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How to Create a User Group Management Role

Pro Trainer
Learning Center
High Volume & Corporate

User Groups are an all-around tool that can help you optimize internal training initiatives, finely segment your audience to provide tailored user experiences, and unlock a world of possibilities! Adding users to groups is a breeze, and you can even automate this process using predefined rules to save you time and effort.

Upon setup, all users meeting the specific requirements will be added to the created group. You can:

  • Group users and enroll them in specific courses.
  • Create a User Group Manager with extended management permissions and assign a user group to them. They can manage the product they are assigned to, which consists of a group of students and optionally courses. 
  • Personalize the user experience by providing a custom after-login page for each group.

Your customers will be able to manage the users they add to the user groups using the User group Manager Role. In this article, we will learn more on how to create user group managers.

User Group Management Role Permissions

The available permissions that can be assigned to the User Group Management roles are:

  • Manage users (Bulk actions in users' data Create a user, Perform advanced user actions, Perform basic user actions, Update user progress, Delete a user)
  • View users (view their users' User card with only the Profile, Courses, and Activity tabs)
  • View user groups & seat offerings
  • View user group members & multiple-seat members
  • View user analytics
  • Manage user segments
  • Export user analytics
  • Manage scheduled reports
  • View the activity history of the users that are in the group.
  • Manage and View gradebook 
  • Manage and View certifications 
  • Manage and View the review center

We provide one Predefined user group manager role; however, it is also feasible to create Custom Roles with the aforementioned permissions. 

The Predefined role offered is the following:

User Group Manager: The User Group Manager can manage their groups and assign users to them.

Create a User Group Management Role

There are different ways to create a new User group Management role:

Navigate to Users User Roles:

a.  Create a custom role and choose the role to start from.

b. Hover over the User group Manager (predefined role), and click on Create one based on the specific role.

Assign a User Group Manager Role

There are multiple ways to assign the User Group Manager role to a user. 

Navigate to Users User Roles and click on Managers and +Add user group/t manager to fill in the following:

  • Username
  • Email
  • Role (choose a User Group management role)
  • User groups (Choose the user groups you wish to assign)
  • User tags
  • Sign-up validation rules

a. Click on +Add user and assign the User Group Manager Role in the User role field.

b. Hover under the three dots next to an existing user, choose Edit User, and assign a User group Manager role in the User role field of the Update user panel.

Simulate the User Group Manager Role

You can check the aspects of the platform that the specific reporting role can view without having access to the actual data, by hovering over the role on the User Roles page and clicking on the Simulate option.

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