Setting up Groups
Setting up Groups
The Groups page in Click - Learning is an integral part of the system. Before adding your Learners and Managers to Click - Learning, you should create your Group structure. The Groups are important for a couple of reasons:
Manager access is linked to the Group they are in and any child Groups linked to their Groups
You can create reports by Group
Example of Group structure
Only full Managers can create and edit Groups.
Creating a new Group
Open the Groups panel
Click "Create Group"
Enter your Group name
Select the parent Group by clicking in the parent Group box. You can either scroll or start typing and Click - Learning will search the Groups for you
Select "Create"
Editing or moving an existing Group
Find the Group you need to edit by using the "Search" bar or browsing to the Group by clicking on the grey expand buttons
Click "Edit" on the right-hand side of the Group bar
Then update the Group name or parent Group
Select "Save"
Deleting a Group
Groups can only be deleted when they are empty, and all subgroups are empty:
Find the Group you need to delete by using the "Search" bar or browsing to the Group by clicking on the grey expand buttons
Click "Edit" on the right-hand side of the Group bar
If the Group is not empty, the delete button will be greyed out. This is to stop you deleting Learners by mistake.
Click on the red bin icon button on the group you wish to delete!
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