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About this resource

This guide explains how the Groups and Enrollment channel works across three sections: Groups (who sees what), Enrollment (getting people in), and Users and Admins (who can do what). It provides a recommended setup order: create a group, feature courses for that group, create an invite link, upload learners via CSV, automate group assignment with Active Directory, and update admin permissions. Tips include building groups around roles rather than individuals, starting with invite links for quick launches, and reviewing admin permissions quarterly.

Questions this resource answers

What is the recommended order for setting up Groups and Enrollment for the first time?
Create a group, feature courses for it, create an invite link, upload learners via CSV, set up Active Directory sync, then update admin permissions.
How can I add learners in bulk?
You can upload learners using a CSV file or automate group assignment using Active Directory.
What is the best way to structure groups?
Build groups around roles rather than specific people so they remain effective when team members change.
How often should I review admin permissions?
The guide recommends checking admin permissions every quarter.