Join Lynda.com Staff Authors for an in-depth discussion in this video Creating groups, part of How to Manage Your LyndaPro Account as an Administrator.
- [Voiceover] Creating groups can be a really helpful way to manage and organize your list of account users. To create and add groups, navigate to the User Management page. In the groups widget, either click on the text that says Create A Group or the Plus Sign here in the top right of the group's 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 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 this 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 that you have.
And I'm just gonna close out of this. Another way to add users to a group is by going down to your main user list 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 that you can add the user to. Click SAVE. And then click SAVE to confirm. Now, up here in the Groups widget, you'll notice there's a little number one that's appeared next to the Employees group, which is the group I've just added that user to.
Now, if you're a master admin, you can also add users to a group by first selecting the group name, and then 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. As a quick reminder, the master admin cannot delete the EVERYONE group. That is a master list that holds all the information for all of your users.
And that's how you add groups and add users to your groups.