Updated as of Version 26.02.
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Create & Manage User Groups

 
To create or edit user groups, your user role must have unrestricted access to the User Groups feature. 

Create a User Group

  1. Go to Manage Center > Users > Group and Organization > User Groups.
  2. Click + Create User Group.
  3. In the User Group Name field, enter the group name.
  4. In the User Group Description field, enter a description (this is optional and is only shown on the User Groups page).
  5. If your LMS instance uses multiple logical domains, select an option in the Logical Domain field.

Please contact your system administrator to understand your organization's use of logical domains.

  1. Select the users to add to the group.  The table below contains guidelines for selecting users.
SectionDescription
Users/Org/Role

In this section, you can choose specific users for the group or based on their roles or organization.

If you are assigning based on organization, click the Selected and their suborganizations radio button to include users from any sub-organizations.

Employment Information

In this section, you can choose users for the group based on information from their employment profile.  

An asterisk * beside a field name indicates that you can enter multiple values. They must be separated by a semi-colon ;

Job Profiles & Competencies

In this section, you can choose users for the group based on their assigned job profiles an competencies.

If you select a competency, select the highest and lowest proficiency levels from the drop-down lists in the Selected Competencies: section.  Users with an attainment level outside of these parameters will not be selected based on the competency.

User Attributes

In this section, you can choose users for the group based on any custom user attributes.

You must have at least read-only access to a user attribute to view and select it here.

Organization Attributes

In this section, you can choose users for the group based on any custom organization attributes.

You must have at least read-only access to an organization attribute to view and select it here.

  1. Click Save. 

Set the User Group Permissions

To set permissions around who can view, manage and edit a user group, locate the appropriate group on the User Groups page. Click the action menu and select Permissions. Use the permission selector, following the guidelines below:

  • Read-only allows the user to view user of the member group.
  • Unrestricted additionally allows the user to update, delete and set permissions for the user group.

View the User List

To view the user list for a group, locate the appropriate group on the User Groups page. Click the action menu and select View Member List.

Delete a User Group

Deleting a user group removes it from other saved settings that use it to select users, such as user targeting templates. To delete a user group, open the appropriate group on the User Groups page. Click the Delete button.

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