Create groups by team, region, projects - whatever best fits your organization - to make it easier to assign playlists, track progress, and run reports.
I want to:
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 the ‘+’ 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, select Import by CSV.
Download this CSV if you’d like to edit your existing learners with the option to add new learners from your team at the same time, select Download Template from the Manage Data card.
Download Sample Data:
Download this empty template to add learners from your team by choosing Download Template in the Download Sample Template card.
The CSV that you download will have four columns: First Name, Last Name, Email, and Group Admin.
Note: Do not delete or edit the column headers; they are required for a successful import.
In the CSV, you can add new learners and make edits to existing learners as needed. The Group Admin column has two potential inputs: “0” for a non-administrator and “1” for an administrator. If you have questions about what an administrator can do, see this article.
Once your edits are complete, click on “Select a file” to upload or drag and drop your updated CSV onto the Import Data card.
After a moment, you will see a list including all new learners added and all edits made. Review this list to ensure accuracy.
Note: This list will only reflect changes to existing learners and new learners added. Unchanged learners will not be listed.
If the changes appear accurate, select Import. You will be routed back to your group page where you will see your changes reflected.
Additional notes about managing groups:
- Groups can be managed via CSV by both Account Administrators and Group Administrators (For information about account roles, see this article.)
- 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 choose Manage by CSV.
Selecting the Playlists tab on the Group Detail page will allow you to assign playlists to your group and manage playlists that have already been assigned.
To assign a playlist, choose the Assign a Playlist button in the top right and the playlist pane will appear. You can choose from Custom playlists that you have created or Certification playlists that have been curated by CBT Nuggets.
Check the box next to the playlist(s) you’d like to assign to the group and select Assign. Learners in the group will receive an email informing them that a playlist has been assigned and by whom it has been assigned. Further, when learners log in to their CBT Nuggets account, they will see the playlist listed on their My Learning page.
To unassign a playlist, select the ellipses [...] to the right of the playlist you’d like to remove and select Unassign from Group.
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.
Select the group(s) you’d like to run a report for from the Group(s) dropdown in the report filter area.
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.
See this article for more information about Managing Learners.