Groups

Create persistent groups in your workspace to organize users. Groups simplify the process of assigning materials and managing learners collectively.

Overview

A workspace is composed of individual learners who can be organized into Groups. A Group is a named, reusable collection of users. Unlike a one-off bulk assignment, you can create a group once (e.g., "Marketing Department," "New Hire Cohort - Q3") and use it repeatedly for different training initiatives.

The primary purpose of a group is to streamline assignments. When assigning a course or policy, you can select one or more groups instead of having to find and select each individual user.

Consider creating groups for:

Departments: A "Finance" group for compliance training.
Project Teams: An "Alpha Project Team" group for specialized software training.
Roles: A "Managers" group for leadership development courses.
Onboarding Classes: A "New Hires - September" group to receive their initial set of materials.

The Groups Page

You can manage all groups from the main Groups page within your workspace. This page provides a central location to view, create, and manage your user groups.

The main feature of this page is a table listing all existing groups. From here, you can utilize several tools to find and organize your groups:

Search: Quickly find a group by typing its name into the search bar.
Filter: Narrow down the list of groups by their creator (Author).

If no groups have been created yet, you'll see a prompt to create your first one to get started.

Creating a Group

Administrators can create a new group directly from the Groups page by clicking the Create group button. The creation process involves naming the group, choosing an icon, and selecting its initial members.

The Create Group dialog allows you to:

Set a Name and an optional Icon for the group. The name is required and has a 50-character limit. The icon can be selected from an emoji picker for easy visual identification.
Add members from a comprehensive list of all users in the workspace. You can search this list or filter it by Department to easily find the right users.

Managing Groups

Once a group is created, you can modify its details and membership at any time. The following actions can be performed from the Groups page, typically after selecting a group from the list.

To modify a group, select it from the list and choose the "Edit" action. This opens the Edit Group dialog where you can change the group's name, icon, and membership.

The membership management interface uses a two-panel layout:

The Current Members panel on the left lists all users currently in the group.
The Available Users panel on the right lists all users in the workspace who are not in the group.

You can move users between these two lists to stage them for addition or removal. All changes are temporary until you click the Save Changes button.

You can create a copy of an existing group. This is useful if you need to create a new group with a similar membership to an existing one. The "Duplicate" action will open a dialog pre-filled with the selected group's information, allowing you to create a new, separate group.

Groups that are no longer needed can be permanently deleted.

To prevent accidental deletion, you must type the word "DELETE" to confirm the action.
A notification will confirm when the group has been successfully deleted.

Assigning Materials to Groups

The primary benefit of groups is simplifying the assignment process. When you go to assign a material, you can select one or more groups. All current members of the selected group(s) will be automatically chosen for the assignment, saving you from having to select each user individually.