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Manage users via groups

Guidance on using groups to organise learners for other admin area tasks.

Written by Liam Smith

Administrators can create groups to organise learners, target tasks or programmes, and improve reporting. You can set up unlimited groups and add or remove users whenever needed.

View existing groups

To view your existing groups, follow the below steps.

  1. From the home page, click your initials, then select Admin Area.

  2. Click Manage groups, then enter your client token and click Load groups.


Create a group

To create a group, follow the below steps.

  1. From the home page, click your initials, then select Admin Area.

  2. Click Manage groups, then enter your client token and click Load groups.

  3. Enter a name for the group in the Add new group field, then click the + icon.


Add users to a group

When creating users manually (single or multi‑account), you can add them to a group. To do this, follow the below steps.

  1. From the home page, click your initials, then select Admin Area.

  2. Click Manage groups, then enter your client token and click Load groups.

  3. Search for and select the relevant group.

  4. Enter the users email address in the Add user field, then click the + icon.

  5. Repeat step 4 as needed, then click the + icon to add all users into the group.


Remove a user from a group

To edit or remove users in a group, follow the below steps.

  1. From the home page, click your initials, then select Admin Area.

  2. Click Manage groups, then enter your client token and click Load groups.

  3. Search for and select the relevant group.

  4. Click the X icon next to the relevant user.

  5. Click OK to delete the user from the selected group.

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