Creating and Managing Groups

groups are a flexible way to organize students based on shared criteria such as program, cohort, or activity in this section, you'll learn how to create new groups, manage their status, and add or remove students as needed whether you're working with a single student or updating multiple at once, the tools available help keep your groups current and organized creating new groups to create a group, go to home / groups and click add group this opens the group creation form where you can enter a group name and description set access permissions by selecting which user roles can view or update the group choose the locations the group applies to—select as many as needed once you're finished, click add group to save the group will now appear in your list under home / groups click on the group name anytime to view or edit its details, including the name, description, permissions, and assigned locations managing group status the group status setting allows you to mark a group as either active or disabled this helps you keep your list organized by hiding inactive groups from filters while still keeping them in your system in home / groups , you’ll see a status column that shows whether each group is active or disabled changing the status of a single group to update a single group, click the edit group icon next to the group name use the group status dropdown to select active or disabled , then press save the status will update, and the group will remain in the list with its new status shown in the group status column changing the status of multiple groups to update multiple groups at once, select the checkboxes beside the groups you want to change click more actions , then select update group stati select active or disabled and apply the changes all selected groups will be updated at the same time managing students in groups once a group is created, you can manage its members by adding or removing students this can be done individually from within the group or in bulk from the students section adding individual students to add a single member to a group, navigate to the group’s members section click on the green 'add member' button you’ll be able to specify the individual’s name and add them to the group there’s also an option to send invitations for scheduled events that haven’t yet occurred when you add a member to a group, you can choose to notify them about any upcoming events linked to that group adding multiple students for adding multiple students at once, go to the students section of the platform use the search bar or filters to find the students you wish to add once you’ve located them, select their names by checking the boxes next to each student you can also choose to select all students displayed in your current search results then, click more actions , select add to group use the dropdown menu to select the group you want to add the students to, or create a new group if needed before confirming, you can opt to send invitations to any upcoming events associated with the group once you’re ready, click add to complete the process and include all selected students in the group deleting students from groups to remove students from a group, you can either delete them individually or in bulk start by navigting the to members section of the group individually next to the student’s name, click the x icon to remove them from the group in bulk select the checkboxes next to the students you wish to remove then, open the more actions dropdown menu and select remove to delete them all at once