Manage groups

Groups represent a set of related users within your organization, such as a team or a department.

Groups in Safety Made Simple let you manage the training for large numbers of users effectively on your portal. 

Admins have full access to Group permissions. As an admin you can enable managers and instructors with some Group permissions. See “User types and permissions: overview” for a list of available permissions.

Background:

• See “Group your users” for an intro to creating groups, and assigning users to groups
• See “Enroll groups on a course” for an intro to enrolling groups onto courses, aka adding a course to a group

Once you create your group, more options become available in the secondary navigation. These include General, Courses, Users, Managers and Leaderboard.

Topics covered in this article:

• View group courses
• Delete group courses
• Add user and invite users
• Manage invite
• Remove invite
• View users
• View and add managers

View group courses

See which courses a group is enrolled on.

1. From the primary navigation menu, select Groups > your group name.
2. In the secondary navigation, select Courses.
3. If required, use the secondary search to find a course in the list.

The following screenshot shows the Groups secondary navigation for Courses.

Delete group courses

Also called unenrolling a group from a course, this process removes the course from the list of enrolled courses for a group. For learners, the course no longer appears on the learners' dashboard.

This step does not delete the course from the catalog and does not delete the group.

This step mainly affects learners who have not started the course, and those who are in progress.

If learners have finished the course (completed, passed, or failed), the course result stays in their learning history.

In this process, you choose how to handle the learners who are still on the course: let learners finish the course they started or remove the course even if they're not finished.

1. From the primary navigation menu, select Groups > your group name.
2. In the secondary navigation, select Courses > your course name. Use secondary search as required.
3. From the Course card select More (aka 3-dot menu) > Delete.
4. In the dialog box, select one of:
   • Let users finish the course or
   • Unenroll "Not started" and “In progress" enrollments. “Completed", “Passed" and “Failed" enrollments will remain on the learner's records. NOTE: This may cause some unhappy users!
5. Select Save to finish.

The following screenshot shows the step of deleting a course from a group.

Add user and invite users

See “Group your users” for the how-to instructions on adding individuals. 

See “Upload users by batch CSV file” for a guide on adding large numbers of users.

Manage invite

Options for resending the invite or sending it from a different address.

1. From the primary navigation menu, select Groups > your group name. Use secondary search as required.
2. From the secondary navigation, select Users.
3. From the Total number of users filter, select Pending Users.
4. Select User > More (aka 3-dot menu), then select one of:
   • Resend: send another automated email invite
   • User not getting email? In case the automated invite bounces or gets identified as spam: opens a dialog box with a URL to accept the invitation. Send this URL to the user from your email address.

The following screenshot shows the menu options for managing an invite for a pending user.

We recommend you Add users instead of Invite users.

Remove an invite

This step cancels an invite, sent to a user to join a group, or removes a user from the pending list.

1. From the primary navigation menu, select Groups > your group name. Use secondary search as required.
2. From the secondary navigation, select Users.
3. From User > More (aka 3-dot menu) > Remove.
4. Select Yes to confirm.

The following screenshot shows the confirmation dialog for cancelling an invitation.

View users

1. From the primary navigation menu, select Groups > your group name. Use secondary search as required.
2. In the secondary navigation, select Users to view a list of the group members.
3. Use the secondary search to find an individual user.
4. Optionally: select the user's name to view their profile.

View and add managers

1. From the primary navigation menu, select Groups > your group name. Use secondary search as required.
2. From the secondary navigation, select Managers to view a list of managers for the group, and each manager's permissions.
3. Select Add Manager to Group.
4. Enter the manager's name or email to find them.
5. Select the manager and Save to finish.

Note: to add a manager, the user must have a Manager user type. If you search and cannot find a person to add as manager, confirm that their user type is correct.