Send Instructor lessons with the Actions menu

Overview

If you have an Code42 Instructor product plan or an Incydr product plan that includes Code42 Instructor, you can send lessons directly to users from Incydr. This article describes how to use the Actions menu to send Code42 Instructor lessons to users and the configuration needed to set it up.

Considerations

• This functionality is available only if you have a Code42 Instructor product plan or an Incydr product plan that includes Code42 Instructor. Contact your Customer Success Manager (CSM) for assistance with licensing. If you do not know your CSM, contact our Technical Support Engineers.

• To allow email from Code42, ensure that code42.com is added to your email server's allowlist. If you suspect that email is not arriving from Code42, contact our Technical Support Engineers.

Before you begin

Verify that the following are configured correctly:

• The lesson video uses the correct URL. If you have downloaded and integrated Code42 Instructor lessons into your learning management or training system, you can enter the URL used by that system for each video. Incydr then inserts a link to this URL in the message when you send a lesson to users.
• The message text is customized as needed for your organization's culture and contact details.
• Your security analysts have one of these roles: Insider Risk Admin, Insider Risk Analyst, Insider Risk Read Only, or Insider Risk Respond. Only these roles contain the permissions required to send Code42 Instructor lessons to users with the Actions menu.
• Your security analysts' browsers or endpoints are set up to open mailto: links in their preferred webmail or desktop email client.

Send an Code42 Instructor lesson

1. Sign in to the Code42 console.
2. Access the user profile or alert notification.
   • You can open a user profile in a number of ways:
     • Go to User activity > All users, then select View profile from the Actions  menu to open that user's profile.
     • Click View profile when it appears next to a username in the Code42 console.
     • Click a hyperlinked username in the Code42 console.
   • Go to Actions > Review alerts and then select the notification from the list.
3. From the Actions menu, select Send user an Instructor lesson, then select the lesson to send from either the Responsive lessons or Situational lessons list.
   Code42 creates a new email message, copies the message text for that lesson into it and inserts the appropriate URL, and then sends the message to the user.

Related topics

• Introduction to Code42 Instructor 
• Code42 Instructor product plans 
• Code42 Instructor release notes 
• User Profile reference