This article will walk you through creating groups by team, region, projects - whatever best fits your organization - to make it easier to assign courses, track progress, and run reports.
Creating Groups
To create a group, navigate to the Groups section from the Organization section in your account. To get there:
- Click on your Organization’s profile icon in the left pane
- Click Organization
- Select the Groups tab
- Click New Group
- Create a Group name, add members, and add an optional description.
From the steps above, you can add Group Members. If you would like to add group admins:
Add members or admins to an existing group:
- Click on your Organization’s profile icon in the left pane
- Click Organization
- Select the Groups tab
- Click on the Group you would like to manage
- Click Add People
- Select members from your organization
- Select their Group Role: Member or Group Admin
- Select Add to group
Managing Group Members
From the Groups page, you’ll see basic information about each group, including the group name, total members, and the date the group was created. Selecting the ellipses ... or clicking the Group name will provide you the ability to remove users, edit Group roles, and view Enrollments for your group.
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 group role and 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 People from the top of the page.
Additional notes about managing groups:
- Group Administrators can only manage the users within their groups. They cannot create groups or add users to other groups.
- Account Owners and Learning Admins can manage all of the Organization's groups.
Course enrollments for groups
Administrators can add enrollments for their Groups. Enrolling a Group in a course is like assigning them that course.
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Navigate to the course you would like to enroll
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Click Enroll from the course page
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Click the X next to Myself under "Who would you like to enroll?"
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From the dropdown, select your organization
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Ensure the toggle is set to Groups
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Select the Group you would like to enroll
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Click Enroll
To see what enrollments a group has been assigned
- Select your organization from the left pane
- Click Organization
- Click Groups
- Click on the Group you're interested in
- Select the Enrollments tab
Group Reporting
To run a report for your group, navigate to the Analytics section of the site.
- Select your organization from the left pane
- Click Analytics
The Training Activity and Learner Progress reports can be sorted by Group.
- Navigate to your preferred report
- Select the Group dropdown
- Select your desired Group(s)
If you are the Account Owner or Learning Admin, 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 article.