Groups are a way of organising your users into different categories, such as subjects, cohorts or locations. They also enable you to assign 'Tutors' who can view the progress and completion of some groups but not others.

⚠️ Note: Groups must have courses assigned to them. If you don't assign courses to groups tutors will not be able to see the group's progress and completion.

Making a new group

Create the group

To make a new group go to the Groups list. Make sure you are in Edit mode by clicking Edit in the top right. The header bar should be green.

On the right hand side, click Add Group. Set a name for your group.

Add courses to the group

To add the courses to a group, go to the Courses tab inside the group. On the right hand side click the edit icon next to Courses. Select the courses you would like to add by clicking on them. You can Ctrl or Shift select to select multiple courses at once.

Click Save when you have finished.

If you would like to add the whole training library at once you can go to Add product in the bottom left of the Edit courses popup. Select any available product and save.

Remove courses from a group

To remove unwanted courses from the group, go to the Courses tab inside the group. On the right hand side click the edit icon next to Courses. Select the courses you would like to remove by clicking on them until they show a red icon in the corner. You can Ctrl or Shift select to remove multiple courses at once.

Click Save when you have finished.

⚠️ Note that removing a course from a group does not remove it from the group members. You must do this manually.

Add learners to the group

Learners are users who can be monitored by the group's tutors.

To add a learner, go to the Learners tab in the group. On the right hand side go to Add learner and choose an option:

All users: select any user(s) in your organisation to join the group. You can Ctrl or Shift click to select many users at once
New user: create a brand new user to join the group as a learner

Add group tutors

Tutors are users who can monitor the progress and completions of the group's learners (not other group tutors).

To add a tutor, go to the Tutors tab in the group. On the right hand side go to Add tutors and choose an option:

All users: select any user(s) in your organisation to join the group as a tutor. You can Ctrl or Shift click to select many users at once
This group: find a user already in this group and make them a tutor
New user: create a brand new user to join the group as a tutor

Delete a group

Inside a group, on the right hand side, go to Delete. Confirm that you want to delete the group.

Note that deleting a group does not delete users. Users whose only group you delete will appear as In no group. Deleting a group does not remove any courses or licences from users.

Edit a group's name

Inside a group, on the right hand side, go to Edit. Type in the new name and save. The group name cannot be more than 28 characters long.

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