Summary
LearnUpon lets you create groups, and assign users to groups, to manage training for large numbers of learners.
This feature is available to all customers.
Groups are an effective way to organize your learners, to:
- assign training for sets of learners
- report on training for compliance requirements
Groups can represent departments, teams, work sites, or partners.
Groups act as containers for holding learners. If you delete a group, you do not delete the accounts within it: you delete only the container which held the learners together.
Tip: If your organization uses dynamic rules to assign large numbers of learners to groups, best practice is to create groups and enroll those groups on courses first. You can assign courses to groups which have no learners in them. Add learners to groups using dynamic rules as a second step.
Access permissions
Within LearnUpon, admins assign managers to a group. If a group has no manager, an admin can access the group to make changes as required.
Manager permissions apply to learners within the manager's groups only. The permissions do not apply outside the group. Managers can't browse other groups, or view individual learners' data.
An admin must assign a manager to at least 1 group, for the manager's permissions to work.
See User types and permissions: managers for a complete list of permissions available to managers.
Create a group
To create a new group on your portal:
- From main navigation go to Groups.
- From the Groups page, in the Actions Menu Add group.
- Enter a name and a description.
- If required, enable Sync group with SAML SSO.
- Save to finish.
Note: If you use SAML integration to synchronize the groups between your portal and the IdP, enabling Sync group with SAML SSO lets you automatically add or remove users from the group. You need to set up the SAML integration, before the option appears on your page.
See Set up SAML for your portal.
Add users to a group
These instructions explain how to add individual users to a group. If you already have groups in place, you can add as many users as required to groups using a batch user import. See Upload users by batch CSV file.
- From main navigation, go to Groups > your group.
- From the group page, select the Users tab on the secondary navigation menu.
- From the Action menu, select Add User.
- Enter a User email address in the search field, or scroll to view names, to select your user.
- Select Add to Group.
Note: If the user does not exist in the current portal when added to the group, the user receives an invite. The user remains pending until they accept their invitation.
Invite users to a group
Inviting users sends the user an email invitation, which requires their response. Until they respond, they are a pending user.
- From main navigation, go to Groups > your group.
- From the group page, select the Users tab on the secondary navigation menu.
- From the Action menu, select Invite Users.
- Enter the user email addresses, and select Invite.
See Manage Groups for details about managing invitations to users.
Delete a group
To delete a group on your portal:
- From main navigation go to Groups.
- From the Groups page, in the card of the group you are deleting, select More > Delete.
- In the confirmation dialog, indicate how you want LearnUpon to handle any learners in the group who are on a course:
- Let users finish the course
- Unenroll "Not started" and “In progress" enrollments. “Completed", “Passed" and “Failed" enrollments will remain on the learner's records
- Save to finish.
The following screenshot shows the More > Delete option for a sample group called Accounts Team.
The following screenshot shows the confirmation dialog, for choosing how to handle learners in the group after deletion.
Note: This dialog appears for any Delete Group action, even if the group is empty.
See: