Creating and Managing Groups
Organize users into groups for easier management and certification assignment. Business and Enterprise feature.
Step-by-Step Guide
Follow these steps to complete this tutorial.
Access Groups Management
Navigate to Settings > Groups to view and manage groups. Note: Groups management is a Business and Enterprise feature. Upgrade your plan to access this feature.
Create a New Group
Click "Create Group" button. Enter a descriptive name (e.g., "Sales Team", "Engineering", "Management"). Add an optional description to explain the group's purpose.
Add Users to Group
Click the "Manage Users" icon (user add icon) for any group. Search and select users to add to the group. You can add multiple users at once. Users can belong to multiple groups.
Assign Certifications to Groups
Click the "Manage Group Certifications" icon (book icon) for any group. Select certifications to assign to the entire group. All group members will see these certifications in their dashboard.
Important: Default Access Behavior
When no groups exist, all users can see all certifications. Once you create groups and assign certifications, users can ONLY see certifications assigned to their groups.
Need More Help?
Questions about Creating and Managing Groups? Our support team is here to assist you.
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