Managing Groups

[shivam.patel]

Managing Groups

Table of Contents

• Introduction
• Create a Static Group
• Create a Dynamic Group
• Edit an Existing Group
• Delete a Group

Introduction

To create or manage groups, navigate to Learners > Groups. There are two types of groups available:

Static Group: Membership of a static group is managed manually. Admins will need to add or remove learners as needed. Groups created when importing learners via CSV or using Active Directory Synchronizer will be created as static groups.

Dynamic Group: Dynamic Groups allow learners to automatically be added to or removed from a group based on attributes in their learner profile or other metrics such as phished count. Dynamic Groups can help you to better target PhishSim and AwareEd Campaigns or identify potential risk points within your organization.

Note: Dynamic group membership is updated at the top and bottom of every hour. When creating or updating dynamic groups please allow up to 30 minutes for the group to populate or update.

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Create a Static Group

1. Hover over the New Learner Group button and select Static.
   
   
2. Enter a name for the group.
   
3. Optional: If you would like to create a new learner and add this learner to the group, fill out the fields in the section labeled “Add New Learner Manually” and click Add Learner. Learners added in this way will not be created unless you save your Group.
   
4. In the “Select Learners” section, move learners between the Available Learners and Selected Learners lists by clicking on the learners you wish to move. Only learners in the Selected Learners list will be added to your Group.
   
   
5. Click Save to create the group.

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Create a Dynamic Group

Follow the steps below to create a Dynamic Group.

1. Hover over the New Learner Group button and select Dynamic.
   
   
2. Enter a name for the Group.
3. Filter Relationships control how multiple filters interact. Selecting “And” means that all conditions must be true for a learner to be added to the group. Selecting “Or” means the learner will be added to the group if any of the conditions are true.
4. Add at least one filter by filling out the Field, Operator, and Values options, and then click the plus button. More than one filter can be selected, and unwanted filters can be removed by clicking the x button.
   
   
5. Click the Load Preview button to ensure that the filter works as intended.

Note: You must press the Process Learner Preview button to update the preview list whenever updating filters or changing filter relationships.

6. Click Save to create your group.

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Edit an Existing Group

Follow the steps below to modify an existing Group.

1. Hover over the Group you wish to modify and click the pencil button.
2. Update the group name, members, or other settings.
3. Click Save when finished.

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Delete a Group

Follow the steps below to delete a Group.

1. Hover over the Group you wish to delete and click the trash button.
2. Click Delete in the popup window to confirm deletion.

Note: Groups that are enrolled in an existing PhishSim or AwareEd Campaign, past or present, cannot be deleted. When attempting to delete a group that is enrolled in a Campaign, a message will be displayed indicating which campaign(s) the group is enrolled in. All campaigns listed must be deleted before the group can be deleted.

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