General

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

  1. Login to Security Center.
  2. Click Phishing & Awareness Training.
  3. Click Recipients
  4. Select the desired recipients by checking the checkbox.
  5. Click Actions. 
  6. Select the tag you wish to use and click OK. 
  7. Done! 

 

Alternative 2: grouping recipients when adding

  1. Login to Security Center.
  2. Click Phishing & Awareness Training.
  3. Click Recipients.
  4. Click +Add Recipients.
  5. Select the tag you wish to use.
  6. Add recipients. 
  7. Click OK.
  8. Done!