Managing Groups and Custom Fields

Groups and Custom Fields help you organize users and collect additional information about them.

Both options are available from the Set Up menu on the Users page.

Manage Groups

Groups allow you to organize users for easier administration and reporting.

Access the Groups Page

1. Navigate to the Users page.
2. Open the Set Up drop-down menu.
3. Select Groups.

Create and Manage Groups

From the Groups page, you can:

• Create new groups
• Edit existing groups
• Remove groups

Use groups to organize trainees based on your organization's needs.

Manage Custom Fields

Custom Fields allow you to store additional information about your users beyond the standard profile fields.

Access the Custom Fields Page

1. Navigate to the Users page.
2. Open the Set Up drop-down menu.
3. Select Custom Fields.

Add a Custom Field

To create a custom field:

1. Click + Add Custom Fields.
2. Enter the desired field information.
3. Save your changes.

Beginning with Premium tiers, Learn supports up to 10 custom fields.