--- title: "Manage Groups in Explorer" slug: "groups-in-explorer" updated: 2026-08-13T05:35:22Z published: 2026-08-13T05:35:22Z canonical: "support.whatfix.com/groups-in-explorer" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Groups in Explorer - [Introduction to Groups](/docs/groups-in-explorer#intro) - [Create and add content to a group](/docs/groups-in-explorer#create) - [Remove a Group](/docs/groups-in-explorer#remove) - [Edit a Group](/docs/groups-in-explorer#edit) ## Introduction to Groups Organize content within Explorer into folders by creating **groups** in your Self Help segments. Groups are collections of content within the Self Help segment. End users can click the folder in the Explorer to view the content inside it. ![explorer_groups.gif](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/explorer_groups.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) Whatfix enables you to create a group inside another group, called a **nested group**. Up to 2 levels of groups can exist in a Self Help segment. The way you group content depends on your requirements. However, the following are some ideas for grouping content: - **By topic:** Group together content related to the same subject. For instance, all content about a specific feature in your application could be in a single group. - **By content type:** Create separate groups for Flows, links, articles, and more. - **By difficulty:** If your content varies in complexity, consider creating groups such as **Beginner**, **Intermediate**, and **Advanced** to cater to different proficiency levels. > [!NOTE] > Info: > > Up to 200 groups can exist in a Self Help segment. To configure this count, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Change%20the%20maximum%20number%20of%20groups%20in%20a%20Self%20Help%20segment&body=Hi%20team%2C%0A%0APlease%20change%20the%20maximum%20number%20of%20groups%20in%20a%20Self%20Help%20segment%20to%20_____%0A%0AENT%20ID%3A%20%0A%0ARegards%2C). --- ## Create and add content to a group There are several methods to create a group and add content to it. Start by going to the Self Help segment where you want to include the group. 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **Self Help**. ![ia_left_nav_self_help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_self_help.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Go to the required Self Help segment and then click the **Edit** icon. ![ia_self_help_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_self_help_edit.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) **Create a new empty group** > [!NOTE] > Info: > > Empty groups do not display to end users. Once you create a new empty group, add content to the group for end users to see. 1. Click **Create**. ![sh_create_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_create_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Select **Group** using the dropdown. ![sh_create_select_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_create_select_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Enter a **Name** for your group. ![name_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/name_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!NOTE] > Info: > > Nest your group inside another group by selecting the **Nest under an existing group** checkbox, and then selecting the group in which you want to nest it. > > ![nest_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/nest_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 1. Click **Create**. ![group_click_create.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/group_click_create.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) **Add selected content to a new group** 1. Select the content you want to add to your new group. ![select_content_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_content_group%281%29.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **+ Create group**. ![select_content_create_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_content_create_group%281%29.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Enter a **Name** for your group. ![name_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/name_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!NOTE] > Info: > > Nest your group inside another group by selecting the **Nest under an existing group** checkbox, and then selecting the group in which you want to nest it. > > ![nest_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/nest_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 1. Click **Create**. ![group_click_create.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/group_click_create.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) **Add content to an existing group** **Add content to an existing group in your Self Help segment:** 1. Hover over the group to which you want to add content, and then click the **Add content** icon. ![sh_add_to_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_add_to_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Select the content you want to add to the group. ![sh_select_content_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_select_content_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Click **Okay**. ![sh_okay_add_content_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_okay_add_content_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) **Move content in your Self Help segment into an existing group:** 1. Select the content you want to add to your new group. ![select_content_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_content_group%281%29.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **Move to existing group**. ![group_move_to_existing.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/group_move_to_existing.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Select the group into which you want to move the content. ![select_existing_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_existing_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 4. Click **Move Content**. ![click_move_content.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_move_content.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) **Drag and drop content inside existing groups** Drag content to the top of a group and then drop it to add it to that group. ![drag_drop_groups.gif](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/drag_drop_groups.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!NOTE] > Info: > > There is no limit to the amount of content you can add to a group in a Self Help segment. --- **Remove a group** To remove a group, use the following ways: - Select the group you want to remove, and then click **Remove**. ![sh_remove_selected_groups.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_remove_selected_groups.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) - Hover your cursor over the group you want to remove, and then click the **Remove** icon. ![sh_remove_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_remove_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) Removing groups works differently based on how content was added: - If you have **added content from the Library**, removing a group also removes the content and nested groups inside the group. - If you have **added content using tags**, removing a group does not remove the content inside the group. - If you have **enabled the toggle to add all existing and future content**, removing a group does not remove the content inside the group. --- **Edit a group** To edit a group, use the following ways: 1. To edit a group, hover over the group you want to edit, and then click the **Edit** icon. ![sh_edit_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_edit_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Rename the group and nest it under an existing group. ![sh_edit_group_popup.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_edit_group_popup.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) ## Related - [Explorer](/explorer.md) - [Content listing in Explorer](/content-in-explorer.md)