How to Create a Group

Step-by-Step Guide

Go to Administer>Groups
Click +Create
Complete the information
- Name: use a short but descriptive name for users and reporting
- Description (optional): may be useful for users
- Image (optional): we recommend a 300x125 pixels image with no defined edges and minimal or no text
Click Create. This will open the Group page.

Overview of Group Information

Group name
- Groups are used primarily to distribute learning to staff in bulk or to filter reports
- Groups provide you with a way to easily filter and find users based on shared roles or training needs
- Consider naming conventions that will allow you to sort and filter easily (e.g. Teacher: PDHPE, Teacher: Sport, Teacher: Science)
- Be aware: the system will allow you to create multiple Groups with the same name. Review group names carefully to avoid confusion
Group description (Optional)
- Handy for remembering why a group has been created and who is included (e.g. "includes only permanent teaching staff")
Group image (Optional)
- Suggested parameters: 300w x 125h pixels, no defined edges, avoid text if possible (it centres and can cut off text)
- TIP: If your logo cuts off, create an image with generous white space around the logo.
Group ID
- This number is automatically assigned by the system. You will need the Group ID if using the bulk upload process to assign users to groups.
- To find the ID number:
  - Click “Config” button
  - Check “ID” box
  - Click "Apply"
Group status
- Public groups can be searched for and joined by anyone in the portal.
- Private groups can only be joined by invitation.
- By default, all groups are set to Private.
- CompliLearn Groups Screens has more information on changing the group status.

Click image for larger view.