Groups

Groups

‘Groups’ is a feature that can be used instead of Branches. We usually recommend using ‘Branches’ due to easier administration if you do not have AD integration. This will depend on your needs for segregation of your users. If you have any doubts regarding what is right for you, please contact us at info@cyberpilot.io.

‘Groups’ is mainly used to separate your users into departments on the platform. This feature allows for direct distribution of courses to the users divided into groups. You will have to manually add every single user to your group. If you have a lot of users you would like to add to a group, CyberPilot can help you with this, so that you don’t have to manually add hundreds of users to a group. Just let us know at info@cyberpilot.io, and we will be happy to help!

When the users have been added, you can enrol the group to the courses relevant for the group members. All new users added to the group in the future will have to be enrolled to the group courses through the ‘Enrol to all members’ button. See instructions under ‘How to enrol courses to the group’.

Note: ‘Branches’ gives you the opportunity to categorise your employees into sub-branches. This can be beneficial if you for instance need to handle a specific branch of users. It can make it easier to get specific report options and targeted enrolment of courses to specific users.

 

Note: 

‘Branches’ gives you the opportunity to categorise your employees into sub-branches. This can be beneficial if you for instance need to handle a specific branch of users. It can make it easier to get specific report options and targeted enrolment of courses to specific users.

 

How to create a group

 

1. On your admin homepage, click Groups

Groups
 
2. The first time you access the Groups page, the site will be empty. To create a group, click Add group.
Add group
 
3. Give the group a Name.
Name-1
 
4. You can make a Description for the group, but this is not necessary.
Description
 
5. Leave Unique group key empty.
Unique group key
 
6. Leave Maximum key users blank. This will ensure that you do not have to go back and change this later if you find yourself with more members than you originally had.
Maximum key
 
7. Click Default system group only if the group is one you want all members of your organisation to be a part of. This means that all new users added to the platform automatically will be added to the group.
Default system group
 
8. Click Add.
Click Add
 
9. You will now be directed to the group overview site, where you can now see a list of your users.
overview site
 
10. After you have made the group, you will need to give your users access to the group. You do this by clicking Yes under Access. The ‘No’ will turn into ‘Yes’ once you click on them. You will have to do this with every single user that is already on the platform. Once you have done this, you will not need to do it again for existing users.
Yes-access
 

How to enrol courses to the group

You have the possibility to assign all users in a group to specific courses, by selecting the courses yourself.

1. At first, you will need to choose which courses you want to enrol to the users in the group. You do this by giving access to the courses you want to enrol them to. Click the No button under Access. The ‘No’ will turn into ‘Yes’ once you click the button.

No

2. Once you have chosen the relevant courses for the group, click on the Enrol members to courses button.

Enrol members to courses

3. You will now be asked if you want to assign the courses to the group’s users. Click OK if you want to enrol the users of the group to the selected courses.

OK

 

You have now successfully enrolled the courses to the members of the group! They will receive a mail regarding the new course(s) that are available to them. 

 

Got a question?

Contact us at support@cyberpilot.io