Join Lynda.com Staff for an in-depth discussion in this video Creating groups and subgroups, part of Getting Started as a Lynda.com Administrator.
- Creating groups and subgroups can be a really helpful way to manage and organize your large list of account users. To create and add groups, navigate to the User Management page. In the Groups pod, either click on the Create a Group text, or the plus sign here at the right of the Groups banner. Type a name for your new group, click Save to confirm. Now, when I twirl down my Everyone group, I see my new group, Employees.
To create a subgroup within your new group, just hover your mouse over this group name, and click on this gray gear icon to the right. Choose Create Subgroup, add a name to your subgroup, and click Save to confirm. You'll notice a little yellow arrow has appeared next to the Employees group. Clicking on that will twirl down to see our new subgroup, Salary. To add more groups, just click on the plus sign, name your new group, and click Save to confirm.
And add as many groups as you like. The group list layout is customizable. By hovering the mouse over any group will show this little crosshairs to the right. Clicking on the crosshairs will detach that group from the list, so it can be moved above or below its current position. You can also take subgroups out of main groups or, add a main group into another main group, by doing the same thing of clicking on those crosshairs, and either adding it into a group, or, clicking on it and pulling it above the main group name, to remove it.
To remove a group completely, hover your mouse over the group name until the gear icon appears, and select Remove Group. You'll get this little pop-up window to make sure you want to remove this group, and if you decide you don't, you can click Cancel to close out. But if you're sure you want to remove it, confirm by clicking Delete. Now, as far as adding users to groups, there's a few different ways you can go about doing that. There's one way, which we've already gone over earlier in the training, but I'll go over it again, just as a refresher.
Scroll down to the Add Users button, and select Add Individual User. Now, when the Add Users window pops up, you'll see you have options to add that new user to one of the groups you have. I'm just going to close out of this. Another way to add users to a group is by going down to your main User(s) list, and selecting a user's name, and from the Quick Edit tools you can choose Add to Group. Clicking on that will give you the drop-down menu of the groups you can add that user to.
Click Save to confirm, Save again. Now, up here in the Groups pod you'll notice there's a little number one that's appeared next to the Project Managers group, which is the group I've just added that user to. Now, if you're master admin, you can also add users to a group by first selecting the group name, and when you go down to Add Users, you'll see Add Users from Account List. Clicking on that, the master Everyone list will appear here.
Choose the users you want to add to the group by clicking the checkboxes next to their name and then click Add. For subadmins who do not have the ability to add users from the Everyone group, you can always add users one by one. The users you add will be added to your subadmin account, but they will not be duplicated in the master Everyone list. As a quick reminder, the master admins cannot delete the Everyone group. That is a master list that holds all the information for all of your users.
That's how you add groups, subgroups, and add users to groups.