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Setting Up Groups
Last Updated: May 12, 2015 at 12:04 PM
Go to the Groups icon in Client Admin
Enter a group name and type. These can be whatever you want. The type can help you describe your groups
The plus sign opens more options for your information as the group owner. Adding additional information is optional
if you make changes. Or just
After you save you will be taken to the Group Filter page.
Member Filters are on the left side
Members can be filtered by:
User Name, email and/or gender.
User State or Banned State
Company and/or Role associated with the user
*Any filters that have a box that says "Use Filter" must be checked before the filter can be used
The Members in the group show up on the right side. The group owner being first
To see the users who show up for a filter, simply click off of the filter. For example, set a filter on email, like anyone who has a Gmail.
or click somewhere else on the page to see the filtered users to the right. (If it is a large group, it make take a few moments.)
As you change filters, the Group Members will change automatically when you click somewhere else on the page
Adding individual members
Use the Include Members button at the top of the page to search for and add specific user(s)
Search for members and click
These members override the filters and appear on the list in a different color
Deleting group members
to take included members out of the group
on filtered group members. Their name will change and can be re-added by clicking
when you're done to create the group
Adding groups to sections
Go to the Members page in your section
Search for your group and add it/them
To the right of the group use the
to see all the members or
To delete the group click Remove Group
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