Grouping Companies for MSP Phishing Campaigns and Training Assignments purposes.
The company groups feature allows MSP administrators to effectively organize multiple companies based on their specific requirements. This feature goes beyond treating all companies as one uniform entity, allowing for customization and tailored approaches to security awareness training.
How to create/edit groups
To create groups in the MSP portal, start by navigating to the left sidebar and selecting the "Companies" tab. Under this tab, you will find the option "Groups" which allows you to effectively organize your companies based on specific requirements.
Creating groups is a simple process. From the Groups view, click on the "New Group" button. Give the group a name and then select the companies from your list that you want to include in this group.
If you want to add companies to your existing groups, simply click on the "Add Companies" button at any time. This feature allows you to easily include new companies into your existing groups or create new groups altogether. By clicking on the "Add Companies" button, you will be presented with a list of companies that you can choose from. Select the companies that you want to add to your group and save your changes.
The groups feature not only helps you organize your companies but also allows you to effectively target specific groups when creating phishing campaigns or assigning training courses. This functionality is particularly useful when you want to tailor your security awareness training to different groups of companies based on their unique requirements.
When creating phishing campaigns, you can select specific groups of companies as the target audience. This means that you can customize the content and approach of the campaign to suit the characteristics and needs of each group.
By targeting groups, you can ensure that the phishing simulations are relevant and impactful for the companies within those groups.
Similarly, when assigning training courses, the groups feature enables you to easily assign specific courses to groups of companies. This helps you streamline the training process and ensure that each group receives the appropriate training modules.
To remove a group that you have created from the list, simply follow these steps:
- Go to the MSP portal and navigate to the left sidebar.
- Click on the "Companies" tab and select "Groups".
- In the Groups section, locate the group that you wish to remove from the list.
- Click on the group to open its details.
- Look for the option to remove the group and click on it.
- A confirmation prompt will appear asking if you are sure you want to remove the group. Confirm your decision by clicking "Delete".
- Once you have removed the group, it will no longer appear in the list of groups. However, it is important to note that removing a group does not delete any associated data or information from the companies within that group. Your data and companies will remain intact.
Removing groups gives you the flexibility to reorganize and adapt your company structure as needed. Whether you no longer need a specific group or have made changes to your organizational structure, removing groups allows you to maintain an organized and streamlined approach to managing your companies within the MSP portal.
By utilizing the groups feature, you can ensure that your security awareness program is tailored, efficient, and effective.