Create a Group

Create a Group

The Groups feature helps you create a group with a specific set of learners to monitor their course progress and certifications. The admin can assign a moderator for each group, and the moderator will be able to monitor the learners' progress.

Let's consider a scenario, we have an organization called Zylker Associates and are using TrainerCentral to train their employees. Now the admin is creating multiple department groups and assigning employees to their respective groups. Once the groups are created, the admin wants to assign the lead or the manager as a moderator who is also a part of the group, so that they can monitor the course progress of their team members and stay updated. This makes the monitoring process easy.

Create Group 

  1. Navigate to the Users tab in the left pane.
  2. Select the Groups tab.
  3. Click the Create Group link at the top-left of the page. The Create group window will be displayed.
  4. Specify the Group Name.
  5. Enter the Description for this group.
  6. Select the Group Admin for this group.
  7. Click Save. The Progress page will be displayed.


Search Group
You can search for the group that has already been created.
Enter the group's name in the search box. The required group will be displayed on the page.

View Group

  1. Click the more icon under the Action column.
  2. Select the View Group option. The group's progress will be displayed.    

Add Learners

Once you create a group, you can add learners to it.
  1. Click the more icon under the Action column.
  2. Select the Add Learners option. The Add Learners window will be displayed. By default, the Invite Individually tab will be selected.
To learn about the add learners in the group, refer to this help article.

Add Moderators

You can assign moderators among the learners. These moderators will help you keep track of the learners' progress.
  1. Click the more icon under the Action.
  2. Select the Add moderators option. The add moderators window will be displayed. By default, the Invite Individually tab will be selected.
  3. Select either the Select from Org Learners or Invite Individually.
  4. In Select from Org Learners, select the learners from the organization whom you want to add.
  5. In Invite Individually, specify the First name, Last name, and Email address.
  6. Click Add
  1. Enable Create password for this learner's account if you would like to have a password for this learner's account. Once you create a password, make sure to share it with the learner through your preferred communication channel so they can access the course without any issues. Please note that TrainerCentral will not share this password with your learner.
  2. An email will be sent to the invited learner. Once the learner accepts the invitation to enrol in the academy, you can add them to your group.

Edit group

  1. Click the more icon under the Action.
  2. Select the Edit Group option. The Edit Group window will be displayed.
  3. Edit the Group Name, Description, and Group Admin.
  4. Click Save.

Delete

You have an option to delete a group.
  1. Click the more icon under the Action column.
  2. Select the Delete option. The group will be deleted.


The learner can be assigned as a group moderator. Please share the following help article with your learners to know about the group moderator role:  Moderator role in Groups.

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