Groups are used to grant and manage permissions and/or enrollments for users within a Brainshark company account. Groups assist to expedite updates to a large number of users at the same time.
Company Administrators will have access to create user groups. If your site has the 'Enhanced Group Manager' setting enabled, Group Managers will also have access to create and add new members to a group.
To create a group:
- Select the 'Administration' tab from the top right of the account
- Select 'Manage Groups' found in the Groups card
- Select the red plus sign toward the upper-right side of the page
- Select 'Add Group'
- Set the Group name, Group description, and apply desired Group Managers
- Select 'Continue' to set the folder permissions for the group
- Select 'Continue' to Set Members
- Check the boxes for desired members, and press 'Submit' to store changes
*Note:
- For a large number of users, Groups can also be created with the Group Bulk Upload form.
- The 'Manager Group Creation' Administration setting can also automatically create and update Groups based on their assigned manager within the user profile
- Groups can also be pre-determined when creating users with Self Registration templates
Additional Trainings
- Here is a great document that further elaborates on managing Groups
- Here is a video training that displays how to create Groups.
