Create and manage Groups

With Groups, you can organize learners into teams and automate training assignments, so your people get the right courses instantly.

What are Groups and why use them?

Groups help you manage training at scale by structuring learners into logical teams, for example, by department, location, or role.

Instead of assigning courses to each individual separately, you assign a course once to a group. The platform then:

• Enrolls all current group members
• Automatically enrolls new members added later
• Updates enrollments when members are removed

Groups allow you to:

• Reduce manual administrative work
• Minimize the risk of human error
• Ensure consistent training across teams
• Accelerate onboarding for new hires

Groups give license holders and managers full control over team organization, without needing support to make changes.

How to create a Group

1. Go to Groups in the left-hand menu
2. Click Create group
3. Enter a group name
4. Add members by:
   • Searching by name or scrolling through the member list
   • Selecting the members you want to include in the group
   • You can also appoint a member to be a Group Admin
5. Click Save

Your new group will now appear in the Groups overview.

Managing your groups

Once created, you can update groups anytime by:

• Editing the group name
• Adding or removing members
• Appointing Group Admins
• Deleting a group when it’s no longer needed

Members can belong to multiple groups, so you can organize learners in flexible ways.

Appointing and managing Group Admins

License holders and managers can appoint up to 5 Group Admins for each group to help manage learning for that group.

To appoint a Group Admin:

1. Create a new group or open an existing group
2. Select the members you want to appoint as Group Admins
3. Save your changes

Group Admins can:

• Assign courses to the groups they manage
• Assign courses to individual members within those groups
• View learning progress for their groups in Team Analytics

You can add or remove Group Admins at any time by editing the group.

Assigning courses to a group

When you've created a group, you can assign specific courses to the group.

1. Go to Assigned courses and click "Assign course."
2. Select the course and click Next
3. Choose Assign groups and select the group you want
4. Set a due date
5. Click Save
6. The course will now be assigned to everyone in that group.

What happens when group membership changes?

Groups stay dynamic: your assignments stay up to date automatically.

Adding a new member: When you add someone to a group, they are automatically enrolled in any courses assigned to that group.

Removing a member: When you remove someone, they lose access to the group assignment.

Deleting a group: If you delete a group, any course assignments linked to that group are also removed.

With Groups, you can automate onboarding, reduce admin workload, and ensure every learner gets the right training at the right time, even as your organization grows.