Set up your groups, content and users ahead of an in-person session — and fix the common issues on the day.

Use this checklist whenever you're running in-person training. Work through it about three days ahead so everything's ready on the day, with no last-minute surprises. It's worth bookmarking this page to keep handy during the session.

📋 Before the session

Do this about three days before, so anything that isn't instant (like invites) has time to come through.

1. Create your group

1. Under the Admin toggle, open the Groups page.
2. Click Add Group (top right).
3. Give your group a name.
4. Click Create Group & Proceed.
5. Assign content — either link the group to a Library (optional, for extra resources users can browse) or pick content directly from the list.

2. Assign content to your group

Use the Actions dropdown, choose Assign Content, and follow the steps. You can also click the Assignment column for that group to do the same.

3. Create your users

1. On the Users page, click Invite To.
2. Choose how to invite them:
   • Pre-create — sends each user an email or SMS to onboard. Not always instant, so do this before the session.
   • Join link — copies a link to your clipboard to share however you like; users onboard when they click it.

4. Add users to your group

1. On the Groups page, open the Members column or the Actions dropdown.
2. Choose your user(s).
3. Click Add to Group.