Setting Up Groups

📌 Overview

After adding members, you can organize them into groups to make it easier to assign courses, track progress, and manage training by team or department.

Watch the tutorial video above

Step 1: Go to the Groups Tab

Step 2: Set Up the Group

Step 3: Your Group Is Ready

Your group will be created and ready to use. You can now assign courses or programs to the group, add or remove members, and track progress together.

📌 Pin a Group Org-Wide

Once you have a lot of groups, pinning keeps the ones you use most at the top of the list. Pins are shared across your whole organization, so a group you pin is pinned for every admin.

Step 1: Pin a group from the list

On the Groups page, hover over the group's row and click the pin icon (Pin this group for easier access) next to the ... menu.

Groups list with the pin icon showing on a hovered group row

Step 2: Find it in the Pinned section

The group moves into a Pinned section at the top of the page, above both the User Managed and Auto Mapped tabs — so it stays visible no matter which tab you're on. To remove it, click the same icon again (Unpin this group) and the group returns to its original tab.

Pinned section at the top of the Groups page with one pinned group

💡 Tip: Pinned groups are counted in the Pinned section rather than in their tab, so the tab counts drop by one for each group you pin.

🔗 Sync Groups from Your HRIS

You can also sync your groups from your HR system using Connect HRIS, so your organizational structure stays automatically aligned without manual updates.

💡 Tips