How do I edit a group?

Document created by Bridge Doc Team Employee on Oct 27, 2016Last modified by Bridge Doc Team Employee on Nov 3, 2017
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You can edit a group at any time to add learners to or remove learners from the group. You can edit both manually created groups and smart groups.

Note: Some features may be restricted based on permissions for your user role.

Open Application Switcher Menu

  Open Application Switcher Menu 

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Admin menu option [2].

Open Group Management

  Open Group Management 

In the Users and Permissions menu [1], click the Manage Groups link [2].

Open Group

Open Group

On the Groups page, click the name of the group. You can edit both manually created groups [1] and smart groups [2].

Note: The All Learners smart group cannot be edited.

Edit Manually Created Group

Edit Manually Created Group

Edit the manually created group as necessary. To edit the group name, click the name of the group [1]. You can also find users to add to your group [2] and remove users from your group [3].

Changes to manually created groups are saved automatically.

Edit Smart Group

  Edit Smart Group 

Edit the smart group as necessary. To edit the group name, click the name of the group [1]. You can also edit or delete existing rules [2]. To add a new rule, click the Add Rule link [3].

To add or remove a user, you must edit the rule(s) of the smart group. Users need to meet all of the rule attributes in order to be added to the smart group.

Save Changes

  Save Changes 

Once you have made changes, click the Save button.

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