You can add users to learning groups manually, or set up automatic membership rules.
Notes:
- You must have the appropriate permissions for your role to administer learning groups.
- The maximum number of users you can add manually to a learning group is 100.
- Up to 100,000 users can be added to a learning group using automatic membership rules.
Add people to learning groups manually
You can add up to 100 users to a learning group manually.
- Click the group you want to edit.
- In the People tab, click Edit People.
- In the Manual Membership area, click Add Group Members.
- Select the check box for the user or users you want to add. The Employee Role, Company Attribute, and their email address may appear below their name to ensure you can identify and select the correct user.
- Click Next.
- Click Add Group Members.
Add administrators to learning groups
You can add up to 10 Administrators to a learning group.
- Click the group you want to edit.
- Click Group Administration.
- Click Add Administrator.
- Select the check box for the user you want to add. The Employee Role, Company Attribute, and their email address may appear below their name to ensure you can identify and select the correct user.
- Click Next.
- Click Add Administrator.
Set up automatic membership rules for learning groups
Automatic membership rules add any user with matching conditions to the group automatically. You can set up to 10 automated membership rules for each learning group in your organization, and each membership rule you create can have up to 10 conditions.
Rule conditions that are available for learning groups are based on the defined User Attributes for your organization.
- Click the learning group you want to edit.
- From the People tab, click Edit People.
- In the Automatic Membership Rules area, click Add New Membership Rule.
- From the drop-down menu, select the rule condition you want to define. In the next field, type or select from the list, the specific description for the rule condition.
- Click Add Condition if you want to add more rule conditions.
- Click Next.
- Click Create Rule.
Remove automatic membership rules for learning groups
- Click the learning group you want to edit.
- From the People tab, click Edit People.
- In the Automatic Membership Rules area, from the drop-down menu of the rule you want to remove, click Delete Rule.
- Click Delete Rule.
Note: Deleting a rule removes group members who match only the deleted rule. Group members who match the deleted rule and either match other rules, or have been added manually are not removed from the group.