Smart Group User Criteria Within Smart Groups

Answered

Rukia Al-Almiri

September 02, 2020 16:34

The current user group criteria is limited to only 'static' groups which makes user onboarding daunting, and limits what we can do with 'Smart Groups'.

Our current process for adding users is filling out the user's information, including the user's department, and from that we have a smart groups set up for specific departments with the criteria based on the user's department. From there, the smart group is linked to specific training campaigns, and that way we eliminated manually adding users to groups that correspond to their department, and it's done the moment the user is created in the system.

However, because of this we found limitations that would otherwise force us to add users to groupings manually. Since smart groups won't allow you to specify if the user is in another smart group, we can't have smart groups set up around something like system access.

The main concern we have with this is for our "clicker" groups, we currently have two tiers, one that's moderate (less than 3 clicks), and the other more severe. For the moderate group, we wanted to have it defined so it would not include users that are in the severe group, but other than having a long list of criteria to include everything in the 'severe' group which would hit the maximum, there's no nice way around this.

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  Walter Nelson September 03, 2020 21:38

  Hi Rukia,

  Thank you for posting on our community board. I can definitely see how not being able to target another smart group is restrictive. I have gone ahead and submitted this suggestion to our development team so they can look into this possibility. 

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  Jon Walters March 15, 2021 13:10

  I second this request.  I'm trying to use a smart group to aggregate the results of a couple other smart groups (because of the missing OR and grouping query functionality of smart groups) but I'm running into this exact restriction.  Please consider this for future releases.

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  Walter Nelson March 15, 2021 15:48

  Hi Jonathan,

  Thanks for your post and your interest in this feature. I have added you as a +1 on this as well.

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  Julie Anderson March 29, 2022 16:38

  Are there any updates on this?  I would like to use a smart group to filter users out of a smart group. 

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  Najjah Gilbert April 05, 2022 18:42

  Hi Julie,

  Thank you for your interest in this feature. We don’t have any updates to provide at the moment, but I’ve added you as a +1 to the request.

  Thank you,

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  Jsc June 30, 2022 16:20

  I also would like to see this feature implemented. Smart Groups as Smart Group criteria would go a long way to further the user automation possibilities.

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  Michael Miller July 07, 2022 12:52

  Hi Jsc, 

  Thank you for your contribution. I have added you as a +1 on this!

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  Jason Mardian February 08, 2023 15:35

  This feature (being able to reference another smart group in a smart group), would be a great addition to the smart group features.  Doing so will help automate some of the remediation.  

  Please add me as a +1 as well.

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  Tanisha Aybar February 10, 2023 16:50

  Hi Jason,

  We appreciate your feedback! I've added you as a +1 on this feature request.

  Have a great day!

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  Sean Thomas February 14, 2023 16:51

  This is absolutely needed.  I have had to create multiple smart groups that all contain the same filters except for one item (and then need to edit every one of them when a change is required) because of the lack of this functionality.

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  Alysia Maxwell February 16, 2023 19:29

  Hey Sean, 

  I do apologize for the inconvenience you currently experience and I hope our team can get this implemented! I have added you as a plus one to the request. 

  Warm regards, 

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  Ryan Dusseau May 09, 2023 14:41

  This feature really ought to be prioritized by the KnowBe4 dev team. Groups within groups can be very useful for nearly every security tool, particularly when you are performing automation activity that needs to reference dynamic groups built from complex conditions. The Smart Group criteria is OK as-is but is missing characteristics like enrollments and training status. So an alternative way of getting the information I need would be to have a Smart Group which references other Smart Groups (included or excluded members). Without having more smart group criteria or using groups of groups as a backup, then it makes it very challenging to perform the reporting and automation that I'm doing.

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  Katie Mick May 11, 2023 11:32

  Hi Ryan,

  Thank you for reaching out and letting us know that you're also interested in this feature! We apologize for the inconvenience that not having this feature causes. I have gone ahead and added you as a +1 to this feature request. We base a lot of our new releases and features on customer ideas and requests, so we do appreciate your interest in this and bumping this thread.

  Cheers, 

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