Bexxo platform help
Guides to set up the platform, manage your people, use PhishTrainer and report a suspicious email.
Where to start
For a first setup, follow these four steps in order.
- Receive simulations Allow the PhishTrainer sending domains and IP addresses, so that simulation emails reach your employees' mailboxes. Microsoft 365 Defender
- Synchronise the directory Connect your Microsoft Entra ID directory: accounts and groups are created and updated automatically, with read-only access. Sync Microsoft Entra ID
- Install the reporting button Your employees report a suspicious email in one click. The guide depends on the email client used; several tools can be combined. Outlook Microsoft 365 button Outlook for Windows add-in Gmail add-on
- Protect data Understand how your employees' data is encrypted in the browser, and what this changes for your organisation. Client-side encryption
Required rights
| Microsoft 365 Defender | Microsoft 365 Security Administrator, or an equivalent role |
|---|---|
| Microsoft Entra ID | Global Administrator, or roles that allow you to create a group and an app registration and to grant consent |
| Microsoft 365 Outlook add-in | Microsoft 365 global administrator or application administrator |
| Outlook for Windows | Administrator rights on each workstation |
| Gmail | Access to the Google Admin console, and a PhishTrainer administrator account to link the domain |
Compare the three reporting tools
| Microsoft 365 Outlook | Outlook for Windows | Gmail | |
|---|---|---|---|
| Email clients | Outlook on the web, new Outlook for Windows, Microsoft 365 Outlook desktop, Outlook mobile | Outlook 2016, 2019, 2021 and classic Microsoft 365 Outlook desktop, on 64-bit Windows | Gmail on the web and on mobile |
| Installation | Microsoft 365 admin center, for the whole organisation | MSI on each workstation: manual, silent or by Group Policy | Google Admin console, for the domain |
| Maximum size | 3 MB, can be sent without attachments | 10 MB, sending without attachments offered from 3 MB | 10 MB |
| Deletion after reporting | Administrator option | Administrator option | No, the employee deletes the email themselves |
All topics
Getting started
- First stepsUnderstand the tool, sign in, set up your profile, give colleagues access and run simulations ethically.
People and directory
- People and groupsAdd people manually, by CSV or from your directory, then bring them together in groups for your campaigns.
- Sync Microsoft Entra IDSynchronise your users and groups automatically, with read-only access.
Security and data
- Client-side encryptionUnderstand how your employees’ data remains unreadable on our servers.
PhishTrainer: setup
- Microsoft 365 DefenderDeclare the sending domains and IP addresses so that simulations are neither blocked nor filtered.
- Outlook Microsoft 365 buttonInstall the Report button for your Microsoft 365 organisation: permissions, tenant link, deployment.
- Outlook for Windows add-inInstall the add-in on Windows workstations: MSI, silent installation, Group Policy, workstation management.
- Gmail add-onInstall the reporting add-on for your Google Workspace domain: permissions, domain link, installation.
PhishTrainer: campaigns
- Emails, SMS, pages and sending profilesCreate the elements of a simulation scenario and personalize each message with variables.
- Create a campaignSet up, test, schedule and duplicate a simulated phishing campaign, with a pre-launch checklist.
- Results and exportsDashboard, results by campaign, group and person: what each indicator measures, CSV export and PDF report.
PhishTrainer: reports
- Reports and webhooksReporting sources (IMAP, Microsoft 365, add-ins), triage of suspicious emails and signed webhooks for your tools.
For employees
- Report in OutlookUse the Report button and understand each message in the PhishTrainer pane.
- Report in Outlook for WindowsUse the buttons in the “PhishTrainer by Bexxo” group, report one or several emails.
- Report in GmailUse the PhishTrainer add-on in Gmail and understand each message it shows.
Questions and support
- FAQ and troubleshootingAnswers about accounts, sending, results and data, and solutions to common error messages.
Didn’t find the answer? Contact us