Groups
Organise users into groups for easier management and targeted learning.
As your organization grows, managing individual users one by one becomes impossible. Groups allow you to segment your workforce by department, location, role, or project.
By utilizing Groups, you can mass-assign Learning Paths to entire teams at once, or delegate tracking responsibilities to department managers by making them "Group Leads."
To access the Groups directory, navigate to People > Groups in the Admin Portal sidebar.
1. Organizing Your Groups
The main Groups page displays all your existing cohorts as distinct cards. Each card provides a quick glance at the group's classification, member count, and number of assigned leads.
Creating a New Group
To build a new segment, click the blue + New Group button in the top right corner.
You will be asked to provide:
- Type: Select a classification tag (e.g., Department, Location, Role Level, Cohort, Partner, Customer, Project Team, or Other). This visual indicator helps you keep your directory organized.
- Name: A clear, identifiable title (e.g., "Executive Leadership" or "UK Sales Team").
- Description: An optional brief note on the group's purpose.
2. Group Overview
Clicking on any group card will open its detailed management view. The default Overview tab provides high-level metrics for this specific cohort.
Here you can instantly see:
- Learners: The total number of employees in the group.
- Enrollments: The combined total of active and completed course enrollments across all members.
- Group Leads: The number of managers overseeing this team.
3. Managing Group Learners
The Learners tab is where you control who belongs to this specific cohort.
To add members, click the + Add Learner button. A modal will appear allowing you to search your entire organization's user base. Click the + icon next to any user's name to instantly add them to the group.
Users can belong to multiple groups simultaneously (e.g., an employee can be in the "Marketing Department" group AND the "London Office" group).
4. Assigning Group Leads
If you want a department manager to monitor their team's training progress without giving them full Admin Portal access, you can assign them as a Group Lead.
Navigate to the Group Leads tab.
Click + Add Lead to search for and assign a manager.
Once assigned, this user will gain access to the dedicated Group Lead Portal, where they can view the compliance and course progress only for the learners inside this specific group.
5. Tracking Group Enrollments
The Enrollments tab provides a consolidated view of every course being taken by members of this group.
Instead of checking individual user profiles, you can use this page to monitor team-wide compliance. You can see exactly which learner is taking which course, their current progress percentage, and their status (Active, Completed, or Cancelled). Use the search bar or status filters to quickly identify employees who are falling behind.
6. Group Settings & Deletion
The Settings tab allows you to modify the foundational details of the group.
- Edit Details: You can easily update the Group Type, Name, or Description and click Save Changes.
- Danger Zone (Delete Group): If a project ends or a cohort graduates, you can permanently delete the group here.
Important Note
Deleting a group does not delete the users inside it, nor does it delete their course enrollments. It simply removes the organizational tag grouping them together.