This article describes how to configure your Engage account settings and is intended for Administrators.

Also see:

• Changing Your Local Language for information on how your End Users can configure their language preferences.
• Configuring SSO For End Users
• Managing Employees

Configure Administration Preferences

You can configure your Administration Preferences by using the following steps:

1. Log on to Engage.
2. Navigate to Settings | General Settings.
3. Complete your General Settings, as shown below:

Field / Option	Description
Select Default User Groups	Select up to 50 unique Groups across Active Directory who will receive scheduled modules. To select a group, click the Select Group button. Then, in the pop-out panel, click on either: Active Directory Groups tab to select a group of users defined in your Active Directory. Click on each Group or Subgroup to apply them to your selection. You can also enter part of a group's name in the Search field and press the Enter key to find the required Group. The applied groups are instantly listed in the Select Default User Groups panel. Once all the necessary groups have been selected, close the side panel and click Save. You can review your chosen Group list by using the in-panel scroll. If you wish to remove any selected groups, click on the Delete icon. Mimecast Directory Sync pulls all users of Engage from your Active Directory. You will not be able to save if your selection exceeds 50 groups. LPAD/Active Directory groups are supported. It is recommended that each user email address be present in a Mimecast Local Profile Group, or Directory Group. Sending to a Distribution List is not recommended, as the Distribution List is treated as an individual email address. Results will be aggregated for the Distribution List email address and not for the users that are part of it.
Select Inactive User Group	Specify a group of users excluded from receiving Engage notifications from training modules, phishing campaigns, and reminders. Click in the Awareness Training Groups field. Click on the Active Directory Groups tab to select a group of users defined in your Active Directory. Select the required Group, and click on the Save button. If you wish to exclude the selected inactive user groups from your Engage analytics, check the Exclude Inactive User Data box and click on the Save button. If this is checked, all the users in this Group will automatically be hidden on the platform and their data excluded from performance analytics. Please note this is not available in Cloud Integration, and for full details, see the Managing Inactive Users article.
Reply To and Source Email Addresses	Use this option to replace the default postmaster@<yourcdomain>.com email address used in messages and alerts with another email address. If set, replies from recipients are sent to the specified address. You can set this option by using the following steps: Enter the required Email Address. Optionally select the Use This Email as Source Address option to change the source address in the message header. Click on the Save button.
Email Recipient Name	Select the name for the module and phishing emails sent to users. See the Specifying Custom User Email Name page for further details.
Industry Benchmarking	Select the organization type from the drop-down that describes your company's business.
Training Acknowledgment	Controls whether an acknowledgment is sent to users to confirm they've read and understood your security awareness policy. If selected, click the Edit Acknowledgment button to customize the acknowledgment. Up to 300 characters can be specified. Acknowledgments can be viewed by exporting your data by navigating to Reporting & Insights | Compliance Center / User Performance Details and selecting Export Data.
Data Privacy Policy Alert (OPTIONAL SETTING)	Per our General Terms, our customers must have the necessary consent and notifications (if applicable) for processing personal data. Therefore, please check if data protection regulations (e.g., Australia Data Privacy Act, CCPA, GDPR, POPIA, or PIPEDA) require such consent and notifications to users and apply this setting to your organization accordingly. Once checked, your users will be prompted to acknowledge the Privacy Statement the first time they log in to the Awareness Training platform.
Schedule Email Sending	Select a time window when emails, alerts, and notifications are sent to users.
Suspend Email Options	Specify your company's communication preferences by selecting which emails are sent to your users: All Assignment Emails: Suspend Training notifications for Company-Wide and Targeted Training queues, as well as New User Notifications.  Company-Wide Training Queue Emails: Suspends Training notifications for Company-Wide Training Queue as well as New User Notifications. Targeted Training Queue Emails: Suspends Training notifications for Targeted Training Queue.
IP Exclusion List	Allows you to exclude clicks from an individual IP address or a range of IP addresses to prevent false-positive phishing test failures. You can enter individual IP addresses or ranges in CIDR notation to be excluded from tracking. Any clicks from blocklisted IP addresses will be excluded from the phishing simulation data.
Company Logo Configuration	Allows you to specify your company logo and control how it is applied. The configuration is performed in the Mimecast Administration Console. See Configuring Custom Branding.