❶ Smart Groups
This allow you to have dynamic groups according to certain criteria.
We have some by default groups but you can create new ones also.
Go to the Team module > Groups > Create group > Create a smart group
By creating a smart group you can :
Add as many criteria as you wish
Customise the criteria by selecting
The main criterion (what you are looking at: training, simulations, reports, the employee's profile…)
The secondary criterion (a particular course, a number of days, a threshold…)
The full list of available criteria, along with targeting examples, is detailed in "Targeting your employees with Smart Groups".
👍 Good to know: We invite you to put no more than 2-3 criteria per smart group so as not to narrow down your audience too much
❷ Manual groups
These are groups created from scratch by the administrator. You can set 3 main criteria:
The person in charge
The department
The language
❸ Use your groups
You'll find all your synchronized groups on the Team > Groups page.
You can filter them by synchronisation source and/or type (Favorite/Intelligent)
Groups are used in three of our modules: Awareness, Simulation and Studio.
They are used to determine the audience for each feature. You can therefore assign a group, whether intelligent or synchronised, to :
A single phishing campaign
An Albert course or a reminder for a specific course
A specific Studio course
👍 Good to know: These targeting options are numerous and allow you to refine your awareness strategy. Here are a few examples of inspiration:
A phishing campaign by department
A phishing campaign for a ‘vulnerable’ population, by creating an intelligent group such as: ‘employees who have been tricked in the last X days’ + ‘employees who have not completed the phishing course’.
An Albert course for a group of affected employees
❹ Setting a time zone on a group
If your teams are spread across several countries, you can attach a time zone to a group. Every member of that group — including those who join it later — will then use that time zone.
This is what determines the time at which your employees receive their courses, follow-ups and notifications: an "Asia" group won't be notified in the middle of the night just because head office is in Europe.
👉 Go to Team > Groups, open the group concerned and set its time zone.
