KnowBe4 Groups
Dakota Kuhel
|
29 steps
|
2 minutes
Knowbe4
Accessing Groups
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Navigate to [https://training.knowbe4.com/app/dashboard](https://training.knowbe4.com/app/dashboard)
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Click "Users"
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Click "Groups"
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Now you are in the Groups dashboard
Creating a New Group
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In the Groups dashboard click "Create New Group"
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Enter your desired Group name in the text field
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You can ignore the Security Roles drop-down, as we do not utilize those at this time. Click "No options"
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If you wish for this to be a Smart Group, click the checkbox to the left of "Make this a Smart Group. \[A Scribe regarding Smart Groups will be made later and linked here.\]
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Click "Create Group"
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Now you will see your new Group in the Groups Dashboard
Adding Users to A Group
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To add users to a group, click "Users"
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Select the checkboxes next to the users you wish to add to a group. Click this checkbox.
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Click the drop-down to the left of the "Add to Groups" button.
You will notice that groups synced from our Identity Provider (IdP) are not available in this drop-down list. Those groups and their users are managed on our IdP site. If you need to modify users in these groups, please contact your System Administrator.
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Select your group from the list.
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You may add users to multiple groups at once. In this instance we will only be adding them to the group called "Scribe Group".
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Click "Add to Group"
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If the action was successful, a green banner will appear at the top to confirm that your changes have been made.
View All Groups for A Single User
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There are two ways to view what groups a user is part of. In this image you can see that the groups are listed next to the user in the User list.
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Click on a user to open their profile.
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Below their name on the top left side, you will see a link called "Groups (#)" # stands in for how many groups they are enrolled in. Click this.
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In a pop up, you will see the names of the groups they are a part of.
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Click "Close" when you are finished.
View all Users in A Group
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The second way is to use the Group view. Click "Groups"
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Select the Group that you wish to view
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Here you will see a list of users that are assigned to the group you selected.
Archiving Groups
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Click the checkbox next to the group you wish to archive.
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Click "Archive"
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Click "Confirm"
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If the action was successful, a green banner will appear at the top to confirm that your changes have been made.
