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Updated Reporting Admin Permissions

This article details the permissions recently updated for the Reporting Admin role within a single company setup. These updates focus on providing deeper visibility into program structures, assignment tracking, and asset details.

Company Program Visibility
Reporting admins now have expanded access to oversee the company’s learning and compliance strategy:

  • Program Overview: Ability to see the full company program and the specific content scheduled for each month.
  • Mandatory Tracking: Ability to see which training courses and policies have been designated as mandatory.
  • Workflow Monitoring: Access to the list of corrective workflows (without the ability to modify).
Assignment Management & Reporting
Enhanced tools for tracking user progress and managing communication for existing assignments:
  • Training Reminders: Ability to send reminders to users who have overdue or pending training assignments.
  • Queue Visibility: Access to the Training Queue to see all assignments scheduled for future dates.
  • Advanced Filtering & Exporting: Ability to filter and export assignments (Training, Policies, Threat Simulations, and Assessments) to CSV for external analysis.
  • Document Review: Ability to preview policy documents that have been signed by users.
Library and Asset Insights
Reporting admins can now view the full details of available assets within the company library:
  • Phishing Templates: Access to the phishing templates list, including the ability to search, sort, and view full template details (email content and landing pages).
  • Policy & Assessment Details: Ability to see lists and detailed pages for policy documents and generated assessments.
Reported Phishing
  • Export Capabilities: Ability to view, filter, and export the list of all emails reported by users to a CSV file.