Groups

Groups are used to group learners together so that they can be managed and assigned learning as a collective. 

 

Creating a group manually

Go to Admin > Groups:

Click NEW GROUP

Fill in the details of your group:

Name:	The name of the group. It is displayed in the groups menu. Learners who are members of the group also see it in the front end, for example when they filter comments by group.
External Ref:	The name used if your LXP talks to HR systems or other external services.
Description:	A description that's only displayed in the groups menu - used by admins to note the purpose of the group.
Visibility:	Choose "Public" or "Private". Learners who are members of a group can filter comments sections by that group:

 

Creating a group via CSV

Groups can also be created using a CSV upload. Simply click on Import Groups:

Click DOWNLOAD THE CSV TEMPLATE (if you don't already have it) and fill it in:

 

CSV Field	Required?	Meaning
Group Name	Required	Name of the group.
Username	Required	Usually their email address.
Email (leave blank if same as username)	Optional	Leave this blank if it is the same as their Username.
First Name	Optional	The first name of the user.
Last Name	Optional	The last name of the user.
Function	Optional	The job function of the user.
Location	Optional	The location of the user.
Language Code	Optional	The language code of the user, for example en.
Organisation Reference	Optional	The reference of the user in your organisation.
Timezone	Optional	The timezone of the user.
Group Admin	Optional	Enter 1 if they are to be a group admin and 0 if not
Group Tutor	Optional	Enter 1 if they are to be a group tutor and 0 if not.
Expires At	Optional	The date on which the user account expires.
SSO Ident	Optional	The single sign-on ID of the user. This is only used if your organisation has single sign-on.
Group Reviewer	Optional	Enter 1 if they are to be a group reviewer and 0 if not.

 

Now click Choose file and upload your completed CSV. 

 

Adding learners to a group manually

To add learners to a group, click Add Users:

Locate the learners you want to add and click the checkbox next to their name(s). Then click ADD USERS:

 

Learners added manually will be listed as "Permanent" under User type on the Members page:

 

Adding learners to a group automatically

There are two ways to automatically add learners to groups. You can go to Settings and use the Include users tagged option:

Any learners tagged with your specified tag(s) will be added to the group. 

 

Alternatively, if you want to specify more complex and dynamic criteria, you can use dynamic rules to automatically add leaners to a group. Click here to read more about using dynamic rules. 

 

Learners added with the Include users tagged option will be listed as "Tagged" under User type on the Members page. Learners added by dynamic rules will be listed as "Dynamic":

 

Roles

There are several roles that are specific to groups. These give users some admin powers over group members. Click here to read about group-based roles.  

 

Removing members and blacklisting

If you want to remove a learner who was added manually (listed as "Permanent"), go to Members and click the bin   icon next to their name:

Learners who were added by dynamic rules (listed as "Dynamic") do not have the bin icon. If a learner still meets the criteria of your dynamic rules, you can take them out of the group, and stop them being added, by blacklisting them. To do this, click the   icon next to their name:

 

They will now appear on the Blacklisted page. You can un-blacklist them by clicking the   icon next to their name. 

 

Downloading a csv of group members

To download a csv file containing the members of your group, open your group, go to Members, and click Export CSV:

The CSV contains these columns: 

• Last Name
• First Name
• Email
• Username
• Joined
• User type