Who is this article for?

Administrators who need to organise trainees into groups for better management and learning experience.

Admin role and Ultimate Plan permissions are required to create hierarchical groups.

This article explains how to create a new user group to categorise learners by location, job role, or other criteria.

1. Creating a group

To create a group:

1. Go to Manage.
2. Select Groups.
3. Click Add.

4. Provide a Name for the group.
5. Optionally, add a Description.
6. Select a Parent Group if needed.
   Only users with an Ultimate Plan can create hierarchical (parent-child) groups.
7. Select one or more Supervisors for the group.
8. Click Save.

You will be redirected to the group details page.

2. Adding users

To add a user to a group:

1. Open the group.
2. Navigate to the Members tab.
3. Click Add Member.
4. Select the users you want to add.
5. Click Add.

Further reading

• Managing a group