Group Your Users

Groups are a great way to organize large groups of users and simplify the assignment process. Make groups for classes, departments or whatever you like.

Create a Group

Org Admins and Training Directors can organize users into groups.

1. Select People>Group from the Main Menu

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2. Select CREATE GROUP from the Group screen

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3. Add a group name in the name field on the Create Group screen

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4. Select CREATE GROUP to create the new group

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5. Select ATTACH USER on the Group Detail screen

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6. Use the search box on the Attach User screen to find and select the user to add to the group

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7. Select ATTACH USER or ATTACH & ATTACH ANOTHER to save the user to the group

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Edit Group

Org Admins and Training Directors can edit existing groups within their organization.

1. Select People>Group from the Main Menu

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2. Select the Group from the Group screen

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3. From the Group Detail Screen you can
   • Change the name of the Group, by selecting the edit icon
   • Attach or Detach Users from the Group
   • Attach or Detach Assignments for the Group

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