Groups allow you to group and organize users in your company. They serve a few primary goals:
To associate coaches with users: so that these coaches can review and give feedback on users’ Practice submissions
For analytics: you can filter by groups in the analytics dashboard to zoom in on a group’s data
For Campaign assignments: you can assign Campaigns to groups of users at a time. A new user added to a group automatically gets assigned with all the Campaigns added to that group
Each time you create a user, remember to add them to a group with a coach so that their Practice submissions can get reviewed.
From the ‘Groups’ page in Admin, click on ‘Add’ to create a new group, or ‘Edit’ to edit an existing group
Members: search for a name to add a user to a group
Role: assign the Coach role as appropriate. The user needs to have “allow user to coach Practice submissions” selected on their profile page in order to be a coach
Delete: delete a user from a group if necessary
Once a user is added to a group, they will automatically be assigned all Campaigns already added to the group. Be sure to ensure that user(s) have content assigned, if not they will see a blank page!
You can also Archive a group for the Archive button on the top Left
