How do I create and manage a group?

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Create a group by going to the users navigation. Here you will find a Set Up button at the top right with the drop down option of “Groups”.



Click “Groups” to get to the group interface. If you are an Administrator or a Trainer or Manager who has access to all users you will be able to use the “Create Group” button.



Once a group has been created you can click on the group name on the left, and have the group details appear on the right. Click the pencil icons to edit the group name and/or add and remove group members.

 

Entire Groups of Trainees can be Invited to Courses from the Invite screens within a Course or Series.  Just click on the Group name and check the box to select all of the Trainees.  




 

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