Groups and users

The group is the backbone of access: a track is distributed to groups, statistics are filtered by group, and engagement (notifications, campaigns, roles) targets groups. This section covers the full cycle: build the groups, put people in them, then keep them alive. To place groups next to departments and permissions, see Understanding structure and permissions.

The articles, in deployment order

• Understanding groups: what a group gates (content, statistics, engagement) and why a badly designed group costs you three times over.
• Creating and organising user groups: creation from the Users/Groups tab, naming, and how to organise groups.
• Adding users: the four modes of the Add/Create a learner panel, from searching an existing account to importing a file.
• Exploring the user list: the connection statuses, column selection, filters and export.
• Dynamic groups: describe with criteria who belongs in a group and let the platform apply the rule.
• Roles in a group: team leader, coach, validator, animator, and what sets a role apart from an administration permission.
• Setting up a team leader: which settings to open and the group size that makes follow-up workable.
• Signing in as one of your learners: check from a learner account that distribution delivers what you expect.
• Deactivating and reactivating a user: handle a departure without deleting the account or losing its history.
• Common problems: start from the symptom when learners cannot see their content.