Creating a Group of Users

If you are looking for a way to search for a group of Users, then User Groups is the tool to use. You can name a group and apply it to a set of users. You can then use the group as a filter on Find pages and Choose dialogs for users. This can be a helpful tool to categorize your instructors or students.

The first step is to create your User Group. Then you will add your users to the group. Once these are set up and you are on a page or in a dialog that searches for users, you can use the User Groups filter to find them.

Create A User Group

To create a User Group:

1. On the Admin menu in the User Group group, select Create User Group.

2. Input a Name.

3. If applicable, select Choose next to Company, select the company, and select OK.

4. Select Save.

Add Users to a User Group

After the User Group has been created, the users need to be added to the group. You can add users to the group in two ways: 1) from the User Group, or 2) from a User Profile.

From the User Group

This method is recommended for when you have multiple users to add to the same group at one time.

To add users via a User Group,

1. Navigate to the User Group profile.

2. On the User Group profile, select Add Users.

3. This opens the Users page that lists current users. On this page, select Add Users.

4. This opens the Choose User dialog. Input part of the user's First and Last Name.

5. Select Search.

6. Select the user in the results and then search for another user.

7. Continue searching and selecting until all your users are chosen.

8. Select OK to add them all to the group.

9. Select Save to update the group.

From a User Profile

This method is recommended for when you only have one user to add to a group or you want to add a user to multiple groups.

To add a User Group from a User Profile,

1. Navigate to the user's profile.

2. Select Edit.

3. On the Groups tab, select Add Groups link.

4. This opens the Choose User Group dialog. Input the group name and select Search.

5. Select the User Group(s) from the search results and select OK.

6. Select Save to save the changes on the User Profile.

Search by User Group

Once the User Group is created and the users have been added, you can use the User Group filter to help find them in searches. This filter is available from the Add filter menu from any page or dialog that searches for users, such as Find or Choose Users, Find or Choose Instructors, or Find Enrollments.

The User Group filter works a little differently than an ordinary text field.

1. Once the filter is added, begin to type in part of the group name.

2. As you type a dropdown list will appear below the text field with the names of user groups matching what you have typed. Select the desired group from the list.

3. Select Search.