Getting Started with the User Groups Module in RESPONSUM

The User Groups module in RESPONSUM allows you to group users for more effective management and targeted training. By creating employee groups, you can run focused phishing campaigns, track eLearning progress, and easily identify weaker links within your organization. This guide will walk you through how to set up both manual and smart user groups.

Pre-requisites to Get Started

Before getting started with the User Groups module, ensure the following:

1. User Permissions: Verify that you have the necessary permissions to access and configure user groups in RESPONSUM. Contact your administrator if required.
2. User List: Have your employee list up-to-date in the system, as this will be crucial for creating groups and assigning employees.
3. Clear Grouping Objectives: Identify the purpose of the groups you want to create. Will they be used for eLearning tracking or phishing campaigns?
4. Smart Group Criteria: If creating Smart Groups, define the parameters or constraints that will dynamically group employees.

Fast-track to Brilliance

Ready to start grouping employees quickly? Follow these fast steps to create user groups in RESPONSUM:

1. Access the User Groups Module: Navigate to Awareness > Learning > User Groups.
2. Create a Manual Group: For fixed groups, manually add employees to the group.
3. Create a Smart Group: Set up dynamic rules to automatically group employees based on pre-defined criteria.
4. Assign Employees to Groups: Select employees to add to Manual Groups or allow Smart Groups to populate based on constraints.
5. Track and Manage Groups: Use these groups to manage eLearning progress or set up targeted phishing campaigns.

Step-by-Step Guidance

Here’s a more detailed guide to help you create and manage user groups within the module:

1. Accessing the User Groups Module

• Navigate to the Module: In RESPONSUM, go to Awareness > Learning > User Groups. This will display a list of all existing employee groups.
• Add a New Group: Click on the ‘+Create’ button to start creating a new group. You will later have the option to choose between Manual and Smart groups.

2. Creating Groups

Manual groups allow you to manually select employees to be added to a static group.

General

• Provide a Name for the Group: Enter a descriptive name (e.g., “Marketing Team” or “High-Risk Employees”).
• Accountable: Select an accountable.
• Group type: Select the group type: smart or manual.

Manual

• Assign Employees:
  • Select the employees you want to add to the group by checking their names.
  • Click ‘Save’.

Smart

• Add Parameters: Define the parameters that will determine which employees belong to the group. Available parameters include:
  • Course: Whether an employee is enrolled or not enrolled in a specific course.
  • Course Grade: Set constraints based on an employee’s grade in a course (e.g., equal to, greater than, less than).
  • Campaign Result: Whether the employee opened, clicked, or submitted data in a specific phishing or awareness campaign.
  • Date Added: Group employees based on the date they were added to the system.
• Click ‘Save’: Once you save, the system will automatically add employees who match the set criteria and will dynamically update the group as employees meet or no longer meet the criteria.

Conclusion

The User Groups module in RESPONSUM is a powerful tool to organize, manage, and target employees for specific campaigns and training. Whether you want to create fixed manual groups or dynamic Smart Groups, this module simplifies the process of managing user education, compliance, and security awareness efforts.

If you need further assistance, refer to our support documentation or reach out to our support team support@responsum.eu. We’re here to help you make the most of your user groups in RESPONSUM!