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How do I group recipients?
Grouping recipients are done using tags. There are two ways to connect a tag to a group of recipients.
In order to create tags please look at this article:
https://support.holmsecurity.com/knowledge/how-do-i-create-a-new-tag
Alternative 1: connecting a tag to an existing email recipient
- Login to Security Center.
- Click Phishing & Awareness Training.
- Click Recipients.
- Select the desired recipients by checking the checkbox.
- Click Actions.
- Select the tag you wish to use and click OK.
- Done!
Alternative 2: grouping recipients when adding
- Login to Security Center.
- Click Phishing & Awareness Training.
- Click Recipients.
- Click +Add Recipients.
- Select the tag you wish to use.
- Add recipients.
- Click OK.
- Done!