How to Manage Groups
Check out our "How To" guide below for insights into managing your groups and viewing progress.
Select Your Group
If you manage more than one group, you will need to select the group you want to view information for from the dropdown menu.
Clicking on the name of the training will take you directly to the training page.
Your Enrolled Users
Under the “Enrolled Users” section, you can view how many users are enrolled in your group, how many total seats you have purchased, and the number of remaining seats that you have available to enroll more users are available.
Purchase Additional Seats
To purchase additional seats for your group, click on the “Add Seats” button and you will be automatically taken to your Cart, where you can add seats to your group.
If you wish to purchase seats for a different group, you will need to select the correct group from the dropdown (as shown in step 1), and then add seats.
If you wish to create a new group, then you will need to go to the home page, make sure you are logged out, and go through the regular process of making a new group purchase.
Add/Enroll Users
You have three options to add users to your group. Click on the “Users” button shown here.
Add a Single User
To add a single user, select “Add one.”
A pop-up box will open.
Add the new users’ information to the pop-up box, and they will be sent an email notifying them that they have been added to your group. The email will include information on how to log in.
Add Multiple Users
Click on the “Users” button and select “Add multiple.”
Type the names and email addresses in the boxes that appear in the pop-up. You can provide a password, or the system will automatically generate one if you leave the password field blank.
Click on “Add & Invite Users” when you are finished adding the new users. The new users will receive an email notification that they have been added to your group.
Upload CSV file to Add New Users
Select “Upload Users” if you prefer to upload a CSV file to add new users.
Click on “Download a sample CSV file” and then open the file in Excel.
Add the user information to each column.
Save the file to your computer with a new file name. Be sure to save it in “CSV” format and not in Excel default format.
Open your browser window and select the file you saved with the user information.
Click “Open” and then “Add Users”.
You will be shown an upload summary with the information for the users you just uploaded.
Reports for Group Completion
Click on “Reports” and then “Training” to view progress and completion information for each training.
Select the name of the training for which you would like to view progress.
Completion Data
After you select the module, you will see a list of users and their information for the % completed of that particular module and the completion date if they have already completed it.
You can also export the user completion data to a CSV file (which opens in programs like Excel).