User Group Management

USERS GROUP

User group management is all about user group creation, and updates being made. A user's business functions or departments that they belong to in an organization, are defined here.

Creating a User Group

  1. To access the User Groups page, click the User Groups icon from the main menu.

  2. The access the Create Group page, click the Manual option by clicking the Create Group button.

  3. Enter the group name, select the Manager, and select the user(s).

    • If the users created have not been assigned the role of a Manager, then they would not appear in the user list.
    • When selecting users in the Users field, typing the first letter of the name, fetches all the names that start with that letter.
    • Select the relevant users who need to be added to this group by checking the box.
    • If the user list goes beyond a page, there is an option to move to the next page or navigate between pages.

  4. Click the Create button.

    • An email is generated to the new user to their registered email address.

Creating User Groups in Bulk

  1. To access the User Groups page, click the User Groups icon from the main menu.

  2. The access the Create Group page, click the Import option by clicking the Create Group button.

    • To download the Excel Spreadsheet in either .CSV, .XLS, .XLSM or .XLSX, click the Download Sample Format link.
    • The template is saved to the Downloads folder.
    • The Excel Spreadsheet can be moved to any location.

  3. Upon download, the Excel Spreadsheet will not have any data.

  4. Double-click the Excel Spreadsheet to view the columns.

  5. Enter the relevant details in the Excel Spreadsheet and save this file to the desired location.

  6. Click the CHOOSE FILE button and select the Excel Spreadsheet that was saved earlier and click the Open button.

  7. The Excel Spreadsheet gets attached.

  8. Click the Create button.

Editing a User Group

  1. To access the User Groups page, click the User Groups icon from the main menu.
  2. To access the Update Group pane, click the relevant group name.
  3. Update the group name, select the Manager, select the users, as required.
  4. To save the details, click the Update button.

Deleting a User Group

  1. To access the User Groups page, click the User Groups icon from the main menu.
  2. To access the Update Group pane, click the relevant group name.
  3. To delete the user group details, click the Delete icon.
User Management Learner Dashboard