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Creating groups



Video Tutorial

Illustrated Tutorial

In SafetyNow, you can place users together within individual groups. Users are added to a group manually. Once you create a group, you can add the group to a course or program. Any users already in the group will be assigned that course or program, and any users added later will also receive it. In this way, you can create a whole curriculum that works automatically.

If you want to create a dynamically created group defined by group rules, then you’ll want to create a Smart Group.

First, we’ll need to head to the Admin section.

Open Application Switcher Menu

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Admin menu option [2].

Next, we’re going to open up the Manage Groups section.

Open Group Management

In the Users and Permissions menu [1], click the Manage Groups link [2].

Finally, it’s time to create the actual Group itself.

Create Group

On the Groups page, click the Add New Group button [1]. Click the Add New Group option [2].

On the page that comes up, type in a title at the top. You can then start adding users.

Click +User [1], then start typing in the name of one of your users in the box that appears [2]. Once you see the user you are looking for, click on their name to add them to the group [3].

 

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