---
title: "Groups in Explorer"
slug: "groups-in-explorer"
updated: 2026-08-13T10:24:17Z
published: 2026-08-13T10:24:17Z
canonical: "support.whatfix.com/groups-in-explorer"
stale: true
---

> ## 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.

# Groups in Explorer

## Introduction

Organize content within Explorer into folders by creating **Groups** in your Self Help segment.

Groups are collections of content within the Self Help segment. End users can click the folder in the Explorer to view the content inside.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/explorer_groups.gif?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

Create a group inside another group, called a **nested group**. You can have up to 2 levels of groups in a Self Help segment.

The way you group content depends on your requirements. However, the following are some ideas for how you can group content:

- **By topic:** Group together content related to the same subject. For example, all content about a specific feature in your application could be in a single group.
- **By content type:** Create separate groups for links, articles, PDFs, and more.
- **By difficulty:** If your content varies in complexity, create groups such as **Beginner**, **Intermediate**, and **Advanced** to cater to different proficiency levels.

> [!NOTE]
> Info:
> 
> You can have up to 20 groups 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

Follow these steps 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**. ![widgets.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/widgets%288%29.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)
2. Click **Explorer**. ![widgets_explorer.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/widgets_explorer%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)
3. Click the Self Help segment you want to add groups in. ![sh_click.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_click%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

**Create a new empty group**

> [!NOTE]
> Info:
> 
> Empty groups are not shown 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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

> [!NOTE]
> Info:
> 
> Nest your group inside another group by selecting **Nest under an existing group** and then selecting the group you want to nest it in.
> 
> ![nest_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/nest_group.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

> [!NOTE]
> Info:
> 
> Nest your group inside another group by selecting **Nest under an existing group** and then selecting the group you want to nest it in.
> 
> ![nest_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/nest_group.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

**Add content to an existing group**

1. Hover over the group you want to add content to 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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/drag_drop_groups.gif?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

> [!NOTE]
> Info:
> 
> There is no limit to the count 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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

Depending on how you've added content, removing groups works differently:

- If you've **added content from the Library**, removing a group also removes the content and nested groups inside the group.
- If you've **added content using tags**, removing a group does not remove the content inside the group.
- If you've **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, hover your cursor 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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)

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=2026-11-12T10%3A17%3A56Z&se=2026-11-12T11%3A17%3A56Z&sr=c&sp=r&sig=mhbqPAhLzaDXsnYd0QslTpVI%2BooOhxMLkgj5cYYxkfs%3D)