With big teams, come big additions, big changes, lots of data and lots of adjustments. You can make managing your Groups, an seamless process, by going through the following steps...
Adding Members
From the Users page
1. Click on the three-dot option, next a User's name.
2. Select Add to Group, to open the pop-up.
3. Click on the drop-down list to select one, or multiple, Groups.
4. You can remove a Group from the list, via the red removal icon.
5. Click the Add to Group button to finish. Once you've invited them, they'll receive an email to be added to the Group.
Note:✨ As a Manager, you will be automatically added to Groups you create, by default.
Note✨ : To enhance loading times across your organisation's learning space - giving you a greater user experience - we have removed the sorting option on a select few columns.
You can also bulk add multiple Users, at once, to a Group.
1. Click the checkbox next to the Name column title.
2. Select the Add to Group icon, form the appearing options.
3. The same pop-up will appear as above.
From the Groups page
When adding a new Group
1. Click the Add Group button, to open the Add Members pop-up.
2. You can up to 30 members to begin with (adding more once your Group is created)
3. Click Add Members to finish.
For Existing Groups
1. Click the 3-dot menu, of a Group, within the Name column.
2. The Add Members pop-up will open > select Users from the Members list.
3. You can also add over 30 Users at once, via the Import tab.
4. In the Import tab, download, edit then re-upload the CSV template.
5. Click Add Members to finish.
From a Group subpage:
1. Click the Add Members button.
2. The pop-up will appear with the Members and Import tabs.
3. Follow the same steps as mentioned above.
Removing Users:
1. Dashboard > Users > Groups > select your specific Group.
2. Select the Members you'd like to remove by either...
a) Clicking on the three dots next to a User > clicking Remove User > clicking Delete.
b) Selecting multiple Users > clicking on the Remove User icon > clicking Delete.
Editing Groups:
From the Groups page:
1. Dashboard > Users > Groups > click on the three dots next to the Group you want to edit > click Edit.
2. Change the name or add Channels you want to Padlock to the Groups.
3. Click Update Group.
From a specific Group subpage:
1. Dashboard > Users > Groups > click into a specific Group you want to edit > click on the pencil icon next to the Group name.
2. Change the name or add Channels you want to Padlock to the Groups.
3. Click Update Group.
Note✨: Points to note for Managers include:
The Manager, who originally created the Group, will have been added to said Group automatically. They won't be able to remove themselves, so would need another Manager in the Group or any Admin, to do this for them.
If a User who has an Org User Role of Manager, but has been given a Read Only Group User Role, they won't be able to see any dashboard data for the other Users in that specific Group. The exception being only if those Users are included in another of the Manager's Groups, where they have a Manager Group User Role.
Deleting Groups:
1. Dashboard > Users > Groups.
2. You can delete Groups by either...
a) Clicking on the three dots next to the Group you want to delete > clicking Delete > confirming by clicking Delete on the pop-up.
b) Selecting multiple Groups > clicking on the dustbin icon > confirming by clicking Delete on the pop-up.
Take a look at our video tutorial for a visual walk-through:
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