Quick Guide For Seat Managers

Introduction to User Groups

  • User Groups are a powerful tool for streamlining training, segmenting audiences, and creating personalised learning experiences.
  • Add users manually or automate group assignments using rules.
  • All users meeting the set conditions will be automatically added to the group.
  • You can use this section to understand User Groups and can be shared with User Group Managers as part of their onboarding and training.

User Group Manager Overview

A User Group Manager is responsible for managing a group of users (and optionally, courses).

Key responsibilities include:

  • Adding and enrolling users (individually or in bulk).
  • Managing course enrollments.
  • Monitoring user progress.
  • Reviewing assessments and certifications.

Manager Capabilities

Depending on admin permissions, a User Group Manager may:

  • Manage Users: create, bulk add, update progress, delete users.
  • View Groups: see user groups, members, and analytics.
  • Monitor Learning: access gradebooks, certifications, and review centres.
  • Export Data: generate reports and scheduled analytics.
  • Track Activity: view history, events, emails, and bulk actions.

Accessing Groups

Go to Dashboard → Manage User Groups or Users → Manage Group Members.

View group details: title, created/updated date, included courses, members, and managers.

Use the Actions tab to manage members.

Adding Members

Add Single Member: Enter details, trigger an invitation email.

Bulk Add Members:

  • Download and complete the Excel template (do not change field structure).
  • Provide required fields (username, email).
  • Clear formatting before upload (use Ctrl+Shift+V or Cmd+Shift+V).
  • Upload the file.
  • Track bulk action progress in Reports Center → User Action Log.

Note: If automatic enrollment is enabled by the admin, users are enrolled in courses upon group entry. Otherwise, use the Add & Enroll Members option.

Reports & Analytics

  • Reports Center: Analyze user progress and group performance.
  • Activity Log: View scheduled reports, filter by type/date, and monitor progress.
  • Gradebook: Track, grade, and export results for exams, assignments, and certifications.
  • Certifications: Access details of issued certificates.
  • Review Center: Review, grade, and provide feedback on pending submissions.
  • Events: Real-time updates on school activity.
  • Emails: Track automated notification emails.
  • User Action Log: Record of all bulk user actions with filters for date and type.

Your Courses

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