Chapter 4: Create SMB

SMB Introduction

SMBs (Small- and Medium-Sized Businesses) are privately owned businesses. A business with 100 or fewer employees is small-sized, while one with 100-999 employees is medium-sized.

Steps to create an SMB organization

You can create an SMB organization from the parent organizations dashboard or Organizations page.

1. Log in to the BullPhish ID portal.

2. Go to Dashboard or the Organizations page and click + Add SMB Organization.



3. Fill in the required fields:

  • General:
    • Is Active?: SMB users of inactive organizations cannot log in to the BullPhish ID portal and send emails to phishing/training campaigns.
    • SMB Name: Provide the SMB organization name.
    • Industry: Select the type of industry of the SMB.
    • Employee Count: Provide the employee count. You can select ranges from 1 to 251+
  • Subscription Utilization: You can enable Phishing Simulation and Training & Awareness subscription from here. Make sure to enable these subscriptions, or else you cannot add targets for SMB organizations.


4. In the bottom-right corner, click Save.


On the organization's Settings page, you can see the activity of all your organization users; you can also manage and add users to your organization.

SMB user types:

  • SMB privileged users: Can create and manage content, create phishing/training campaigns, sending profiles, targets, and groups for their SMB organization. Also, they can view reports, create report automation, etc.
  • SMB standard users: Except for downloading reports, SMB standard users have read-only access to each functionality of the BullPhish ID portal. These users can view campaign details, a list of available kits/ courses, etc. Cannot remove users. 

To add a user to an SMB organization:

  1. Log in to the BullPhish ID portal.
  2. Do one of the following:
    • On the Dashboard, select the SMB organization.
    • On the Organizations page, select the SMB organization.
  3. In the upper-right corner, click Add SMB User.
  4. Click + Add User.
  5. Complete the First Name, Last Name and Email fields.
  6. In the Account Type list, select Standard User or Privileged User.
  7. To enable access to Phishing Simulation and/or Training functionality, select Yes for desired option.
  8. Click Save. Or, to save and send a welcome message to the user, click Save and Send Welcome Email.

Note: SMB organizations can assign SMB users to log in with IT Complete under organization settings. To do so, log in to BullPhish ID portal > Organization Settings > Enable IT Complete.

You can connect only one single organization to one IT Complete/K1 organization. When you try to connect several organizations, a warning message will alert you that "another organization has associations with this account." 


  • On the SMB dashboard, the Edit and Delete buttons are in the upper-right corner.
  • On the Organizations page, hover over the SMB organization and the edit and delete icons are displayed at the end of the row.


The Targets & Groups module allows you to create lists of email recipients or targets for your campaigns. Before adding a target to a group, a target must be created. Groups can be used across the Training module. 


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