Portal Groups: What are they & how to create one

Modified on Mon, 12 Feb 2024 at 09:47 AM

This article explains what portal groups are, what they are used for, and how to create a new portal group.


What are Portal Groups?


Portal groups can be used to further break down a portal into more specific categories. Any portal groups you create will belong to the portal in which you create them, but you will be able to view data for members on a portal-group basis.


What are Portal Groups for?


Creating a portal group is especially useful when you want to segregate the reports (on member activity and data) within a portal. For instance, a company might create portal groups for different departments within the company: one portal group might be created for a sales team while another portal group might be created for the warehouse team. For a client that is a reseller, portal groups might be created for each company within a portal.


How to Create a New Portal Group


To create a new portal group:



  1. Select “Settings” from the top navigation menu

  2. Enter the “Portal Management” module

  3. Select the portal for which you’d like to create a new portal group

  4. Select the “Groups” option from the left-hand menu in the SETTINGS section


groups.jpg


 


From here, you can view all groups currently existing in the portal listed in the table with details in columns:


groups_2.jpg



  1. Group name—Name the group with something that is easily recognizable.

  2. Total members of the group—The number of all members who are in the group.

  3. Latest activity in the group—The most recent time and date of activity in the group.

  4. Whether the group is shown in portal reports—If the group is shown in reports, member activity and related data will be viewable.

  5. Actions you can take for the group—You can edit the group name, ID, and "shown in reports" status; you can move members to a different group or portal; you can delete all members in the group which will require members to create new accounts; you can reset all courses in the group (note that doing this will erase all data related to member progression in courses; you can view the course event summary for the group.


Creating a New Group


Select the CREATE NEW GROUP button:


 


groups_3.jpg



  1. Enter the name you want to call the portal group. This name will be used in reports and displayed in the admin for searching.

  2. Enter a unique ID for the group.

  3. Determine if you want the group data to be shown, as a singular group, in reports by turning the toggle on (to the right, purple) or off.


Select the “CREATE PORTAL GROUP” button.

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