Create and Manage User Groups

When you create or edit a user group you can add users to it from a specific logical domain. Usually, you can see only users who are in the same logical domain as you. If you are an administrator in the Global Default domain, you can configure domain-specific user groups. For more information about logical domains, see the System Administration Guide.

User group membership can be affected when: 

  • Users are added to or removed from the LMS via the Users page or data feeds
  • You edit the selection criteria
  • Users' details are updated, so that they are included in or excluded from the group's selection criteria

You specify how often the LMS recalculates user group membership by selecting Daily, Weekly or Monthly from the User Group Membership Refresh Frequency System Configuration setting. You can also refresh a user group's membership by saving it. 

Permissions can be configured to determine who can select users in a user group and who can edit them.

In this topic, we focus on managing user groups individually in the User Manager. For information about bulk importing user group data, please see User Group Import via the Data Loader.

To create or edit user groups, your user role must have unrestricted access to the User Groups feature in System Roles (Manage Features > User Manager Features). To view the members of a user group, your user role needs only read-only access.

Create a User Group

To create a user group

  1. Go to Manage Center > Users > Group and Organization > User Groups. 
  2. Click + Create User Group.
  3. Enter a name for the user group. 
  4. Optionally, enter a description for the user group. Note: This is shown only in the User Groups page.
  5. If your PeopleFluent Learning instance uses multiple logical domains, select the logical domain for the users in this group.
  6. Use the five expandable sections to select the users to add to the user group. For detailed information about each section, please see User Selection Criteria for User Groups.
  7. Click Save. 
  8. To configure permissions for the new user group, select it's name to edit it and click Permissions at the bottom of the page.

Export or Print a List of User Group Members

To view, print or export a list of user group members

  1. Go to Manage Center > Users > Group and Organization > User Groups. 
  2. Locate the appropriate user group and select View Members from the action menu.
  3. To print the list of users in the group, select Print from the Tools drop-down.
  4. To export the list of users to a CSV file, select Export to CSV from the Tools drop-down.

Delete a User Group

Deleting a user group removes it from other saved settings that use it to select users, such as user targeting templates. Deleting a user group does not delete or change the status of its members.

To delete a user group

  1. Go to Manage Center > Users > Group and Organization > User Groups. 
  2. Click the name of the user group you want to delete. 
  3. Click Delete at the bottom of the page.