Assigning Group Managers

IMPORTANT NOTE

Group Portals will be available soon! In the meantime, you’re welcome to explore the documentation to get familiar with this feature.

Group Managers oversee and support learners within their designated group(s). Their access is limited to the content and users relevant to their assigned role. Once a group is created, administrators can assign Group Managers in two ways: by designating an existing user as a manager or by creating a new user to serve as a manager. 

Adding Existing Users as Managers

  1. Select settings from the left panels  then select Groups & Portals 
  2. Locate your group and select the gray icon “Manage Group Managers.”
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  1. Use the search bar to find an existing user by first name, last name, or email.
  2. Select Add to assign them as a Group Manager.
  3. The message “Manager has successfully been added” will show when the exsisting user has been added to the designated group as a manager. 
  4. The group row will update the column “managers” with the new added user.
Add Group Managers


Create New Users as Group Managers

  • If the user does not already exist in the system: 
    • Locate your group and select the gray icon “Manage Group Managers.” 
    • Select Create a new user and complete their basic profile. 
    • Once the profile is created, return to the Groups & Portals page, following the steps above to add the now existing users as a Group Manager. 


The newly added manager, regardless of how they were added, will immediately receive an email notification confirming their role. 

IMPORTANT NOTE

Ensure that email templates are updated as needed and customized to fit your organization's specific requirements. For more details, please refer to the Group Email Templates article. 


Remove a User from Group Managers

  1. Select settings from the left panels  then select Groups & Portals. 
  2. Locate your group and select the gray icon “Manage Group Managers.” 
  3. Upon selecting, a pop up will appear listing the current group managers with a red ‘x’ next to their name.  
  4. Selecting the x will delete the user from the group managers. 
  5. Once selected, the message “Manager successfully removed from group” will appear.


WARNING NOTE

Removing a Group Manager only affects their role in the selected group. It does not delete their user account or affect their roles in other groups.


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