Adding and Editing Groups
Who is this article for?Administrators adding and editinggroups.
Professional Version Access is required.
In your organisation branch or any created sub-branches, the use of groups is available to organise users into logical entities. This enables you to manage and communicate with entire groups, assign courses, and generate reports for streamlined administration. This feature proves especially beneficial for large deployments; for instance, you can create groups for various geographical regions or organise groups within each sub-branch based on different departments or job roles, facilitating targeted curricula and course distribution.
1. Adding a New Group
- To add a new group, click the Groups button on the dashboard and click Add Group.
- Name: This field is mandatory
- Description: This field is not mandatory. However, it can be useful to enter a description that will assist other who may use the group to assign training.
- Unique group key: This feature is not currently supported
- Maximum key users: This feature is linked to the unique group key which is not currently supported
- Default system group: Selecting this checkbox will automatically assign all new users to this group.
- Once you have completed the fields, click Add. Further options will then become available to edit the group.
2. Editing Groups
- The options to edit your group will become available after creating the group, or you can edit any group by clicking the button from the Groups screen.
- These options are displayed across tabs to see the group's Users, Courses and Curricula.
- The Users, Courses and Curricula tabs display a list of all users, courses and curricula currently assigned to the group.
- You can download the information from these tabs in Excel-compatible CSV format using the button.
- To enroll all the group's users to its courses/curricula, click the Enroll Members to Courses button in the "Courses/Curricula" tab.