The Users and groups area lets you manage who can access your learning platform and how learners are organized. From this area, you can create users, set up groups, and control roles and permissions. This article gives you an overview of each section so you know where to manage users and how groups work together.
In this article:
Users/Groups Overview
Users/Groups Sections
Additional Resources
Users/Groups Overview
The Users and groups section is where you manage access to your learning platform. Here, you can:
- Create and manage users
- Organize users into groups and groupings
- Define roles and rights
- View how groups are structured
Users and Groups Sections
Users
Use the Users section to manage the people who can access your learning platform. Superadmins can: Create new users, edit existing user information, and manage user access.
To learn more, refer to: ClearCompany Learning: Users.
Groups
Use Groups to organize users into a hierarchy. Groups help control access and make it easier to assign training. You can: Create groups, organize accounts within the learning platform, and select groups when assigning training.
To learn more, refer to: ClearCompany Learning: Groups.
Groupings
Groupings let you create dynamic collections of users based on conditions. Groupings combine: Data available in the learning platform and the conditions you have access to. You can use groupings when assigning training and building custom reports.
To learn more, refer to: ClearCompany Learning: Groupings.
Group Structure
The Group structure view shows how your groups are organized. Each group operates independently. For example, HR, Payroll, and Recruiting each have their own group structure and cannot see activity from other groups.
To learn more, refer to: ClearCompany Learning: Group Types and Group Structure.
Group Types
Use Group types to categorize and organize your groups. Group types also help you filter groups throughout the platform. Common group types include:
- Department
- Job Title
- Supervisor
- Internal or External
- Location
- Region
To learn more, refer to: ClearCompany Learning: Group Types and Group Structure.
Roles
Roles define what users can see and do in the learning platform. Each role is created in the learning platform to specify a set of rights and permissions, which can be customized based on your preferences. There are four default roles:
- Superadmin
- Administrator
- Manager
- User
To learn more, refer to: ClearCompany Learning: Roles.
Rights
The Rights section shows a visual breakdown of permissions assigned to roles. Rights control what users can access and which actions they can take. There are four rights groups:
- Administration
- Front-End
- User Completion Records
- E-Commerce - Multi-User Purchases
To learn more, refer to: ClearCompany Learning: Rights.
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