The User Groups module in RESPONSUM allows you to group users for more effective management and targeted training or providing of phishing campaigns. By creating groups, you can run focused phishing campaigns, track e-learning 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:
- User Permissions: Verify that you have the necessary permissions to access and configure user groups in RESPONSUM. Contact your administrator if required.
- User List: Have your user list (Guest users) up-to-date in the system, as this will be crucial for creating groups and assigning users to these groups.
- Clear Grouping Objectives: Identify the purpose of the groups you want to create. Will they be used for e-learning tracking or phishing campaigns?
- Smart Group Criteria: If creating Smart Groups, define the parameters or constraints that will dynamically group users.
Fast-track to Brilliance
Ready to start grouping employees quickly? Follow these fast steps to create user groups in RESPONSUM:
- Access the User Groups Module: Navigate to
Settings > User Management > User Groups. - Create a Manual Group: For fixed groups, manually add users to the group. Use Search and Filters to find the right users.
- Create a Smart Group: Set up dynamic rules using the filters to automatically group users based on one or more properties on the user level (Ex. language, type etc.).
- Track and Manage Groups: Use these groups to setup Trainings to groups 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
Settings > User Management > User 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 users to be added to a static group. Filters and search can be used to find the specific users you want to add. Smart groups allow you to apply filters based on properties of the users to automatically add users with that property to the group over time.
General
- Provide a Name for the Group: Enter a descriptive name (e.g., “Marketing Team” or “High-Risk Employees”).
- Accountable: Select an accountable for the users in the group.
- Group type: Select the group type: Manual or Smart
Manual
- Assign users:
- Select the users you want to add to the group by checking the “Checkbox” in front of their names.
- Click ‘Save’.
Smart
- Add Parameters: Define the parameters that will determine which users belong to the group. Available parameters include:
- Course: Whether an user is enrolled or not enrolled in a specific course.
- Course Grade: Set constraints based on an user’s grade in a course (e.g., equal to, greater than, less than).
- Campaign Result: Whether the user opened, clicked, or submitted data in a specific phishing or awareness campaign.
- Date Added: Group users based on the date they were added to the system.
- Click ‘Save’: Once you save, the system will automatically add users who match the set criteria and will dynamically update the group as users meet or no longer meet the criteria.
Conclusion
The User Groups module in RESPONSUM is a powerful tool to organize, manage, and target users 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!