Creating groups – OutThink

OutThink provides three primary methods to group users:

Upload a Local File: Group users by uploading a CSV file containing a specific list of users.
Use Learner Attributes: Group users based on shared attributes, such as country, department, organization, or smart tags
Leverage Platform Dashboards and Statistics: Group users using insights and data from platform dashboards and performance statistics.

This article outlines the steps and best practices for maximizing the use of groups to streamline learner management and enhance risk mitigation.

The platform, fundamentally supports 2 types of groups. Static groups and dynamic groups.

Static groups

Admins can easily create static groups by uploading a CSV file to the platform. These groups can be manually modified by adding or removing users, allowing for seamless management. They can also be leveraged to segment campaigns, filter campaign dashboards, and efficiently organize groups of users.

From within the Groups menu, select “Create group” > Static
Download the template from the modal
Choose the organization where you want to create the group. Note that groups can only include users within the same organization. Any users who do not exist on the platform or belong to different organizations will be rejected during verification.

Dynamic groups

Admins can easily create dynamic groups by defining a set of rules that automatically add or remove users based on specific criteria. These groups are automatically updated, ensuring seamless management without manual adjustments. They can be used to segment campaigns, filter campaign dashboards, and efficiently organize groups of users based on real-time data.

From within the Groups menu, select “Create group” > Dynamic
Choose the dynamic rule to set the conditions for the group
Inspect the users inside the segmentation
Manage the dynamic rule by manually adding or removing users

Groups details

Inside the groups details, we can see the user list inside the group. You can see the user name, title, department, organization, status and LBS (Likelihood to behave securely).

What is likelihood to behave securely?

The Likelihood to Behave Securely (L2BS) is a simple, intuitive score that provides a high-level summary of how securely individuals are likely to behave based on their training performance. This score ranges from 1 to 100, where higher scores indicate stronger security behavior and lower scores suggest areas for improvement.

What Does L2BS Do?

LBS simplifies complex training data into a single, actionable number that reflects an individual’s readiness to handle cybersecurity challenges. By calculating this score at the user level, it allows for flexible aggregation to provide insights for teams, departments, or even entire business units.

For example:

User Level: Understand a single learner’s security readiness.
Group Level: Assess and compare the performance of teams or departments.
Organization Level: Evaluate the overall cybersecurity posture across the business.

Why Is L2BS Important?

In a fast-moving digital world, managing cybersecurity risk is crucial. L2BS helps organizations:

Quickly understand security preparedness.
Identify teams or areas that need more support.
Benchmark performance across different groups or time periods.

How Is L2BS Created?

L2BS is derived from multiple metrics that measure different aspects of training performance, such as knowledge, engagement, and confidence. These inputs are weighted based on their relative importance, ensuring the score provides a balanced and accurate representation of behavior

How can I use groups?

Groups are essential for efficiently organizing and managing users within the platform. By using groups, admins can easily segment users based on specific criteria, whether through static groups created via CSV uploads or dynamic groups that automatically update based on set rules. This segmentation enables targeted campaign management, better filtering of campaign dashboards, and streamlined reporting. Additionally, groups help to maintain an organized user structure, making it easier to manage permissions, analyze performance, and tailor communications effectively. Overall, groups enhance both operational efficiency and campaign effectiveness.

Can I add users to an already existing group?

You can manually add users to any group through the user management interface. Additionally, you can quickly add multiple users to existing groups at once, either by selecting them in bulk or by uploading a CSV file directly within the group’s details.

What Happens If I Manually Remove a User from a Dynamic Group?

If an administrator manually removes a user from a dynamic group, the user will not be re-added to the group, even if they continue to meet the group’s conditions. This is because dynamic groups include a “force removal” mechanism that ensures manually removed users remain excluded unless explicitly added back by an administrator.

Can I Permanently Delete Groups from the Groups Page?

No, you cannot permanently delete groups from the Groups page. However, you can deactivate a group. Deactivating a group means it will no longer appear by default in the main table and will stop automatically adding or removing users.