# Smart Groups ## Groups Guide In this article, we explore the creation and management of Smart Groups within the platform. Smart Groups allow you to automate the organization of recipients based on dynamic criteria, making it easier to target specific audiences for training or phishing campaigns {% embed url="" %} **1.** To create a new group for recipients, click on the **New Group** button.

2. Add the group name and description then select **smart group** from group type and click **NEXT STEP** to proceed.

**3.** If you would like to return to the default page of **Groups,** just click on **Go Back.**

**4.** At the second stage of the process that is recipient related, you have the option to create recipients. This is **optional,** so you can proceed to the **NEXT STEP** accordingly.

**5.** If you wish to create users, you can do it manually by adding their details (ex. First Name, Email, etc.):

**6.** You can also select the position of that recipient through the **drop-down list** and click **Add** to finally add the draft user for review.

**7.** Alternatively, for larger groups of known people, you can **mass add** users on the platform by importing **CSV** files.

**8.** The structure of the CSV file should be specific so the platform can retrieve the information properly. To guide you, there is a CSV file available for download that shows the proper format for use:

**9.** Inserting users using the **Bulk Import** button:

For this instance, we are using a custom template:

**10.** As we can see, our users have been successfully added for review:

**11.** In the prompt that appears, select **Cancel** if you would like to review again. Otherwise, select **Create** to create the group as expected.

In case that you haven’t entered any recipients during the **Recipients** phase, this will create an **empty** group. You may use this method when creating [Email Campaigns](https://docs.cyberawaresecurity.com/admin-portal/email-campaigns). **12.** Click **OK** on the last prompt.

**13.** Let’s do a demonstration:

**14.** Finally, our group has been created along with the users!

**15.** Now, let’s enter a user **manually** for demonstration:

**16.** We can click on the **trash can** icon to **delete** that user:

**17.** Instead, we will continue:

**18.** As expected, the new **Group** called **DevOps** now exists and it includes the user we have created!

**19.** You can **edit** the group type from smart to normal and vise versa through the **Edit** button :

**20.** To add an existing recipient to the group, select the **Add Existing Recipient** button:

**21.** Pick the recipient of your choice and click **Add** to confirm, or **Cancel** to negate the procedure:

**22.** On the confirmation that pops up, just click **OK.**

**23.** Moreover, you can add a new recipient in the group through the **Add New Recipient** button:

**24.** Add the required details and select the organisation level for that recipient from the drop-down list.

**25.** Click **Save** to store the new recipient, or press **Cancel** to return to the previous window.

**26.** Alternatively, for larger groups of known people, you can **mass add** users on the platform by importing **CSV** files using the add bulk recipients.

**27.** To view the user of a group, click on the **eye** button next to the record details:

To learn more about recipients, please visit the following [link](https://docs.cyberawaresecurity.com/admin-portal/recipients). **28.** In case you wish to **delete** a user from a group, click on the **trash can** button.

**29.** To confirm the action, click on **Remove target.** Otherwise, select **Cancel.**

**30.** When removing the target recipient, a confirmation prompt pops up. Click **OK** to resume.

**31.** Another option is to **Go Back** to the default page of **Groups,** to view the current groups.

**32.** To return to the “view” page of your group, click on the **eye** button.

**33.** Alternatively, to **edit** the group itself, click on the **pencil** symbol:

**34.** You can always **delete** a group from the list by selecting the **trash can** button.

**35.** Just confirm your action with **Delete** or select **Cancel** to reject:

**36.** On the confirmation prompt, click **OK** to continue exploring the portal.