User Groups

Creating Groups

User Groups are a convenient way to structure your users and to ensure that your learners are only exposed to the training that is relevant to them; not everyone in your workplace may want to undertake training in the latest tax code updates, but your finance team would certainly appreciate it!

From within the Groups page, user groups can be created by clicking the Add Group button. Alternatively, to edit an existing group, click the group name from within the list, which will display the group’s details and which can then be edited.

There are a few different ways that we can populate a group with users.

Adding individual users

If your group consists of only a small number then adding users individually may be the best method. Watch the below video for a quick demonstration of how to create a group with individuals.

However, If your group will contain a larger number of users then there are two different methods to import users without relying on manual selection:

• Bulk adding a list of users with copy and paste

• Creation of dynamic groups with user profile rules

Bulk adding a list

We can add multiple users from the Add User screen (click Add User, found beneath the Add Individuals heading) by adding our users in either a comma-separated format, like so:

Peter Potoroo,Nicole Numbat,Bianca Bandicoot

Or by placing each user on their own line:

Peter Potoroo
Nicole Numbat
Bianca Bandicoot

This is particularly helpful if you already have your users in a list, which can then be used to easily import them into your user group.

Watch the below video for a demonstration on how this works.

Creating dynamic groups

We can also add multiple users by creating group rules. Using this method, we set conditions and any users that match are then added to the group automatically. We may not even know the users that we want in a group, only that we want all the users, for example, from a single department (maybe that finance team that needs up-to-date tax training?).

We can set up a rule and let ClearXP find the users that meet that requirement for us!

Top Tip Dynamic groups are super powerful because they are always changing as users are added or removed from the system. The rules for these groups are always re-evaluated so that if a user changes role, they will be automatically added or removed from relevant user groups.

Rules are built on the attributes that have been assigned to your users, which might include email address, department, position et. al.

Watch the video below and then give it a shot yourself.

If you would like to select users using more than one rule, or a variety of When Any and When All conditions, simply Add Rule again for as many rules as you would like.

Depending on your needs, and the volume of users that are being added to a group, one (or a combination) of these methods might be your best approach.