What are Groups and how do they work?

Groups are collections of users (Managers and Trainees) that help organize and control access within your company.

Key points about Groups:

• Managers can only manage Trainees that belong to their assigned Groups.
• Groups help filter users when assigning courses, generating reports, or managing the platform.
• Filters based on Groups are visible in tables and filters across the platform.

Manager permissions:

• Managers can go to the Groups page.
• A table will show all Groups.
• In the Actions column, they can:
• Assign new users to Groups (if they are Managers of that Group).

Account Owner and Super Admin permissions:

• Only Account Owners and Super Admins can create and fully manage Groups.
• Account Owners and Super Admins can: change group data (name, description, etc.), assign Managers and Trainees to Groups, and remove users from Groups