Groups can be used to assign specific roles and permissions to users, generally admin users, or to create a cohort of students who can be monitored by a Partner Admin.

It is not necessary to assign students to a group unless their progress needs to be monitored by a designated user, such as a partner admin. By default, when no group is assigned, the user will receive standard student permissions, while credits will determine course access. 

Creating a new group

Follow the steps below to create a new group: 

  1. Select Users>Groups from the main menu.
  2. Click the Create Group button to open the drawer on the right side of the screen.
  3. Enter a title and description for the new group.
    • If users in this group require admin privileges, toggle the Is Admin switch to active and configure the access rights.
    • If users in this group should be treated as a cohort, toggle the Is Partner switch to active.
    • If users in this group do not need admin privileges or to be in a cohort, leave both toggles set to inactive. 
  4. When finished, click the Save button. 

Some basic examples of admin groups/roles your organization may consider include: 

Root Users have all admin rights.
Content Editor Users can create and edit content, including courses, questions, flashcards, and more, but cannot publish content.
Content Publisher Users can publish content created by other admins, including their own content. 
Moderator Users can manage community discussions, but not other users or content.
User Manager Users can manage non-admin groups and users.
Reporting Admin Users can approve activities pending review and manage the reporting workflow.

 

Adding users to a group

Follow the steps below to add users to an existing group: 

  1. Select Users from the main menu. 
  2. Locate the user or users you wish to assign to a group using the available Search or filter options. 
  3. Select the user or users using the Checkboxes to the left of each user. 
  4. Select Assign Groups from the drop-down menu located above the Last Login column. 
  5. In the Search field, begin typing the name of the group to which you want to assign the users.
  6. Select the desired group from the list of results. 
  7. Click the Save button.


Additionally, individual users can be assigned to or removed from groups from the Manage User area. To do this, navigate to Users>Users from the main menu, select the user to view their details, and then select Permission Groups from the drawer on the right of the screen.

 

IMPORTANT: Assigning users to a group does not remove or limit their existing permissions. Depending on the privileges and permissions the user already has, you may need to make changes at both the group and user levels to remove permissions. 

A user admin has the ability to manage all non-admin users and groups, but cannot create admin groups or assign existing users to admin groups. 

Assigning a user Partner Admin rights

Partner Admins can view the course progress and detailed reports for students in their cohort. A user must first be assigned to the group for which they will act as a Partner Admin. 

Follow the steps below to make a user a Partner Admin: 

  1. Select Users>Users from the main menu.
  2. Locate the user using the available Search or filter options. 
  3. Click the user from the results to see their details.
  4. Select Permission Groups from the drawer on the right of the screen.
  5. Find the group for which you wish to make the user a Partner Admin. 
  6. Under the Partner column, click the shield icon. Then, confirm by clicking the Make Partner Admin button. 

 

IMPORTANT: After assigning a Partner Admin, the new Partner Admin must log out and log back into their account to receive their new permissions.

Removing a user from a group

Follow the steps below to remove a user from a group: 

  1. Select Users>Users from the main menu.
  2. Locate the user using the available Search or filter options. 
  3. Click the user from the results to see their details.
  4. Select Permission Groups from the drawer on the right of the screen.
  5. Find the group from which you wish to remove the user. Click the three dots to the right of the group name and select

    Remove User from Group. 


Verifying a user's group

Follow the steps below to verify a user's permissions:

  1. Select Users>Users from the main menu.
  2. Locate the user using the available Search or filter options. 
  3. Click the user from the results to see their details.
  4. Select the Groups tab from the drawer on the right side of the screen to view any groups this user is associated with. Groups can also be assigned to a user from here using the checkboxes. 

Permissions are listed at the top of the page, just below the user's name, ID, and email address.