Create your first Group

Set up your first group to organise users, then assign content, libraries, and reporting from one place.

Groups are collections of users you manage together. Once a group exists, you can assign content to it, grant it library access, and report on its members as a unit. Creating the group is the first step — you'll add content and users to it afterwards.

How to create a group

1. Open the Groups page. In the Admin menu, select Groups to open Group Management.
2. Click ADD GROUP. This opens the Create New Group modal.
3. Enter a Group Name. Use a name that's easy to recognise in a list.
4. Choose a Classification. Pick Location, Role, Department, or General to describe what the group represents.
5. Choose a Parent Group (optional). Nest the group under an existing one to build a hierarchy, or leave it empty for a top-level group.
6. Set start and end dates (optional). Tick Set start and end dates to give the group an active period.
7. Click CREATE GROUP. Your new group now appears in the Group Management table.

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Pro tip: Need to control what managers can do, keep a group out of reporting, or stop learners being added? Expand Advanced Settings in the Create New Group modal before you save.

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Assign content and add users

A new group starts empty. To put it to work, find the group in the Group Management table, open its actions menu (⋯), and choose:

• Manage Members to add existing users to the group.
• Assign Content to choose the Beelines or Cells members must complete.
• Manage Assignments to review or adjust what's already assigned.

People who don't yet have an account are invited separately, which we cover when you invite your first users.