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Help People and directory

Manage targets and target groups

For administrators Updated on 13 November 2026

Prepare the people your phishing simulations are aimed at: add them manually, from a CSV file or from your directory, then bring them together in groups for your campaigns.
On this page
  1. Targets, people and groups
  2. The screens you need
  3. Add a person manually
  4. Import a CSV file
  5. Create a group and choose its people
  6. Groups and people from your directory
  7. Track results by group and by target

Targets, people and groups

A target is a person in your organization who receives your phishing simulations. In the Bexxo extranet, these people are kept in a single list, People, shared by all of the organization’s services (PhishTrainer, Academy, etc.).

A campaign does not target people one by one: it targets one or more groups. A group brings people together by department, site or role. The same person can belong to several groups.

A target does not need a login account. Without an account, a person cannot log in to the extranet: they can only be a target of phishing simulations. In their record, the PhishTrainer role Target means they receive campaigns without seeing the PhishTrainer interface.

The screens you need

People and groups are managed in the Administration › My organization menu. The PhishTrainer menu then shows the results of these people and groups.

ScreenMenuWhat it is for
PeopleMy organizationAdd a person, import a CSV file, edit a record.
GroupsMy organizationCreate a group and choose the people in it.
Directory and SSOMy organizationConnect a directory (Microsoft Entra ID, Google Workspace, LDAP, Okta, Keycloak) or set up the CSV import.
Target groupsPhishTrainerView the results of each group.
TargetsPhishTrainerView the results of each person.

Who has access: the My organization screens are reserved for the organization administrator and for people with the Manage people permission. The PhishTrainer screens require the Supervisor or Administrator role.

Add a person manually

  1. Open My organization › People, then click Add a person.
  2. In the Personal information block, fill in the required fields Last name, First name, E-mail and Correspondence language (French, German, English or Italian). Mobile and Position are optional.
  3. Click Save. The person appears in the list with the origin Manual.

The record fields are also used to personalize messages: first name, last name, email address, mobile and position can be inserted into an email, an SMS or a landing page. Fill in Mobile if you plan to use SMS.

Insert this information into your messagesPrepare emails, SMS, landing pages and sending profiles

Import a CSV file

  1. In My organization › People, click CSV template to download the template file.
  2. Fill in one row per person, below the header row. Enter the language as a two-letter code: fr, de, en or it.
  3. Click Import a CSV and choose your file.
  4. A message confirms that the import has started. The people appear in the list a few moments later, with the origin CSV.
CSV template headers
  • Separator: semicolon or comma.
  • To place people in groups during the import, add a groups column with the group names separated by |.
  • Maximum file size: 5 MB.
  • The file is read in your browser: it is not sent as is.

The Import a CSV button is reserved for the organization administrator. The import is not a simple addition of rows: it is a real synchronization, configured in Directory and SSO (field matching, rights granted). Depending on these settings, it can also create login accounts and send invitations. Check these settings before your first import.

Create a group and choose its people

  1. Open My organization › Groups, then click New group.
  2. Enter the Group name (required, and different from the other groups) and, if you wish, a Description. Leave Active group checked, then click Save.
  3. The group record opens. In the People in the group block, click Manage people.
  4. The window shows Available people on the left and the people In the group on the right. Click a person to move them from one list to the other, or use Add all and Remove all. The search field filters by name or email.
  5. Click Save. Nothing is changed before you save.

Delete a group

In the list of groups, use Delete group. The people in the group are not deleted. Only groups created manually can be deleted here: a group that comes from a directory or a CSV import cannot be deleted from this screen.

Groups and people from your directory

If your organization has connected a directory in Directory and SSO, the synchronization creates the people and groups, then keeps them up to date. The Origin column shows where each item comes from: Manual, CSV or the name of the directory import. The From the directory and Created manually tiles filter the list of groups.

A directory group can still be partly edited, but the directory has the final say:

ItemGroup created manuallyGroup from the directory
Name and descriptionEditable.Editable here, but replaced by the directory values at the next synchronization if they differ.
People in the groupChosen with Manage people.Taken from the directory, cannot be changed here.
DeactivationUncheck Active group.The group is reactivated as long as it exists in the directory.
DeletionDelete group.Not possible from this screen.

A group that comes from a CSV import follows the same rule for its people: they cannot be changed from the Groups screen, and the group cannot be deleted there.

Synchronized people

The From the directory tile of the People screen groups them together. Their information comes from the directory according to the Field matching block of the import. A change made in the extranet can be replaced at the next synchronization, depending on the synchronization mode chosen for each field. To correct information permanently, correct it in the directory.

Synchronize your users and groupsConnect Microsoft Entra ID

Track results by group and by target

  • PhishTrainer › Target groups shows one card per group: number of Members, number of Campaigns and average Click rate. Details opens the group statistics. The Manage groups button leads to the Groups screen.
  • PhishTrainer › Targets lists the results per person: emails received, click rate and rate of people phished.
Read and use the resultsRead and export the results

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