Setting up Groups
Title:
Set up and manage Groups
Summary:
This article explains how to create, edit, move and delete Groups in Click Learning.
Before you begin:
Create your Group structure before adding Learners or Managers.
Remember that a Manager’s access depends on the Group they are in and any child Groups linked to it.
Reports can also be filtered by Group.
Only Full Managers can create or edit Groups.
Open the Groups panel.
Select Create Group.
Enter the Group name.
Select the parent Group by clicking the parent Group box and choosing from the list, or begin typing to search.
Select Create to save the new Group.
Edit or move an existing Group:
Use the search bar or expand the Group list to find the Group you want to update.
Select Edit on the right-hand side of the Group bar.
Update the Group name or change the parent Group.
Select Save.
Delete a Group:
Find the Group using the search bar or by expanding the Group list.
Select Edit on the right-hand side of the Group bar.
Check that the Group is empty and that all subgroups are empty.
If the Group is not empty, the delete button will be greyed out.
If the Group is empty, select the red bin icon to delete it.
A Group cannot be deleted while it contains Learners, Managers or child Groups. Move or remove these first.
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