Groups are heavily used to customize and automate course enrollments in cases where the Departments don’t provide enough flexibility. Being able to track a Learner’s groups membership is helpful to determine if you captured the correct people for the group driven marketing activities or course enrollment.
This article demonstrates how to run a report on a single Learner and see all of the groups the Learner belongs to.
Viewing Groups Membership
There are two ways to determine the Groups membership of a User: using the View Groups action in the Users Report or applying a dedicated filter in the Groups Report.
From The Users Report
- Navigate to the Users Report page by clicking the Users button from the Admin Menu and choose Users from the sub-menu.
- From the Users Report, select the User that you want to view group membership for.
- Click View Groups in the action panel on the right.
You will be routed to the Groups Report view with the previous User already selected as a filter and the report will only show the groups this user belongs to.
From The Groups Report
- Navigate to the Groups Report page by clicking the Users button from the Admin Menu and choose Groups from the sub-menu.
- From the Group Report page, click the Add Filter button at the top of the table.
- From the list of available filters pick Users (at the very bottom).
- Select the User whose group membership you’d like to see.
- Click Add Filter. The table will be updated to show only the lists of Groups this user belongs to.
Roles & Permissions
Below are the Required Role Permissions Admins will need to access User and Groups Report and the Suggested Role Permissions Admins may want to have in combination with what is required.
Please note that your environment may use customized Role(s), Permissions, or a combination to perform these activities. If you have questions or need assistance, please contact your local System Administrator to review your current permissions.
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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