Overview
The Groups page (also referred to as the Group Administration page), provides you access to manage all Groups created within your Absorb LMS environment. When on the Group Administration page Admins can add new Groups, edit existing Groups, view Users associated with the Group, and much more!
Groups can be used to organize Users within the system if Department hierarchy or User Custom Fields are not able to provide the structure needed. Admins can perform bulk actions, filter training, and limit Admin's access to certain Users within the LMS by using Groups.
Page Details
The Group Administration page is nested within the User menu. When Admins first navigate to this page they may be presented with a default report view, a favorite saved layout or the shared organizational default layout.
From the Group Administration page, Admins will be able to do the following:
- Add new Groups
- Edit Groups
- View Users within the Groups
- Message Users within the Groups
- Delete Groups
- Duplicate Groups
Report Data
You can customize this report to provide information on any data points listed below.
Notes
- Fields with an asterisk (*) symbol are included in the Report's default layout.
- Custom fields configured in your portal settings will also be available.
- Remember that opening a report may also include a favorite saved layout or a shared default organizational report layout.
| Data Column | Description |
|---|---|
| # of Admins |
This column displays the number of users who have the User > Account > Admin option enabled (ON) in their User Profile who belong to the selected Group. |
| # of Users* |
This column displays the number of total Active Users in the selected Group. |
| Behavior* |
This column displays how Users are assigned to the Group. Automatic - Users are automatically assigned to the Group based on a set of rules or conditions they meet that are required by the Group. Manual - Users are manually added to the group by an Admin. |
| Date Added* |
This column displays the date and time the Group was created in the system. |
| Date Edited* | This column displays the date and time the Group was last updated in the system. |
| ID |
This column displays the Group ID provided by the LMS when the selected Group was created. |
| Name* |
This column displays the name of the Group. |
Actions & Mass Action Options
Group Administration
After generating a Report, you can perform administrative actions. Commands to modify Report data become available once the checkbox of a table row item is selected (checked). The menu is displayed on the right-hand side of the page. This menu is context-sensitive. The available options for Actions and Mass Actions will change depending on the content you are selecting.
- An individual row selection will open the Actions menu.
- Multiple row selections will open the Mass Actions menu.
Action options depend on your Admin Role permission(s). Some actions in the table below may not be available to all Admins. If you have questions related to your permission set, please contact your local System Admin for details.
Actions
The actions listed in the table below are applied to a single selection.
| Action Menu Option | Description |
|---|---|
| Add Group | Click this button to launch a workspace to add a new Group. |
| Edit Group | Click this button to launch a workspace to view and edit the selected Group's settings. |
| View Users |
Click this button to launch a workspace where you can view and manage the Users associated with the Group. Note: Only Active Users will display in the default view. Filter by Status to include Inactive Users associated with the Group. |
| Message Group | Click this button to launch a workspace to compose and send a message to the Group. |
| Delete Group |
Click this button to delete the selected Group. Note: Any Group(s) removed using this method are permanently removed from the LMS and cannot be recovered. |
| Deselect | Click this button to clear current selections. |
Mass Actions
The actions listed in the table below are applied to multiple items at a time.
| Action Menu Option | Description |
|---|---|
| View Users |
Click this button to launch a workspace where you can view and manage the Users associated with the Group.
Note: Only Active Users will display in the default view. Filter by Status to include Inactive Users associated with the Group.
|
| Message Groups | Click this button to launch a workspace to compose and send a message to individual Users, a Group, or a Department. |
| Delete Groups |
Click this button to delete the selected Groups. Note: Any Group(s) removed using this method are permanently removed from the LMS and cannot be recovered. |
| Deselect | Click this button to clear current selections. |
Roles & Permissions
Group Administration
Please note that your environment may use customized Role(s), Permissions, or a combination of both to regulate access to this Report.
Admins must have Generated Reports in their Role, in order to export data to Excel or CSV on any Administration page or Report page.
If you have questions or need assistance, please contact your local System Administrator to review your current permission set.
Required Role Permissions
| Role: Section Access | Permission(s) Needed |
|---|---|
| Users | View or Modify permission |
| Users > Groups | View or Modify permission |
Suggested Role Permissions
| Role: Section Access | Permission(s) Needed |
|---|---|
| Users > Departments |
View or Modify permission |
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