Adding a group

Go to Manage > Groups.



Enter a group name in the field then click Add group. For example, this will add a group called Delivery.

Add as many groups as you like, but don't overcomplicate it. If you have more than 10 groups, it starts to get complicated.

Editing and deleting a group


Click Options > Rename if you want to change the name of the group. Click Options > Delete if you want to delete the group. Note: if you delete a group with active trainees, it might remove access to course modules or stop them seeing results from modules that they had access to in that group. Any trainees assigned only to a group that is being deleted will be reassigned to the current default.


Changing the default group

From the options menu, choose Make default.


Assigning a trainee to a group

To add a trainee to a group after you've invited them, go to Manage > Trainees and courses, then search using the search field. 


Click Search to display trainees that match. Then click Options > Edit, select the new modules and click Save.

Removing a trainee from a group

Repeat the above process but deselect the modules you don't need and click Save.