How to Create and Manage Groups. Dynamic group "Phished Users"

The article provides a comparison between departments and groups, with a specific focus on the functionality of the "Phished Users" group. It includes a step-by-step guide on creating, modifying, and deleting groups, adding users, and assigning tasks

Groups definition

Departments can be structured to mirror your organization's hierarchy, such as Marketing, Sales, or Finance, and can be synced with Single Sign-On (SSO) systems.

Groups allow for segmentation of users based on specific criteria like language, geographic location, or susceptibility to risks—for instance, creating groups for Spanish-speaking employees, those in Europe or Latin America, or users who have been successfully phished. Users can be dynamically added to or removed from these groups at an administrator's discretion.

"Phished Users" Group

Users who fall for the simulation campaign are dynamically added to the automatically created "Phished Users" group. For more insights on Phishing Simulation, explore our related articles here.

Creating Groups

Access the Groups by navigating to the left side-bar menu => Users => Groups. 

Click on the "New Group" to create a group. Edit the name and click "Create Group" to save the changes.

Assigning Users

To assign users to a group, click on the desired group from the list and then choose the "Assign Users" option.

Select users and click on "Assign to the Group".

Managing Users

Once users are added, they will appear in the group's list. You can then select individual users using the checkmarks beside their names to send reminders, remove them from the group, or disable accounts, using the corresponding action buttons located at the top-right of the page.

Managing Groups

In the Groups list, you can manage group actions as follows:

• Send reminders to users within a group
• Edit the group's name
• Delete the group

These actions can be performed by clicking the corresponding icons located on the right side of the selected group's entry.

or by selecting a specific group from the list:

Assigned Users Report

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