Adding Educators to an Organisation Group

Note: Educators assigned to a Group will be able to see all of the details of Learners assigned to that Group, including Individual Reports.

From the user interface, you can assign an Educator to an Organisation Group in three ways:

From the Group itself under the Groups tab (where you can assign one or more Educators to a single Group),
From the Educator Details screen,
From the Educators tab (where you can assign one or more Educators to multiple Groups at one time). This method is most useful when setting up Educators in an ad-hoc situation where you need multiple Group assignments. If doing this on a more regular basis, you might consider using the Group assignment feature you can use when Importing Learners and Educators from a file.

To assign an Educator to an Organisation Group from the Groups tab:

Select a Group
From the Group Details panel in the side menu section, Select Add More under the Assigned Educator heading.
In the Add Educators To Group page you can:

Select Educators individually by clicking on the check box to the left of each Educator's name.
Select an Educator from another Group, using the View Learners in: dropdown.
Search for an Educator and add them to the Group.

Note: Selecting the Selected tab shows which Educators have been selected.

Caution: The Selected tab only shows the Educators that have been selected, not those who have been added to the Group. In order to add these Educators you must select Save. If you navigate away from the Add Educators to Groups page without first selecting Save, your selections will be discarded.

When you have all the required Educators selected, select Save (at the top or bottom of the screen). A confirmation message will be displayed once the Educators have been saved in the Group.

To assign an Educator to one or more Groups from the Educator Details page:

From the Educators tab, select the View Details link to the right of the Educator that you wish to assign. You will be taken to the Educator Details screen.
Under the subheading Assigned Groups, select the Add to Organisation Group(s) button.
Select the Groups to which you wish to add the selected Educator. Groups that they are already assigned to will be greyed out.
Select Save to add the selected Educator, or Cancel to exit the process without making any changes.
If you select Save, a confirmation message will be displayed to show what changes have been made.

To assign one or more Educators to multiple Groups at one time:

From the Educators tab, select the Educator(s) you wish to assign to a Group or Groups.
Under the Maintain panel in the side menu, select Add Selected to Organisation Group(s). You will be shown the available Organisation Groups.
Select the Groups to which you wish to add the selected Educators.
Select Save to add the selected Educators, or Cancel to exit the process without making any changes.
If you select Save, a confirmation message will be displayed to show what changes have been made.