This article will walk you through creating groups by team, region, projects - whatever best fits your organization - to make it easier to assign playlists, track progress, and run reports.
- Creating Groups
- Managing Group Members
- Creating and Sharing Custom Playlists
- Assigning Playlists
- Group Reporting
To create a group, navigate to the Groups section of Learner Management in your account. To get there:
- Select your name in the top right of the screen
- Select My Account from the dropdown
- Select Learner Management from the list on the left
- Select Groups under Learner Management
Select the Create New Group button in the upper right corner of the site.
- Enter your group name
- Select Save if you would like to add learners at a later time
- Select Save and Add Learner if you would like to add learners to your group now
If you choose Save and Add Learner, you will be taken to a page with a list of all learners in your account. Use the search bar or browse for the learners you’d like to add, then press next to their email address to add them.
Once you’ve selected all the learners you’d like in the group, scroll to the bottom of the page and select Add to Group. You’ll receive a confirmation message once the learners have been successfully added.
Managing Group Members
From the Groups page, you’ll see basic information about each group, including the group name, total group admins, total learners, and the date the group was created. Selecting the ellipses ... will provide you the ability to delete, rename, or export the group details to CSV.
Select a group name to see more details about a specific group. You’ll see a list of all learners in the group including their account role (Account Admin, Group Admin, or Learner), as well as the date that person was assigned to the group.
If you'd like to add learners to your group, you can do so by selecting Add Learner to group from the upper right corner of the page.
Alternatively, you can add learners to the group via comma-separated value (CSV). To manage groups via the CSV tool:
From the Groups section of Learner Management in your account, select the name of the group you would like to manage.
If your group has existing learners, select Manage by CSV from the upper right corner of the page.
If you have not added any learners to your group, and you would like to add Learners individually, select Add a Learner. Select Import by CSV if you would like to add several Learners to a group.
For more information see the Managing Learners by CSV section at Learner Management.
Additional notes about managing groups:
- Groups can be managed via CSV by both Account Administrators and Group Administrators (for more information, see Account Roles.)
- Group Administrators can only manage the users within their groups. They cannot create groups or add users to other groups.
- To manage a different group via CSV, go to that group’s page and select Manage by CSV.
Creating, assigning, and Sharing Custom Playlists
Group Administrators can create, assign, and share playlists for their group(s). See Assigning Content for more information.
To run a report for your group, navigate to the Reports section of the site. From the list on the left, select the type of report you’d like to run.
The first time you run a report, you may need to select the group(s) you’d like to run a report for from the Group(s) dropdown in the report filter area. Thereafter, you can click Update Filters and edit the filter options.
If you are the Account Owner or Account Administrator, you will have access to reports from all groups. If you are a Group Administrator, you will only be able to select the groups where you are an administrator.
For more information see our Learner Management and Account Roles articles.