Volunteers of America Southeast Louisiana

What Is a Team Dashboard?

Team Dashboards are designed for managers to view information about their team, such as their team's training progress, phishing results, and Team Risk Score.

Step 1:  Login to your KnowBe4 account at https://training.knowbe4.com

Step 2:  Once logged in, click on Team Dashboard

Step 3:  Under the Team Dashboard section, you can find training and phishing information on your team

Select A Team

If any of your direct reports are managers, the Select a Team section will display on your dashboard. The Select a Team section allows you to choose which team you want to view on the Team Dashboard. In addition to your team, you can view the Team Dashboard for up to three levels of managers below you in your organization's management hierarchy. You will not be able to select an individual user from the Select a Team drop-down menu.

1. Select a team…: Use this drop-down list to select the manager whose team you want to view on the team dashboard.
2. View: Click this button to load the team dashboard for the selected team.
3. Reset: Click this button to reset the team dashboard to your team.

Team Details

The Team Details for the Last Year section includes information such as the number of team members who have overdue training, have enrolled themselves in optional learning content, or have received a Phishing Security Test (PST).

Depending on your organization’s preferences, you may also see a list of your team members. To view more details for a specific team member, you can click on their name.

1. Training Overdue: This filter includes each team member who has training assignments that have passed the due date but can still be completed.
2. Training Due Soon: This filter includes each team member that has training assignments due within the next seven days.
3. Completed Training: This filter includes each team member that has completed all of their assigned training within the last year.
4. Optional Learning: This filter includes each team member who has enrolled themselves in optional learning content from their library within the last year. 
5. Phishing Failures: This filter includes each team member along with their total number of phishing failures and reported PSTs within the last year.

Note: Each member can only receive one phishing failure per PST, even if they had multiple failures.

Training Process

The Training Progress section displays the percentage of training assignments that your team has completed within the last year. This percentage does not include any optional learning content your team members have completed. 

Phishing Test Results

The Phishing Test Results section includes a summary of your team's PST results within the last year.

For more information about each of the three possible results, see the list below:

• Failed: This result shows the number of times that your team members have failed a PST. Failures include clicking on links, opening attachments, enabling macros on attachments, or entering data on a landing page.
• Reported: This result shows the number of times that your team members reported the Phish Alert Button (PAB).
• Not Reported: This result shows the number of times that your team members received a PST but did not fail the PST or report it.

Team Risk Score

The Team Risk Score section displays your team’s current Team Risk Score. This score is based on factors such as your team's PST results and completed training. For more information, see our What Is a Personal Risk Score? article.