Optimize your efficiency by creating Company Program Templates directly from your MSP Portal, enabling you to assign them to multiple companies simultaneously.
What is a Program Template?
MSP Program Templates consist of a collection of training assets and simulation templates specifically designed to facilitate the management of multiple Company Program Schedules and bulk onboarding of new users. This functionality is akin to the existing "Curriculums" utilized in Long Campaigns, but it is focused on streamlining the creation of Company Programs across various organizations.
How to Create a Program Template?
Access your Program templates list by navigating to your MSP Portal -> Library > Program Templates. Once you're on the list you can create a new program template by clicking on the "New Program Template" button.
To create a new program template keep in mind the following suggestions:
- Choose a name by clicking on the pencil icon next to the Program Template title.
- Add at least one training asset or phishing simulation to save a template.
- Set due dates for your training assets.
- You can select up to 10 simulation templates and 10 training assets per month.
- Training assets added to the Mandatory content section will be assigned to all users once the program template is delivered. (Learn more about this below).
Mandatory Content
The MSP Program Templates feature allows MSP administrators to assign one or more training assets to all company users before the program's first month begins. Once the Mandatory Content assets are allocated, they are automatically incorporated into the "Mandatory Content" guidelines, ensuring that every new user added to the company receives the same essential content as their peers.
How to assign a Program Template?
Program assignments can be executed through the Symbol Security API and MSP Portal. For further information about assigning program templates, please visit this article: How to assign program templates
Important: Editing or deleting a program template doesn't impact already assigned programs. If you want to update the content on already assigned companies then a new assignment action is required.