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How do I set up Groups to organise learners?
How do I set up Groups to organise learners?

Create learners groups based on how your organisation is structured

Michael Azzopardi avatar
Written by Michael Azzopardi
Updated over 3 years ago

Every organisation is organised in a different way. With Innform, you can set up your departments or sectors by creating Groups.

To manage groups, go to the Accounts Settings.

When your groups are set up, you can add each learner to the correct group. This will help the admins to deliver the right training to the right people with a few clicks. Examples of groups can be "House keeping", "Waiters", "Managers" or "Bartenders".

Learners can be in part of multiple groups, and each group can have multiple admins.

Once you assign an admin to a group, the admin would have access to that list of learners from their admin screens. They will not have access to any other learner information.

To create a group:

  1. Go to your Accounts Settings

  2. Click Groups

  3. Click Add Group

  4. Specify a Group name, colour tag and the admins responsible for this group (this field is optional)

  5. Click Save

To add learners to a groups:

  1. Go to your People section

  2. Select the learners who will make part of this group

  3. Click on Edit group from the bulk actions that appear

  4. Select the correct group and save 

To remove learners from a groups:

  1. Go to your People section

  2. Select the learners who will be removed from this group

  3. Click on Edit group from the bulk actions that appear

  4. Select the correct group from the remove section and save

Note: Only Super Admins can create groups

Benefits of groups:

  • With groups groups you can assign the right learning materials to the right groups with only a few clicks

  • It is a lot easier to track the progress of a large list of learners by using groups

  • Groups help property admins to focus on their own property, and groups to which they are assigned. 

  • Groups help super admins delegate learning and development tasks to other admins.

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