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Organising people into groups

Create groups so you can assign training and read reports by team.

Written by Customer Service Learninghubz

Groups do two jobs: they let you assign training to several people at once, and they let you read the numbers by team rather than person by person.

Seeing your groups

In Admin › User Management, the left-hand column lists the whole company and, below it, each group with its member count. Click a group to filter the table down to those people.

Creating a group

  1. Click the box at the top of the column that lets you create or select a group.

  2. Type the name of the new group.

  3. Click the option to create it.

Tip

Groups appear as a filter on the Metrics Dashboard and as a column in content reports. It is worth making them reflect how the organisation thinks about training — by department, by role, or by compliance population — rather than mirroring the full org chart.

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