> For the complete documentation index, see [llms.txt](https://herd-security.gitbook.io/herd-security-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://herd-security.gitbook.io/herd-security-docs/getting-started/setup-user-training-leaderboard.md).
# Setup User Training Leaderboard
## Overview
Your organization can view live leaderboards, track performance, and celebrate achievements directly within Slack. These leaderboards will foster visibility, engagement, and motivation across the company. This guide explains how to set up the training leaderboard and access it through Slack Canvas.
### Connect Slack
Login to the Herd Console, open **Settings** from the left-hand sidebar, and switch to the **Integrations** tab — the Slack card lives in the **Messaging** section.
Before setting up the leaderboard, press **Connect** on the Slack integration to ensure that your Slack workspace is connected to Herd. Connecting Slack enables Herd to communicate with your workspace, manage permissions, and send real-time leaderboard updates.
Once connected, you can sync your Slack users with Herd using the **Sync Users** button. This ensures that every member of your Slack workspace is properly linked to their Herd profile, allowing accurate tracking of points, achievements, and participation in assigned trainings.
Expand the **Canvas Leaderboard Configuration tab** to see the following instructions
### Canvas Leaderboard Configuration
The Canvas Leaderboard feature displays a live, automatically updating leaderboard inside Slack. This allows everyone in your organization to see the current standings - both monthly and all-time.
The setup process only takes a few minutes.
#### Automatic Setup
Follow these steps to configure your Slack Canvas leaderboard:
1. **Ensure Slack is connected** using the steps above.
2. **Choose/create a Slack channel** where everyone will be able to view the leaderboard.
3. Once you choose that Slack Channel, **Invite the Herd bot** to that channel:
* Type `@Herd` in the message box and press **Enter.**
* Click **Invite to Channel** when prompted.
4. **Copy the Slack Channel ID**:
* Navigate and click on the Name of the chosen Channel to provide channel details.
* If you're not there already, click the **About tab.**
* Scroll to the bottom to find the **Channel ID**. There should be a channel to copy that **Channel ID** information.
5. **Navigate back to the Herd Console. Paste the Channel ID** into the configuration form in Herd and click **Create Leaderboard Canvas**.
Once created, the leaderboard will appear as a tab called **Herd Leaderboard** within the selected Slack channel and will automatically update as team members earn points.
Within Herd, you can set how many users appear on the leaderboard. Enter your desired number of participants, then click **Save Limit** to apply and store your preferences.
If there are users or accounts you want to exclude from the leaderboard, you can do so by **entering their email addresses and click Add**. These users will continue to earn points but will not be displayed publicly on the leaderboard.
{% hint style="info" %}
**Beyond points: training streaks.** Members also build a **training streak** by completing each assigned training on time (see [Member Dashboard](/herd-security-docs/getting-started/member-dashboard.md#training-streaks)). Streaks show on each member's personal dashboard in Slack and Teams, and you can ask the Herd bot for a streak-ranked leaderboard — for example, *"who has the best training streak?"*.
{% endhint %}
***
## Channel Leaderboards
Beyond the main training leaderboard, you can create additional **Channel Leaderboards** - separate leaderboards that each live in their own Slack channel. Click **Add Canvas** to open the **New Canvas** form, then choose a **Type**:
* **Training leaderboard** - ranks members by training points. You can optionally filter it to specific trainings (leave the selection empty to include all trainings).
* **Phishing leaderboard** - ranks members by the points they earn from phishing simulations.
* **AI Coach leaderboard** - ranks members by the points they earn from AI Coach activity.
Give the canvas a **Name** (for example, *Phishing Defenders*), paste the **Slack Channel ID**, then click **Create Canvas**. Each canvas appears in your list with its channel and a **View in Slack** link, and you can edit or remove it at any time.
### The phishing leaderboard canvas
A phishing leaderboard canvas keeps your team focused on spotting and reporting suspicious emails. Points are earned through phishing simulations:
* **+5 points** - Report a phishing simulation
* **+1 point** - Receive a phishing simulation and don't click
* **0 points** - Click the link (these are still tracked in a **Caught** column for context)
The canvas shows both a **monthly** board (which resets each month) and an **all-time** board, with columns for rank, name, points, reports, avoided, and caught.
#### Team view
If your organization has groups configured, the phishing leaderboard canvas also includes a **Top Teams** view alongside the individual rankings. Teams are ranked by **average points per member**, so smaller and larger teams compete fairly. Each row shows the team's average points and an **Active / Total** count, making it clear how many members have contributed points relative to the team's full size. The team view appears automatically for both the monthly and all-time boards once groups exist - if your organization has no groups, it's simply omitted.
{% hint style="info" %}
Both the individual and team scoreboards refresh automatically about once a minute, so standings stay current as your team reports and avoids simulations.
{% endhint %}
***
## Public Phishing Leaderboard
In addition to the Slack canvas, Herd hosts a **public phishing leaderboard** web page that your team can open in a browser. This page shows your organization's phishing leaderboard with **All time** and **This month** views.
Because the page lives outside the Herd Console, viewers must prove which organization they belong to before any standings are shown. When someone opens the page, they're prompted to **Sign in to view the leaderboard** with one of two options:
* **Sign in with Slack**
* **Sign in with Microsoft Teams**
Viewers should sign in with the same account they already use for Herd. Herd matches the signed-in workspace (Slack) or tenant (Microsoft Teams) to your organization and shows only that organization's leaderboard - there's no way to view another organization's standings.
{% hint style="info" %}
For sign-in to work, your Slack workspace or Microsoft Teams must already be connected to Herd. If a workspace or tenant can't be matched to an organization, the viewer is asked to have their admin confirm the Herd integration is installed.
{% endhint %}
***
## Channel Activity Feed (Slack)
Beyond leaderboards, Herd can post a running roll-up of **wins** — training completions, track completions, points, and reported phishing/smishing/WhatsApp lures — to a Slack channel of your choice. Configure it under **Settings → Integrations → Slack → Channel Activity Feed**:
* **Slack channel** — pick the destination (invite the Herd bot to the channel first).
* **Post frequency** — **Hourly**, **Daily**, or **Weekly**. Every post is a single roll-up of everything since the last one — the bot never posts one message per event.
* **How people are named** — **Plain names (no notifications)**, the default, or **@-mentions** if your team wants the ping.
* **What to broadcast** — pick which win types are included, and whether posting is limited to business hours.
Only wins are ever broadcast: clicks, failures, and missed deadlines are never posted to a shared channel. Use **Post a sample** to see the format before turning it on.
***