What are Groups in Organisation
On the Organisation page, you’re getting an overview of groups as well ass various options to manage these. You can build your organisational structure with groups and subgroups.
It is best practice to have your Groups in place as the first thing. This is because you need to assign each course and users one or multiple groups.
Groups are used to categorise users into different variations or business areas within your company, among your customers, etc. It could, for example, be:
- departments within your company like sales, Marketing and Administration etc.;
- countries like Denmark, Sweden, Germany;
- customers like Contoso, Unicorn Powersystems, etc.
Why do we need groups?
- You need to assign your users to a group when creating or editing them. This allows you to structure your users in a way that reflects the actual organization
- You need to add each course to one or several groups to make is accessible to users
Example:
User X is part of Group 1. Group 1 is granted access to course A.
User Y is part of Group 2. Group 2 is granted access to course B.
User X has access to course A, but not to course B. User Y has access to course B, not to course A.
Subgroups
It’s possible to create subgroups to each group. If you have a main group called “Sales Denmark”, that main group could be segmented into subgroups such as Sales Denmark Zealand, Sales Denmark Central Jutland, etc.
How to create a Group and subgroups
Creating a main group
- Go to the “Organisation” page
- Switch to the Groups tab
- Click the + Create group button
- Write the name of your group and add a description (optional: a description will help you segment between groups when adding them to a course).
- Click Save.
You have now created a main group. You can create more mains groups if you need to.
Add a Subgroup to your Main Group:
- Click the 3 dots to the right of the name of the group.
- Click Add sub group.
- Name your subgroup and add a description (optional).
- Click Save.
You can create more Subgroups if you need to.
Subgroups can be added to bot main groups and subgroups, depending on your needs. It’s considered best practice to, if possible, limit the number of subgroups to three levels to avoid confusion and limit administrative load.