How do I add my trainee to a group?

Groups help you organize users for reporting, course assignments, and permission management. You can add a user to one or more existing Groups or create a new Group while editing the user's profile.

Add a User to an Existing Group

1. From the left navigation menu, click Users.
2. Select the user you want to add to a Group.
3. Open the Groups tab.
4. Click Edit.
5. Select one or more existing Groups to assign to the user.
6. Click Save.

The user is immediately added to the selected Group(s).

Create a New Group While Editing a User

If the Group you need doesn't already exist:

1. Follow the steps above to open the user's Groups tab and click Edit.
2. In the Group field, type the name of the new Group.
3. Create the new Group when prompted.
4. Click Save.

The new Group is created and the user is added to it.

Tips

• A user can belong to multiple Groups.
• There is no limit to the number of Groups you can create or assign to a user.
• Groups can be used to filter reports, invite users to Courses in bulk, and restrict access for Trainers, Managers, Team Leads, and Reporters.