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How can I create and manage groups?

G
Written by Giuditta
Updated today

Groups allow you to organize your learners by department, location, or learning path, in order to assign content to a whole group and get relevant engagement insights.

To learn how to bulk-create multiple groups via CSV, check the article “Bulk inviting and assigning groups via CSV”.

How to manually create a group

  • Access the Learners & Plan page.

  • Click on "Manage Groups".

  • Select the "Create Group" button in the top right corner.

  • Enter a name for your new group (e.g., "Engineering Team" or "Leadership 2026"). Write a short group description if you’d like to.

  • Click "Create" to finalize the group.

  • You’ll land on the newly created group page, where you can start adding learners right away. You can find a step-by-step guide on how to do that here: How can I add learners to a group?”

How to manage existing groups

Access the group you wish to edit - you can find it listed in the "Manage Groups" page.


Renaming a group:

  • In the group page, click on the three-dot menu on the top right corner.

  • Click "Edit group information".

  • Type in the new group name.

  • Click on "Save Changes".

Deleting a group:

  • In the group page, click on the three-dot menu on the top right corner.

  • Click “Delete group”.

Please note: Deleting a group will not remove the learners from your organization, they will simply become "ungrouped" learners.

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