Skip to content

Groups

Groups let you organize learners into cohorts or training batches for efficient bulk assignment.

Accessible to: Trainers, Workspace Owners, Admins (delete: Workspace Owners and Admins only)

Groups page

Navigate to Groups in the sidebar to view all groups in the workspace.

Each group row shows:

  • Name and description
  • Member count badge
  • Created date

Click a group to expand it and see its members.

Creating a group

  1. Click New Group in the top-right corner
  2. Enter a name (e.g., "Q2 New Hires", "Sales Team APAC")
  3. Optionally add a description
  4. Click Create

Adding members

  1. Expand a group by clicking on it
  2. Click Add Member
  3. Select a user from the dropdown (only workspace members not already in the group are shown)
  4. Click Add

Add members before assigning

Group assignments create individual assignments for all current members. Add everyone to the group before assigning a course.

Removing members

  1. Expand the group
  2. Find the member you want to remove
  3. Click the red trash icon (🗑️) next to their name
  4. Confirm the removal

Removing a member from a group does not cancel their existing assignments.

Deleting a group

  1. Expand the group
  2. Click the Delete Group button (red)
  3. Confirm the deletion

Active assignment protection

You cannot delete a group that has active assignments (status: assigned or in_progress). Complete or cancel the assignments first.

Delete permission

Only Workspace Owners and Admins can delete groups. Trainers can create groups and manage members but cannot delete them.

Using groups for assignment

Once a group is created and populated:

  1. Go to Assignments → Assign Learner
  2. Switch to Group mode
  3. Select your group from the dropdown
  4. All group members will receive the assignment