Learning FAQ: Create and manage groups as an admin in Learning

Important to know

You can access the unified Admin Center using two entry points, depending on whether or not your profile is connected. If you have a connected profile, you can use the Admin Center tile in the header or select Me > Manage users.

If you do not have a connected profile, you can select Me > Manage users.

Groups are an easy, intuitive way to recommend content to a specific set of learners. You can create groups of learners in your Learning account and recommend courses or learning paths to everyone in the group at one time.

Important to know

Admin functionality isn’t available within the Learning apps. To access Learning Management, please use a desktop device.

Please review the below frequently-asked questions to create and manage groups in your organization's Learning account.

To manage groups via CSV:

Here's a tip

If you have multiple data points and want to create those values as groups with Secure File Transfer Protocol (SFTP) upload, you might not be able to group all the values together in a single add_to_groups column. Learning allows you to break the values into multiple add_to_groups columns in the CSV file you choose to upload.

From Learning Management, select Me > Manage users in Admin Center.
Click People and select Users from the dropdown that appears.
Under the Users tab, click Manage users.
Select from the dropdown that appears select:
- Download All users: If you'd like to add all users to groups.
- Download Filtered users: If you'd like to add specific users to groups.
Add any User attributes, Groups, or Licenses you'd like to filter by and click Download CSV.
Open the downloaded template in Microsoft Excel or Google Sheets and in a new column for each, add:
- add_to_groups: To add users to new groups.
- remove_from_groups: To remove users from groups.
- groups: To override all current groups; use "null" to remove all user groups.
Important to know

If you utilize the groups header, you override all current groups to which a learner belongs and removes them from any groups that are not currently listed.
In each column, add the name of the group you'd like to create, add user to, or remove user from.

Example: If you’d like to create a new group, support, add the user to an existing group, engineering, and remove a user from the group, sales: add_to_groups, remove_from_groups, engineering, support, sales

Important to know

If you are utilizing CSV to upload users to a group that has a comma "," in the group name, you need to replace the comma with "%2".
Example:
For group names such "NY, NJ" or "NY, TX" in a CSV upload, specify the values as "NY%2CNJ" and "NY%2CTX".
Return to Users tab, and click Add users by CSV.
Click Upload CSV and add the CSV file you updated with group columns.
Your CSV will upload and changes to users and groups will be automatically applied.

Important to know

If you are trying to send invitations to more than 2K users, to avoid long upload times, use one of the following methods: CSV uploads (see Related tasks below) or Groups (segment users into separate sections and take bulk actions on them).

Related tasks

Learn more

Learning FAQ: Customize invitation emails in Learning