How do I create a group, add courses, and assign users to it?

Step 1: First let's create a Group.  You can only do this if you have a Company  Admin Account.

If you do not have a Company Admin Account and need one please contact us at

To create a Group, first log into the portal, then click on the gearwheel in the upper right-hand corner of the page, and select "Group: from the options on the left.

Select "Create" and give your group a name.
Feel free to add a description.

Once this is done you will be able to add users to the group.  

Step 2To add users to the Group, click the icon circled in the image below.

Click "Assign Users," select the users you want to add to this group, then follow the on screen prompts.  After completing these steps, the users selected should be displayed as shown below.

Step 3: Our next step is to add courses to the Group.  To do so we are going back to the gearwheel in the upper right-hand corner and select "Courses."  (You will have to complete this step for every course you want to add to the group).

Select the icon circled in the image below.

On the left-hand side of the page, select "Groups" then check the box for the group you want to assign this course to.

Our Final step is to select "Learner" as the user level, then click "Confirm."

Once your users log out and sign back into the system, they should have access to all the courses you have assigned to the group the users are enrolled in.

Let us know if you have any specific reporting needs by contacting us at and we'll be glad to help.  

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