Use Branches to Group Your Users and Simplify Administration

Branches allow you to send courses and phishing campaigns to different user groups. See how to use them.

What is a branch and what are they used for?

A branch is a group of your users. The function was designed to mirror your organisation's structure. This way, you can easily customize training to specific employee groups and see how different groups are performing.

For example, you can: 

• Enroll courses to specific branches
• Send phishing campaigns to specific branches
• Filter reports to see course completion and/or phishing campaign performance by branch

Each branch can have sub-branches 

To further categorize your users, you can make sub-branches and sub-sub branches. For example, imagine a company with 2 office locations. They might create a branch for each office location. And within those branches, create sub-branches for different departments. It could look like this: 

Branch 1: Office Location X

• Sub-branch: Accounting Team
• Sub-branch: Marketing Team
• Sub-branch: Sales Team

Branch 2: Office Location Y

• Sub-branch: Accounting Team
• Sub-branch: Marketing Team
• Sub-branch: Sales Team

and so on. 

Each user can only belong to one branch

To keep a clear hierarchy and structure to your users, the CP App only permits a user to belong to one branch. If you believe a user should belong in different branches, place them in the branch that best reflects their primary department. 

You have to actively add users to branches

See the branches in your account

The branch function is not automatically populated or filled out. If an admin in your organisation does not create branches, your users will not be placed in any branches based on, e.g., your AD integration. 

To view any existing branches:

1. Login and go to the admin view
2. Click on "Branches" in the navigation pane

Now you can see the list of your current branches and sub-branches:

Create a new branch or sub-branch

If you want to create a sub-branch, you should first create the parent branch. 

To create a branch:

1. "Create new" button in the right corner, which will bring you to this screen
   
   
2. Fill in the branch name under "Name"
3. Select the "Parent Branch" if you're creating a sub-branch
4. Slide the toggle to set the branch as active
5. Click "Create"

The branch will now appear on your branches overview page. 

Administer branches

To make changes to an existing branch, click on the "..." under "Actions" corresponding to the appropriate branch. This gives you quick actions to:

• View and edit the users in the branch
• Edit the branch (name, parent branch)
• Deactivate the branch
• Delete the branch

Click into these options to complete your desired action. 

Add users to a branch

1. Click on the branch you want to add users to
2. Click on "Users"
   
   
3. Now you can add users in two ways.
   1. If the user(s) have already been created in your account, you can search for them in the search bar and click "Add Users"
   2. If the user(s) have not already been created in your account, you can upload an .xlsx file, which will create the users and put them in that branch. 
      1. You can access an excel template for uploading users by clicking on "Import / Export" and then selecting "Export"
         
         1. If you don't already have users in the branch, the sheet will be empty (except for the column titles). You can fill in the blank sheet with your user data and then upload it to bulk-create users and assign them to the correct branch
         2. If you already have users in the branch, you will see the current list of users assigned to the branch. (Remember, it might not be the complete user list if you downloaded a filtered version of the data)
      2. Fill in and/or edit the spreadsheet with your users' data. See the tip box below for details on the columns and what data is necessary to include

         1. If you don't want to change existing users - delete them from the spreadsheet

         2. If you don't want to change specific properties (e.g., office location) - delete those columns from the spreadsheet

         3. If you want to change properties on existing users - keep the user and make edits to the properties (e.g., Last Name)

         4. If you have new users to create - add new users and their properties.

         5. If you want to deactivate a user - change their active status from "1" to "0"

1. 1. 1. Save the new excel spreadsheet. Make sure you remember what you named it and where you saved it
      2. Go back to the CyberPilot App. Go to the branch you want to upload users to and under "Users" click "Import / Export"
         
         
         
      3. Click on "+ Import from .csv or .xlsx file"
      4. Select the file with your users' data and click "Open" to upload it
      5. Your users will now be created and added to the branch

Remove users from a branch

You can remove users from a branch in the "Users" page or the "Branches" page. 

On the "Branches" page - helpful if you need to remove several users from the same branch

1. Start by clicking on "Branches" in the navigation pane
2. Click on the branch the user is in
3. Click on "Users"
4. Find the user you want to remove
5. Click on the "..." associated with the user
6. Click "Remove"
7. Confirm that you want to remove the user from the branch

On the "Users" page - helpful if you need to reassign a user to a different branch

1. Start by clicking on "Users" in the navigation pane
2. Find the user whose branch status you want to change and click to open their details
3. Scroll to the bottom and find "Branch"
   1. To remove the user from all branches, click on the "X" next to the branch name
   2. To change the branch the user is in, click on the "V" next to the branch name and select the new branch from the menu
      
      
4. Click "Save"

Edit the branch information

1. Click on "Branches" in the navigation pane
2. Click on the branch you want to edit
3. Under "General Information" you can rename the branch and change the branch hierarchy by giving it a parent branch
4. You can also deactivate the branch here by sliding the "Set branch as active" toggle as "OFF"
5. Click "Save"