Groups are a way of organizing your users.  Examples of groups may include, teachers, building principals, paraprofessionals, coaches, nurses, custodial staff, food service staff, all employees, science teachers, etc (see screen grab).  Taking time to organize all your users in groups, makes the assignment of compliance items much easier and more efficient.  Admin users or portal managers have the ability to add and edit groups.  

Add a New Group

  1. Select Group Management --> All Groups
  2. Click the blue Add Group button
  3. Enter a name and description for the group
  4. Click the green Add Group button

Add Users to a Group

Option 1 - Add Users Manually

  1. Select Group Management --> All Groups --> Actions --> Edit
  2. Select the blue Add Users button
  3. From the Add Users tool, search for and add desired users to the Roster Preview column (see Add Users Tool screen grab)  --> Save Roster
  4. Click the green Update Group button
  5. Click Cancel to leave the page and repeat process as needed

Option 2 - Upload a Spreadsheet of Users

  1. Select Group Management --> All Groups --> Actions --> Edit
  2. Select the blue upload users icon (see screen grab)
  3. Upload a spreadsheet of user email addresses

Option 3 - Bulk Update

  1. Select Group Management --> Bulk Update Groups
  2. Add and remove users from groups by checking the boxes. Note - Changes are saved automatically.
  3. Use the tools at the top to search for users and/or filter by users and groups.

Important Notes:

  • It is important that groups be managed overtime, adding and removing users as needed.  
  • Users may be assigned to more than one group.