Creating & Managing Groups

In your platform, users can be categorised based on groups, or by branches of the organisation chart. Groups are useful whenever there is a set of users with characteristics that are different than those determining the branches of the organisation chart. 

Creating Groups

To create a new group, log into the platform as the Admin and access the Admin Menu from the cog icon in the top right corner of the platform. In the Admin Menu, press the Groups item in the E-Learning section.

On the main Groups page, you will see an action bar at the top and a list of the groups you’ve created on the bottom of the page. Select the Create button in the action bar to create a new group. Then, in the pop-up box, assign a name and description to the group. Then, press Next. To set up automated groups please contact a member of Peritus.

Manually Adding Users to Groups

Once you’ve created a group, press the Assign Users item in the pop-up box. On the next page, press the Assign Users button. In the pop-up box, select which users to assign to this group. You can also select other populations of users in different groups or branches to assign to the group. When finished, press Confirm.

Please note: When you are selecting branches of users of your organisation chart to add them into a group, please note that in order to make it easier and faster to select branches, you will see a text input field to type in branch names rather than a list of branches to select if you have more than 1,000 branches in your platform.

The platform will then display the list of the selected users on the group’s Assign Users page. Please note that a user can be assigned to more than one group. Users of a group can be added or removed at any time. Press the X icon in a user’s item to remove the user from the group.

Automation 

Users can also be automatically assigned to groups based on a user field. If you would like to discuss please contact a member of the team.