How to change a group's details

There are a number of settings within a group that you may sometimes need to amend. This includes the learning paths, catalogues and users assigned to a group, and the user communication settings. You do this from the Groups menu.

Click on the instructions you want to view:

Managing the learning paths for a group

  1. From the main menu select Groups 4 Manage Groups.
    The List of Groups page will display.
     

      

    You can use the Filter feature to find a group, or click a page number at the bottom of the page to jump to that part of the list.

  2. Find the group whose learning paths you want to edit in the list and click the Manage Learning Paths button in that row.
    The Manage Learning Paths for Group page will display. The learning paths currently assigned to the group will be listed in the first section of the page. The second section, Learning Paths not Currently Assigned to this Group, will list all the other learning paths in the system.
     

      

    You can access the Manage Learning Path page by clicking the Manage icon to the right of a learning path's name in the list, .

  3. To remove a learning path from the group, locate it in the Learning Paths Currently Assigned to this Group area and click the Remove button .

  4. To add a learning path to the group, locate it in the Learning Paths not Currently Assigned to this Group area and click the Add button .

  1. Click Back.
    You will be returned to the List of Groups page and the group will be updated.

Managing the catalogues for a group

  1. From the main menu select Groups 4 Manage Groups.
    The List of Groups page will display.
     

      

    You can use the Filter feature to find a group, or click a page number at the bottom of the page to jump to that part of the list.

  2. Find the group whose assigned catalogues you want to change in the list and click the Manage Catalogues button in that row.
    The Manage Catalogues for Group page will display. The catalogues currently assigned to the group will be listed in the first section of the page. The second section, Catalogues not Currently Assigned to this Group, will list all the other catalogues in the system.
     

      

    You can access the List of Contents for Catalogue page by clicking the Manage icon to the right of a catalogue's name in the list, .

  3. To remove a catalogue from the group, locate it in the CataloguesCurrently Assigned to this Group area and click the Remove button .

  4. To add a catalogue to the group, locate it in the Catalogues not Currently Assigned to this Group area and click the Add button .

  1. Click Back.
    You will be returned to the List of Groups page and the group will be updated.

Managing the users for a group

  1. From the main menu select Groups 4 Manage Groups.
    The List of Groups page will display.
     

      

    You can use the Filter feature to find a group, or click a page number at the bottom of the page to jump to that part of the list.

  2. Find the group whose assigned users you want to change in the list and click the Manage Users button in that row.
    The Manage Users in Group page will display. The users currently assigned to the group will be listed in the first section of the page. The second section, Users not Currently Assigned to this Group, will list all the other users in the system.
     

      

    You can email a user, view a user's properties and access the Edit User page from the buttons to the right of a user's name in the list, .

  3. To remove a user from the group, locate them in the Users Currently Assigned to this Group area and click the Remove button .

  4. To add a user to the group, locate them in the Users not Currently Assigned to this Group area and click the Add button .

  5. To add multiple users at once, you can select the checkbox to the left of each user you want to add, then click the Add Selected link at the bottom of the page. You can also use the Add All link to add all listed users to the group.

  1. Click Back.
    You will be returned to the List of Groups page and the group will be updated.

Changing a group's properties

  1. From the main menu select Groups 4 Manage Groups.
    The List of Groups page will display.
     

      

    You can use the Filter feature to find a group, or click a page number at the bottom of the page to jump to that part of the list.

  2. Find the group whose properties you want to change in the list and click the Edit properties button in that row.
    The Edit Group page will display.

  3. Make your changes by overtyping or entering the details in the fields.

  1. Click Update.
    A message will display at the top of the page telling you the group has been updated.

See also:

Managing Groups

How to add a new group

How to import users into a group

How to filter a list of users or groups