User Groups — Manage User Groups

TraCorp LMS Quick Reference Guide (QRG)

Audience: Main Admin, Sub Admin, User Group Admin

Overview

This QRG explains how to create, edit, and delete a user group from an LMS administrator account.  

Enabled Permissions Required to Complete the Following Steps

·        User Groups (Sub Admin, User Group Admin)

·        User Groups > including Add User Groups, Delete User Group, Content, and more. (Sub Admin, User Group Admin)

Note: Sub Admin and User Group Admin without access to complete these steps should review Permissions with a Main Admin.

Create a User Group

1.          From Admin Navigation, click User Groups.

2.        Click Add New User Group. The Parent user group defaults to All User Groups.

3.        Enter the Title.

4.        Check the Hide from UG Admin check box to hide this user group from user group admin.

5.        To select users, click Assign Users. Use the drop-down menus and filter to search for a user, or click on a user to select it from the list.

6.        Click Select User.

7.         To select user group admins, click Assign Admins. Use the drop-down menus and filter to search for a user, or click on a user to select it from the list.

8.        Click Select User.

9.        Click Add User Group.

Edit a User Group

1.          From Admin Navigation, click User Groups.

2.        Under All User Groups, locate the User Group to edit. Click + to expand the User Groups and – to collapse the User Groups.

3.        Double-click the User Group to open it in the Edit User Group window.

4.        Edit the user group’s properties as needed:

• • General Options — Edit the Title and Hide from UG Admin setting. Lists currently assigned users.
  • Assign Users — Add, edit, or remove students/instructors and admins.
  • Assigned Content — Add or remove assigned content.
  • Available Content — Add or remove available content. Selected learning tracks become visible in the content catalog.
  • Assigned Sessions — Add or remove assigned classroom or webinar sessions.
  • Assigned Learning Tracks — Add or remove assigned learning tracks. 
  • Available Learning Tracks — Add or remove available learning tracks. Selected learning tracks become visible in the content catalog.
  • Assigned Certifications — Add assigned certifications.
  • Assigned Programs — Add or remove assigned programs.
  • Associated Dictionary Categories — Add or remove assigned dictionary categories.
  • Autoassignment Rules — Create autoassignment rules to automatically assign users to a user group.
  • Accessibility Restrictions — Set a start and end date for content accessibility for the user group.
  • Emails — Choose from several email template options to automatically send emails to user groups.
  • Change Log — View the history of changes made to a user group.

5.        Click Save Changes.

Delete a User Group

1.          From Admin Navigation, click User Groups.

2.        Under All User Groups, locate the User Group to delete. Click + to expand the User Groups and – to collapse the User Groups.

3.        Click the User Group to be deleted to select it.

4.        Click Delete.