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How to Name and Designate Groups
How to Name and Designate Groups

Define Groups and link appropriate learners like a pro

Ania Kwak avatar
Written by Ania Kwak
Updated over 9 months ago

Where to Begin

To start:

  1. Ask yourself, "What positions do you want to create learning content for?"

  2. Consider and incorporate the intent behind each position. For example:

    1. Do you want to include information based on regularities? (E.g., in Manhattan, streets are consecutively numbered, with east–west streets called "Streets" and north–south streets called "Avenues")

    2. Do you want to show relationships?

    3. Do you want each name to be unique for the same scope?

Let's say you want to create Courses for your cashiers, sales associates, and managers. For this example, our intent is to make each Group easy to identify by naming them the same as the positions they represent:

  • Cashiers

  • Sales Associates

  • Managers

Once you've created your Groups, consider which learner should be part of what Group, then link them

Note: We recommend you refrain from using special characters (such as &, +, *) in Group names, as doing so may result in system errors.

Deciding on a Learner's Group(s)

Learners can be added to one Group, or several. This can be particularly useful for learners who:

  • earn a promotion

  • have more than one role

  • need to understand other roles

To give you an idea, pretend that learners A, B, and C are all cashiers. You would add each of them to the "Cashiers" Group:

  • learner A

  • learner B

  • learner C

But learners B and C are also sales associates! In that case, add them to the "Sales Associates" Group:

  • learner B

  • learner C

As it turns out, learner C wants to Level Up to a manager role, but needs to learn a few things before they can be considered. You would then add learner C to the "Managers" Group:

  • learner C

By customizing them in this way, those learners will only have access to Courses meant for their own respective Groups:

  • learner A = "Cashiers"

  • learner B = "Cashiers," "Sales Associates"

  • learner C = "Cashiers," "Sales Associates," "Managers"

So long as you know which learners should learn what, you can make sure they'll only see what they should.

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