Groups (Professional only)

 

To add a new group, click the Groups icon on the dashboard and click [Add Group].

 

 

• Name: This field is mandatory
• Description: This field is not mandatory. However, it can be useful to enter a description that will assist other who may use the group to assign training.

• Click the "Show advanced settings" link underneath the Description field to view / change the following:
  • Unique group key: This feature is not currently supported
  • Maximum key users: This feature is linked to the unique group key which is not currently supported
  • Default system group: Selecting this checkbox will automatically assign all new users to this group

 

Once you have completed the fields, click [Add]. Further options will then become available to edit the group.

 

 

The options to edit your group will become available after creating the group, or you can edit any group by clicking the icon from the Groups screen.

These options are displayed across tabs to see the group's Users, Courses and Curriculums:

 

 

The [Users], [Courses] and [Curriculums] tabs display a list of all Users, Courses and Curriculums currently assigned to the group. You can download the information from these tabs in Excel-compatible CSV format using the icon.

 

To enroll all the group's users to its courses / curricula, click the [Enroll Members to Courses] button in the Courses / Curriculums tab.