4.3. Group Users

  • The administrator can create user groups as either static or dynamic and add them to different business units.
  • The user groups can also be created with or without business units.
  • All the users in the group are assigned with the classroom trainings, resources or programs, polls, surveys, digital library and announcements.

The group users are classified into 2 ways:

1. Static Group Users
2. Dynamic Group Users

4.3.1. Static Group Users

  • The static user groups are added or removed manually and can be created with or without business units.

  • Child properties are allowed.

  • The entire group can be deleted by first removing all the users from the particular group.

  • Procedure to add static users:

    • Click Users. The following List of Users screen appears displaying a list of users that are added to the respective group.
    ../_images/static_usr.png
    • Click Add to add mapped business unit users to the group.
    • Click Remove to delete the static users.

4.3.2. Dynamic Group Users

  • The dynamic user groups are created with or without business unit.
  • Child properties are allowed.
  • The users are added to the dynamic group by passing the query as a condition (AND/OR), that is filtered based on the following:
1. Parameters:
  • User Name
  • First Name
  • Last Name
  • Business Code
  • Email
  • Gender
  • Designation
  • Locations
  • Manager
  • Job Role

2. Conditions: =, =, <, >, <=, >=, Contains.

  • Procedure to add dynamic users:

    • Click Edit Query. The following Edit Query screen appears where a query is passed to add the dynamic users.
    • Click Add to add the mapped business unit users. The count on the number of users added is also listed.
    • Click Users to view list of dynamic users added to the particular group. Example: Username = amit (AND/OR) > click Add.
    ../_images/edit_query.png

Important

  1. Contains: Is an operator that matches against only the specific word in the given string.
  2. The dynamic users are removed manually.

To create group users:

  1. Click Admin Admin > Manage Users > User Groups. The following Manage User Groups screen appears as shown below.
../_images/mng_usr_grp1.png
  1. Click Create New > select Static | Dynamic. The following Create User Group screen appear consisting of required fields to be filled.
../_images/crt_user_grp.png

Important

Allow Child when checked, represents the parent-child relationship, where users of both child BU and parent BU is included.

Note

  • The maximum Name field limit is 100 characters (any character).

  • The Users button displays list of static or dynamic users added to the respective user groups.

  • The Update Group updates the group with new or existing (static/dynamic) users of the respective business units (BU). The users are filtered based on the query passed as a condition in the Edit Query option for the dynamic group and as for the static group the users are updated manually.

    * The Update Group button is available for both static/dynamic group users.
    * The users required to be updated to the static/dynamic group are listed under the Users Available for Updation.
    * Click Update Group, to update the users to the respective static/dynamic groups.
    * The updated users will be listed under Users of the respective static/dynamic group.
    * The resources or programs mapped are available to the respective user groups.

  • Click Import to upload bulk users. The Import User Groups screen appears to upload bulk users by importing .csv file. The .csv file size should be less than or equal to 4MB. Refer Bulk Uploading Process under Single Users > Import Bulk Users.

  • Click Export to export user’s details to the .csv file. Refer Export Users process under Single Users.

4.3.3. Publish Resources or Add Programs to Group Users

  • The resources or programs are published to the user groups.
  • To publish resources/program:
* Click Publish Resources | Add Programs tab. The Publish Resources/Programs for the Group <group_name> screen appears to publish the resources or programs.
* Select resources or programs to be added from the Not Added Resources/Programs list to the Added Resources/Programs list and later map the resources or programs to the user groups.
  • On user account:
* Online resources: are listed under Available E-Learning Courses tab, where the users are required to add the resources.
* Online programs: are listed under My E-Learning Courses tab > Upcoming tab.

Important

../_images/add_usr_direct_button.png
  • The selected resources is added directly to the users by checking the Add Directly to Users. Once resources are added, it appears directly under My E-Learning Courses > Current tab, instead of the Upcoming tab on the user account.
  • Request approval type resources when added directly, it bypasses the rule of approval from the reporting manager or administrator and gets listed under My E-Learning Courses tab.
../_images/send_mail_button.png
  • When checked, a mail is sent to the users regarding the published resources or programs.

4.3.4. Edit and Delete Group Users

To edit group users:

Click Edit Edit-Button. The Edit User Group screen appears with the chosen fields to be edited.

To delete group users:

Click Delete Delete-Button. It deletes the selected user groups.