How to create and manage User Groups

Video Transcription

Hello, and welcome to eLeaP. In this video we’re going to give you a quick overview of the user groups functionality within our system.

The first thing I’ll do is click the user groups link at the top of the page. The user groups feature can be used to organize your users into manageable groups. User groups that you create are displayed on a user group list with the name, the description, the created by information, the number of members in the user group, the date created, and whether or not this user group is active.

You can edit a user group by clicking edit button that corresponds to the group that you’d like to manage. Then you can edit the details as desired. To add or delete members in a user group simply click on the user group that you’d like to manage. You’ll notice here we have the option to download a template and then import users using that template by uploading the batch file here or we can add new users manually by clicking the add new members button here. This will bring up a list of our current users and we can select the users that we’d like to add to this group. Then click the add selected button.

Also, please remember that you can use your API to create and populate user groups. To view the activity for a particular user group select the user group activity tab for the group that you’re managing. Here we see a quick break down of the activity for this user group. We can even download a report for this group by clicking the export to Excel link here.

Thanks for watching. If you have any additional questions or comments please don’t hesitate to contact us.