Organizing Your Users Into Groups

Groups make up the user assignments for course distributions. If you have logical groups for education training you will want to separate users into those groups based on that logical division.

You can create a User Group (and add users to that group) at the CSV import stage, or you can go to User Groups in TraceInsight.

Insight User Groups

On the User Groups page, you can create a user group, edit an existing group, and add and remove users from a group.

The Everyone group is the Master Group which exists by default when your account is created. You cannot edit or delete the Everyone group.

Insight User Groups

To create your own group, give it a Name (required) and Description (optional) and click Save.

Create User Group

For any group that you create, you can Edit its settings, Select Users to include in the group, and Delete the group when you are done using it.

Edit Group

To include users in a group, click on the user entry to mark it as Selected. Click Save Changes and then confirm changes. You should receive a message showing your changes were successful; click OK to continue.

Select Users

Confirm Changes

Changes Saved