User Management

Key Point

Groups allow you to organize learners independently from your branch structure. Groups can be populated manually, by CSV upload, or through automated enrollment rules configured by the UE Team.

Understanding Groups

Groups allow Training Administrators to organize learners using criteria that may not align with the organization’s branch structure.

Common examples include:

• Departments
• Athletes/Teams
• Job Roles
• Student Types
• Campus

Before You Begin

Users must already have accounts before they can be added to a group.

If you need to create users first, see:

• Bulk Uploading Users
• Creating Users Manually
• Self-Registration Links

Accessing Group Management

1. Log in to your account on learn.ue.org.
2. Click User Management.

Creating A Group

1. Access the Admin Menu using the gear icon.
2. Select Groups from the E-learning section.
3. Click the Plus (+) button.
4. Enter a group name and optional description.
5. Select the population policy.
6. Click Create And Edit.

Adding Users To A Group Manually

1. Open the group.
2. Select the Users tab.
3. Click Assign Users.
4. Choose whether to add individual users, copy users from another group, or copy users from a branch.

Adding Users To A Group Using CSV

CSV uploads are useful when adding large numbers of users to a group.

Open the group and select Manage Group Associations Via CSV. Download the sample CSV file, populate it with your users, and upload the completed file.

The maximum CSV file size is 3 MB.

Exporting Group Members

Export the current membership list at any time by selecting Export Users’ List As CSV.

Understanding Automated Groups

Related Guides

• Bulk Uploading Users
• Creating Users Manually
• User Roles And Permissions
• Learning Plan Enrollment Rules
• Automating Group Enrollment

Getting Help From UE

If you are unsure how to complete this process, contact the
UE Learning Enablement Team
at
launch@ue.org.