Group Portals Roles

The Group Portals feature supports three key user roles, each with distinct permissions and responsibilities: 

• Administrators 
• Group Managers 
• Group Members

Administrators

Administrators have full control over the creation, configuration, and oversight of all groups within the system. Key responsibilities include:

• Group Creation & Configuration 
  • Create, edit, and delete groups. 
  • Assign a group name, description, and custom theme/design.     
  • Define a specific URL. 
  • Set the group as public or private. 
• User Management 
  • Add group members to group portals via SSO attributes, bulk import, or manual addition. 
  • Designate one or more group managers for each group.
• Control Product Access
  • Control which courses or products are available to each group.
• Group Oversight
  • View and manage all groups across the site. 

Group Managers

Group Managers can administer, monitor, and communicate with group members in their assigned group(s), while maintaining role-based access control to ensure they only see and interact with content within their designated scope. Key capabilities include:

• Reporting Access 
  • View and Download User Summary, Progress, Product, and Credit Earned reports.
  • Reports are restricted to users within their assigned group(s)—no access to organization-wide data. 
• User Management 
  • Add Group Members: Assign users already in the system or added via bulk import to a group. 
  • Invite Group Members: Enter name/email to send an invitation to new users to a group. Once they complete account creation—manually or through SSO—they will be automatically associated with the group. 
• Course Management 
  • Register learners in courses available to their group. 
• Communication Tools 
  • Send emails to group members. 

Group Members

Group members are users who are part of a designated group within the platform. They are typically added to a group by a group manager manually, via import, or through self-registration/invitation. Group Members can: 

• Access courses and learning content assigned to their group. 
• Receive communications (emails, notifications) from their Group Manager. 
• Appear in group-specific reports (e.g., progress, completions, credits earned). 
• Be registered for courses by their Group Manager, if permitted. 

Group members do not have administrative privileges and are limited to viewing and completing their assigned learning activities.