---
title: "Manage Groups in Explorer"
slug: "groups-in-explorer"
updated: 2025-08-07T06:56:12Z
published: 2025-08-07T06:56:12Z
---

> ## 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](#intro)
* [Create and add content to a group](#create)
* [Remove a Group](#remove)
* [Edit a Group](#edit)

## <a name="intro"></a> 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.

<div class= "borderthick"> <img src="https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/explorer_groups.gif" width=350> </div>
<br>

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.

:::(Info) (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){target=`_blank`}.
:::

***

## <a name="create"></a>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.

{{snippet.sh_edit}}

<div class="accordion">
<div class="accordion-toggle">Create a new empty group </div>
<div class="accordion-content">
<p>
    
:::(Info) (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){height="" width="500"}

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){height="" width="500"}

3. Enter a **Name** for your group.
![name_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/name_group.png){height="" width="500"}

:::(Info) (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){height="" width="500"}
:::
    
4. Click **Create**.
![group_click_create.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/group_click_create.png){height="" width="500"}

</p>
    </div>

<div class="accordion">
<div class="accordion-toggle">Add selected content to a new group</div>
<div class="accordion-content">
<p>
    
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){height="" width="500"}

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){height="" width="500"}

3. Enter a **Name** for your group.
![name_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/name_group.png){height="" width="500"}

:::(Info) (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){height="" width="500"}
:::
    
4. Click **Create**.
![group_click_create.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/group_click_create.png){height="" width="500"}

</p>
</div>

<div class="accordion">
<div class="accordion-toggle">Add content to an existing group</div>
<div class="accordion-content">
<p>

**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){height="" width="500"}

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){height="" width="500"}

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){height="" width="500"}
   
    
**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){height="" width="500"}

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){height="" width="500"}

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){height="" width="500"}
    
4. Click **Move Content**.
![click_move_content.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_move_content.png){height="" width="500"}

</p>
    </div>


<div class="accordion">
<div class="accordion-toggle">Drag and drop content inside existing groups</div>
<div class="accordion-content">

    
Drag content to the top of a group and then drop it to add it to that group.

<div class= "borderthick"> 
    <img src="https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/drag_drop_groups.gif"> 
</div>
<br>


</div>
    
:::(Info) (Info:)
There is no limit to the amount of content you can add to a group in a Self Help segment.
:::
    
***
    
## <a name="remove"></a> 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){height="" width="500"}

- 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){height="" width="500"}
    
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.

***
    
## <a name="edit"></a>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){height="" width="500"}
    
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){height="" width="500"}

## Related

- [Explorer](/explorer.md)
- [Content listing in Explorer](/content-in-explorer.md)