Creating a Group

Who is this article for?

 Client Administrators

Client Managers

You can create various groups on your WorkRite system as a way of organising users in your company depending what Department they work in, or what Location geographically around the world they are based in.

This is useful if for example you only want a certain group of users to complete a particular course, such as users who are in a Home location may be required to complete the Home Workers course, whereas this would not apply to Office based workers.  You can select to send a training notification out to that specific Location group. 

Important Information! Client Administrators will be able to see all users and all groups/group types on the system.

Client Managers will only be able to view users in the groups that they are responsible for.

To create a new group, first go to Management System, and select Groups from the menu on the left, and then select Create Group

This will open up a new screen where you can enter the Name of your group, a Description (this can be the same as the group name) and then select the Group Type from the drop down menu

Once you are happy with the details select Save Changes.  This group will now appear under the groups tab.  If you have lots of groups on your system, you can search for the group in the search bar, or apply the filters at the top of this page to view the specific group type

Course Groups, Department Groups and Location Groups are all Group Types and will show on your system as standard.  You can add other Group Types that may be relevant to your company such as Facilitator Group, Directorate Group, Operations Group as some examples.  Please see article Creating a Group Type for information on how to do this.