Group Management

From the Manage Group page, click the Settings button in the Group Detail Card.

What are the Group Settings?

The Group Settings options allow you to customize how the group is displayed. When you have several groups, this helps with organization of your sub-groups.

• Name is the title of the group. Note: the name of your top-level organization is populated by default.
• Abbreviation is a shortened version of the group name that will be used in places where space is limited (i.e., mobile view).
• Icon is determined by the type of group.
• Color can be adjusted to your personal preference to help easily identify the group.
• Description allows to provide more details about the group that will only be seen by Group Administrators.

Note: For organizations, some settings will not be editable. Contact Customer Care to make changes to those settings.

What course settings can be set for the group?

Assessment Locking

As required by OSHA, students are only allowed three attempts at passing the Final Assessment for OSHA 10-Hour courses with a 70% or higher. If they fail all three attempts, they will have to restart the course from the beginning. The Assessment Locking feature allows instructors to prevent students from using their last Final Assessment attempt without approval.

Once you have enabled Assessment Locking, students who try to begin their third OSHA 10-Hour Final Assessment attempt will receive a notification informing them that the assessment is locked and they must contact their instructor before attempting the assessment again.

Note: The Assessment Locking feature does not function with third-party courses (e.g., OSHA 30-Hour Construction, HAZWOPER, and First Aid).

Student Time on Page (STOP)

When enabled by an instructor, the STOP (Student Time on Page) feature requires students to proceed linearly through our courses. This prevents students from moving forward until they have completed each page by either interacting with the activity or waiting for the audio to play in its entirety.

Members are users who are attached to the group. Members are given the role of Learner/Student by default and may be granted the Administrator role. The Group Administrator role allows the user to configure group settings, manage group membership, enroll members in courses, and view the associated Gradebook. The Learner or Student role may only take training and has no group management privileges.

How do I create a subgroup?

From the Manage Group page, click the Create Subgroup button in the Group Detail Card. Fill out the required fields and click the Create button. You will now have subgroups visible in your Subgroups Tab.

Note: To manage a subgroup, click on that subgroup name in the Subgroups Tab. You will be taken to the Manage Group page for that subgroup.

How do I add members to a group?

We provide several options for adding members to your group. You can:

• Allow users to request membership in your group via group code (Recommended), or
• Use the Invite Members function to invite users (individually or via bulk upload) to join your group.

Using a Group Code

To add members via group code:

• Ensure students have a CareerSafe account (our Accounts and Passwords guide provides detailed instructions for account creation).
• Provide your group code (found in the Group Detail Card at the top of the Manage Group page) to users you’d like to invite to join your group.
• Users will appear in the Members Tab as “Pending” once they’ve entered the code in the Join Group Card on their own CareerSafe Campus Home page.
• You’ll need to approve their request to join the group, then enroll them in course(s) once they are members. View the Enrollment Guide for details on Approving/Enrolling members.

Inviting Members

From the Manage Group page, click the Invite Members button in Group Detail Card.

Note: When you navigate to the Manage Group page, you’re directed to top-level group you are an administrator of. To add members to a subgroup, navigate to that subgroup first via the Subgroups Tab.

Manually Add Members

1. Select “Enter Manually” on the Invite Members modal.
2. Enter the First Name, Last Name, and Email Address of each user you want to invite.
3. Click “Add More” to add more rows.
4. When you’re done adding user data, click the Continue button.
   • A modal with a summary of member invitation information will display. The invitation process is not complete until you click the Send Invites button on this modal.
   • The summary will display a count of members who will be added automatically and members who will be invited.

Bulk Upload Members

1. Select “Upload a File” on the Invite Members modal.
2. Download the Member Invitation template and fill in all the fields.
3. Upload the completed template.
4. Click the Next button once the file has successfully uploaded.
   • A screen with a summary of member invitation information will display. The invitation process is not complete until you click the Send Invites button on this screen.
   • The summary will display a count of members who will be added automatically and members who will be invited.

How do I move members to a different group?

From the Members Tab of the Manage Group page for the group the user is currently a member of:

1. Select the checkboxes next to the names of the members you’d like to move.
2. Click the Move button that appears above the Members table.
3. Choose the group you want to move them to from the “Select Group” drop-down.
4. Click the Move button

Note: If a student is enrolled in a seat when you move them to another group, the seat will move with that learner. Learn more about enrolling and unenrolling seats in our Enrollment Guide.

How do I make a group member a Group Administrator?

Once you’ve added members to a group, you can change their roles (e.g., make a member an administrator) from the Members Tab of the Manage Group page for the appropriate group:

1. Click the More Actions icon at the right end of the member’s row in the Member table.
2. Click Change Role on the popover menu.
3. The Change Role modal will display. Select the role you want the member to have from the drop-down menu.
4. Click Submit.