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 and add subgroups by typing subgroup names and clicking Add. Click Submit after adding all your subgroups:
What Can You Do with Groups?
After creating your group, hover over the Action button and select one of the available options to use the features of grouping:
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.
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