How do I create and manage a group?

Groups help you organize your users, making it easier to filter reports and invite multiple trainees to Courses at once.

There is no limit to:

• The number of groups you can create.
• The number of groups a single user can belong to.

Create a Group

1. From the left navigation menu, click Users.

2. In the upper-right corner, click the Set Up dropdown and select Groups.

   

3. The Groups management page will open, displaying all existing groups in your account.

4. If you are an Administrator, Trainer, or Manager with access to all users, click Create Group in the upper-right corner.

   

5. Enter a name for your new Group and press Enter.
6. Once the Group has been created, select it from the list on the left to display its details.
7. Use the pencil icons to:
   • Rename the group.
   • Add group members.

   • Remove group members.

     

Invite an Entire Group to a Course

You can invite all members of a Group to a Course simultaneously.

1. Open the desired Course.
2. Navigate to the Invite screen.
3. Select the appropriate Group.
4. Check the box next to the Group name to select all Trainees in that Group.