Create and Manage Group

Create a Group

To create a Group:

1. Navigate to Groups.
2. On the Create Group page, enter the Group details:
   1. Group Name
   2. Owner Email (Optional)
   3. Description (Optional)
   4.  Enter the Firmographic details: 
   5. Industry
   6. Country
   7. Internet Facing ( for Groups)
   8. Employee Count  
   9. Revenue
3. Click Next.
4. Select a Group Type:
   1. If you select Smart Group, first apply a filter to see the asset list. The system automatically selects the assets that match the filter criteria.
   2. If you select Static Group, the system displays a list of all assets. Apply filters to the asset list and then manually select assets by marking the checkboxes.
   3. If you select No Asset Group, the system allows you to create a group without any asset. Select the Attack Surfaces applicable to this Group.
5. Click Next.
6. Select the Questionnaires from the questionnaire list as per the business requirements of your organization. The Financial Impact Questionnaire is mandatory for a Group.
7. Click Next.
8. Review the group information and click the Create Group button. The system creates the group.

Edit a Group

1. Navigate to Groups.
2. Click the three-dot options menu availabe in the manage column of the group list.
3. Click the Edit option.
4. Update the details based on your requirements. 
5. Click the Update Group button in the final step of the wizard.

Duplicate a Group

1. Navigate to Groups.
2. Click the three-dot options menu availabe in the manage column of the group list.
3. Click the Duplicate option.
4. Enter a name for the new group.
5. Click the Duplicate button.

Delete a Group

1. Navigate to Groups.
2. Click the three-dot options menu availabe in the manage column of the group list.
3. Click the Delete option.
4. On the confirmation screen, Click Yes.