Groups

Groups allow you to assign specific roles and permissions to users. Users can be placed into a student group to create a cohort, a partner group for B2B clients, or an administrator group to control platform access. 

Creating a new group

Follow the steps below to create a new administrator 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.
   
   
4. Then, select a group type: 
   
   • Student group - create a cohort of students which can be helpful in organizing and managing users.
   • Partner group - create a group of students for B2B clients to track employee performance and manage enrollment.
   • Administrator group - create a group of admin users with scoped permissions (e.g. content editor or user admin).
     
     
5. If creating a Partner or Administrator group, configure the group's access using the toggles. For student groups, skip this step.  
   
   
6. When finished, click the Save button. 
   
   

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.

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 manage enrollment, monitor course progress, and access 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. 

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.