Chapter 7.2: Groups

A Group is a subset of an organization that allows you to customize BullPhish ID Campaign targets information. You can create multiple groups to categorize campaigns. 

Note:

    • Modifications to a group will not affect the campaigns that are in the "In Progress" state because group information is synced right before a campaign is processed. Changes made to a group will reflect in new or scheduled campaigns. 
    • The statuses listed below are considered as in the 'In Progress' state:
      • "Processing," "Sending Emails," and "Running Campaign Statuses." 

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1. To create a group, navigate to the left panel, Targets & Groups > Groups, and click Create Group.

Note: Targets can be created initially before adding to a group, or they can be manually imported from a CSV file while creating a group. 

CREATE GROUP

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2. Upon clicking "Create Group," a modal dialog box appears on the screen. You will first be instructed to name the group. Fill in group details and click "Create."

Groups consist of the following properties.

  • Group Name - The Name used to identify your Group.
  • Associated Organization - The Organization to which your Groups' Targets belong. Campaigns can target one or many groups within a single organization.
  • Import File - You can manually import targets here by uploading a CSV format file, and these targets will be added to this group. 
    • CSV file format is as follows: First Name, Last Name, Email, and Position.

Note: You can delete the imported CSV file using the delete icon. 

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Once a group is created, you can see a success message at the bottom of the page. 

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Note: If you want to add one or more targets to the group, scroll down to the "Targets in Group" section and click "Add Targets to Group."

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5.  To assign a target to a group, click the user add+ button under the Actions column. 

  • The target(s) will then be moved to the "Selected Targets" table. Once the targets have been selected, click the "Add Selected Targets" button. 

Note: To remove a target, click the user minus button. You can also deselect the selected targets using "Deselect Checked Targets."

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Once targets are successfully added to a group, a pop-up message appears at the bottom of the page saying, "Successfully added targets to a group."

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You can view successfully added targets to a group from the Targets in Group page. 

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Note: You can remove a list of targets from a group by selecting the checkbox next to it and clicking the "Remove Targets from Group" button. 

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And you can also use the delete icon to remove a target from the group.

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Edit/Delete Group 

Once a group is created, you can also edit/delete an existing Group.

  • Select a group you want to edit and click the Edit icon. Once you do so, the following modal dialog box appears on the screen.

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  • Select a group you want to edit and click the Delete icon. Once you do so, the following modal dialog box appears on the screen.

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Groups can be used across the Phishing Simulation and Training & Awareness modules.

  • You'll now be able to filter columns using the "Group Name" and "Associated Organization."  

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