You have a bunch of learners. They all have different titles, locations, hire dates, and enrollment needs. How do you manage so many people, all while making sure they get the content they need? Short answer: User Groups! Long answer: Keep reading.
User Groups can help you sort learners into defined buckets. If you have a set of learners that don’t have anything in common, create a User Group. What this can do for you is limit time spent adding one user to one piece of content at a time. If you want to grab multiple locations or multiple job titles then you’ll save time by creating a User Group.
Creating a User Group is a piece of cake. You’ll use our rules engine to select who you want in a User Group, whether picking users individually or using profile fields to add them wholesale. Once the group is set up you can use it to permission content en masse.
What, wait?
This can be a little confusing. Think of User Groups like this: you have 20 (or 200) people. Those 20 people have nothing in common except they need to all take a particular module. They don’t share a location, hire date, job title, or anything else. Do you want to add each person to a single module, one at a time? Probably not. Create a User Group with 20 people. This way, you can set permissions for that particular User Group, and not have to waste time adding each person, each time, to each piece of content they need.
User Groups are also a great way to add a group of learners and their manager or supervisor to the same piece of content. A lot of clients will create a User Group with one manager and their hourly employees in it. What this does, it allows the manager to see all the training content that their team sees.
You can also get a little crazy and use multiple profile fields to create a group. This is handy if you have users who all need specific content but who work in multiple locations or have different job titles. Again, this eliminates the need to assign a piece of training content to each person individually.
User Group Unique Behavior (Inactive User Handling)
By default, User Groups only contain active user accounts. When a user is inactivated, they are removed from all User Group memberships. This affects anywhere User Groups are referenced — if a User Group is used as a report filter, for example, only active users will appear in the results. Toggling a report to show inactive users will not include them, because inactive users are not considered members of any User Group.
This also applies to features built on User Groups, such as Classes. When a user is inactivated, they drop out of their User Groups and, by extension, any Classes those groups belong to. Partial admins who previously had that user in their audience will no longer be able to see or manage them.
If your organization needs inactive users to remain within their User Groups — for reporting continuity, compliance, or to support features like Classes — please submit a support ticket and Wisetail Technical Support can enable a feature setting to accommodate this for your site.
Resetting the User Group membership
If the user group has many rules listed to define the user group, other than deleting individual rules, all rules can be cleared at once by using the Reset Users dropdown button. This will set the audience for the group back to the entire system.
TLDR
User Groups create a convenient way to connect groups of people with the content they need.