Creating A Group

Here you will find how to create a Group, enroll users, and how to assign courses.

1. Start on your Dashboard and look under Company, select Groups

Groups dashboard

 

2. Then select the green Create Group button

Groups create group

 

3. You can now name your new Group. After doing so select Save & Continue Edit. If you select just Save it will take you back to your list of Groups. You can still edit and add users from that point but Save & Continue Edit will allow you to finalize your Group in one go.

Groups name

 

4. Your Group will then be created and from this screen you can rename the group, delete it, and add users and courses.

group main screen

 

5. To add Enrollments click the Auto Enrolled Courses tab and then select the green Add Courses To This Group button. Please note you will want to do this step before adding in any users so that those users automatically receive those courses upon being added. If you add the courses first and then add the users, you'll manually have to add the enrollments to the users and it will not be done for you automatically.

Groups Auto enroll page

 

6. Lastly, to add users click on the Users tab and then select the green Add Users button.

Groups user page

 

If you are still experiencing difficulties please submit a ticket with the link below: 

https://support.safetysoft.com/kb-tickets/new

Someone from our Support Team, including myself, will be in contact with you as soon as possible!