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Managing Groups and Users
Add, Delete, and Modify Groups and Users
Add, Delete, and Modify Groups and Users

How to invite, create, and manage groups and users

Anthony Karcz avatar
Written by Anthony Karcz
Updated over a week ago

Applies to these roles: Admin 

The People section of the Manage tab is where you create groups, add users, and more. Keep reading to learn more.

Manage Groups

Groups are a great way to organize your users. When users are collected in a group, you can quickly enroll every member in a learning path or course, even if they’re added after you enrolled the group!

The Groups tab lists all groups in your organization. Groups are searchable and sortable by name or by when they were created. 

Create Groups

Create groups to organize your users by department or location. To get started, click the Add Group button, give your group a name, and click Add Group.

After creating a group, you're taken to the group's page where you can see its details, manage its members, and enroll the group in content. At the top of the page, rename or delete the group by clicking the edit icon next to the title and choosing the appropriate action.

Groups are more fun when you have more members! Click the Add Members button. Then, in the Add group members popup, enter a name in the field and choose a user from the list that appears. Add as many members as you need. Did you include someone by accident? No problem! Just hover over their entry and click the trash icon that appears to remove them from the list. When your group members list looks just right, click Add Members.

Once your group is populated, you can sort the list by name, email address, and role. You can also search the list using the search bar and filter the results by user role. Keep in mind that you can only change user roles in the Users tab (see below). 

Remove Group Members

Remove members from a group by hovering over their entry and clicking the Remove link that appears. Click Export to download a spreadsheet containing the name and email of each group member. Removing a member from a group doesn't remove them as a user in Rise.

Bulk delete group members by selecting the checkbox at the top of the name column. This selects all user records on the current page. Filter by group and user role if you don't want to select all group members.

To select all members in the group, not just the users on the current page, click the Select all ## users message, where ## is all user records in the current filter. Click Remove... and confirm the action.

Go back to the Groups tab by clicking the arrow next to the group name.

Note: Does your organization use SSO to manage groups? Then you’ll handle things a little differently. Click here to learn more.

Manage Content Enrollment

Click the Assigned Content tab to see the training assigned to the group. Hover over a title and click Remove to unenroll every member of the group from the training.

To assign new training to the group, click the Assign Group button. Select the content you want to assign to the group, then complete the process by clicking Assign Group to Training. The assigned training appears on the group member's dashboards.

Manage Users

The Users tab lists everyone who's accepted an invitation to be a member of your team. You can search by name or email address with the search bar and filter the results by user role (learn more about roles below) or group. You can also sort the list by when each user was last active with the Last Activity column. Click Export to download a spreadsheet containing the name, email, last active session, role, group membership, and managed groups of each user (the exported file will reflect any filters you've applied to the list).

Invite Users

To invite a user to your organization, click the Add Users button. Type the email where you want to send a user’s invitation and press Enter. Specify whether you’d like them to join as Learner, Author, Admin, or Reporter. The Author role is selected by default for new users unless the default role has been changed in your account settings. You can also add them to groups as they’re added to the list. Alternatively, you can assign all users in the invite list to the same groups using the menu in the upper right.

Keep adding email addresses and choosing roles and groups as needed. Then click Add People to send an email invite to everyone you’ve added. If you assigned any of your new users the Reporter role, you can choose the groups they have access to on the next screen.

Modify Users

Once a user has accepted their invitation, they’re added to the Users tab. Click an entry to change a user’s name, modify their role, or manage their group enrollment. Select the edit icon to edit a user’s first or last name. Use the drop-down menu to change a user’s role. 

Add a user to any existing groups by clicking Add Group and selecting them from the pop-up window that displays. Quickly remove a user from a group by hovering over a group they belong to and clicking the X.  

Remove a user by clicking Delete User and confirming the action. If that user has associated content, you're prompted to transfer their content to another user. They can also transfer their courses manually to another user. Their activity history remains available on the Reports tab after they've been deleted.

The Owner can't be deleted, but can transfer site ownership to a new user from the Billing tab

User Roles

There are four assignable roles for users on your team. You can have as many of each type as needed.

  • Learners can take but not create courses. They have access to the Learn tab. 

  • Authors can take, create, and submit courses. They also have access to the Create tab. 

  • Reporters can take, create, and submit courses. They also have access to the Analyze tab where they can view data for users in their assigned groups.

  • Admins can do everything. They have access to the Manage and Analyze tabs.

To change roles for multiple users at the same time, select their records, click Change role, then select their new role and click Change role. You’ll find more details on user roles and permissions here.

Note: Does your organization use SSO? Then you’ll manage users a little differently. Click here to learn more.

Manage Pending Users

Once a user has been invited, you can manage their invitation on the Pending tab. From here you can resend the invitation email or delete them from the list. You can select some or all of your pending invites and resend or delete them in bulk. Determine who invited a user or if they are self-registered with the Invited by column.

Once you delete a pending invitation, the user can't use the existing email link to join, you’ll have to invite them again. You can also export the list of pending users to a CSV file.

Import Groups and Users

Especially if you have a large organization, the fastest way to add new users is with a CSV file. Check out this article to see how it works. 

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