Managing groups

Note: To complete these procedures, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

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Overview

Groups are subsets of participants for a given site. They are created by the site manager and are not preloaded with official course data. Groups are useful to organize study groups, project teams, and other non-official subsets of site participants.

You can use groups with the following tools:

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Managing groups

You can manage groups with the Site Info and Worksite Setup tools.

To manage groups with the Site Info tool:

  1. In your site's menubar, click Site Info.

  2. Click Manage Groups.

To manage groups with the Worksite Setup tool:

  1. Click My Workspace.

  2. From the menubar, click Worksite Setup.

  3. Check the box next to the course for which you wish to manage groups, and from the top, click Edit.

  4. Click Manage Groups.

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Creating a group

To create a new group:

  1. Navigate to the group management interface for your site (see Managing groups above).

  2. Click Create New Group.

  3. In the "Title" field, enter a title for your group (e.g., Project team 1). You may also add a text description.

  4. From the window on the left, select a site participant to add to the group, and then click . Repeat this step until you've added all the members you wish to the group. To select more than one member at a time, hold down the Ctrl key (in Windows) or the Command key (in Mac OS X), and select the members you wish to add.

    Alternatively, click >> to move all site participants to the right-hand window, select any participants you do not want in the group, and click < to remove them.

  5. When you're finished, click Add.

To create a group containing all users with a specific role, click Auto Groups, check the role(s) that you want to create groups for, and then click Update.

Note: It is not possible to create a new group based on existing group (i.e., duplicate an existing group).

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Editing a group

To edit a group:

  1. Navigate to the group management interface for your site (see Managing groups above).

  2. Next to the group title, click Edit.

  3. You may revise the "Title" and "Description" fields. You may also add or remove group members as described above.

  4. When you're finished, click Update.

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Deleting a group

To delete a group:

  1. Navigate to the group management interface for your site (see Managing Groups above).

  2. Next to the group you wish to remove, check the box under Remove.

  3. Click Remove Checked.

  4. To confirm removal, click Delete Groups.

See also