How to create user groups?
Overview
Grouping is a feature that lets admins create groups and assign participants or instructors to them. It helps keep things organized and makes managing people easier.
Who’s Involved
- Admins: Can create and manage groups and sub-groups.
- Participants & Instructors: Can be assigned to different groups to keep things organized and easier to manage.
Before You Begin
✅ Requires Admin role
✅ Setup is done in the Classic Admin dashboard
Instructions
Creating Group
To create a new group, navigate to Toolbox > Grouping. You will see an overview of the groups you have created. To add a new group, click on the + sign. Give your group
a title, then add subgroups by typing their names and clicking Add. Click Submit after adding all your subgroups:
What Can You Do with Groups?
Groups let you categorize participants from various programs, making attendance management much easier. This feature is very useful for keeping things organized in the Business app. After creating your group, hover over the Action button and select an option to access the grouping features.
Adding Participants
You can assign participants to your group from any season or program. To do this, hover over the Action button and select Assign Participants. Then, select a season and program, and drag the participants you want to add to your group to one of the subgroups.
Note: You can add one participant to multiple subgroups.
Adding instructors
To assign instructors to a group, select Assign Instructors from the Action menu. A list of your instructors will appear on the left, and your subgroups will appear on the right. Drag an instructor to the subgroup of your choice to assign them.