Organize Staff into Groups

Groups let you organize team members so you can filter the members list and assign courses to everyone in a group at once. Think shifts, departments, or job roles.

Prerequisites

• You must be a Manager on the team.

Create a group

1. Click Groups in the top navigation.
2. Click New Group.
3. Enter a Group name, for example "ARF Admins".
4. Select the members to include.
5. Click Create Group.

Add members to a group from the members list

1. Click Members in the top navigation.
2. Check the boxes next to the members you want to group.
3. Click Group… in the action bar.
4. Pick an existing group from the Group select, or choose New group… and type a New group name.
5. Click Add to Group.

Next Steps / Troubleshooting

• To assign courses to a whole group, open Groups and click Assign next to the group.
• To rename a group or change its members, click Edit next to it. Deleting a group does not remove anyone from the team.
• On the Members page, use the group filter next to the search box to see just one group.