Groups are an easy, intuitive way to recommend content to a specific set of learners. You can create groups of learners in your Learning account and recommend courses or learning paths to everyone in the group at one time.
Important to know
Admin functionality isn’t available within the Learning apps. To access Learning Management, please use a desktop device.
Please review the below frequently-asked questions to create and manage groups in your organization's Learning account.
To create a new group:
-
From Learning Management, click People.
-
Click the Groups tab.
-
Click Create new group in the upper right corner of the Groups page.
-
Name your new group and Add members.
You can add members by name, email address, or title.
-
Click Create.
To add members to an existing group:
-
From Learning Management, click People.
-
Click the Groups tab.
-
Find and click on the group you'd like to add members to, and click Add members
from the group homepage. -
From the dropdown that appears, you can:
- Add existing users to group: Enter the first and last name, email address, or title of the person you'd like to add to the group and click Add Users.
- Invite new users by email: Enter the email addresses of the learners you wish to add to the group. Keep searching for users until you have everyone that you would like to add to the group, select License assignments, if needed, and click Confirm.
- Add users by CSV: CSV upload helps you add or remove learners in bulk. From the pop-up window that appears, click Download the group CSV template. Add the details of the learners in the CSV file, and Upload CSV.
- If you’d like to remove users, enter no next to the learner’s name in the group column.
- If you’d like to add users, enter yes next to the learner’s name in the group column.
Each of your added users will now appear in the list of members for the group, and will receive any future course recommendations sent to the group.
To add new group members in bulk:
-
From Learning Management, click People.
-
Click the Users tab, and apply any appropriate filters or searches to locate the specific group of learners you wish to manage.
-
Check the box next to User Details to select all invited learners.
-
A gray bar will appear at the top of the user list with the number of users selected. You can un-check any learners who you do not wish to unassign at this time.
-
Click Manage groups.
-
In the pop-up window that appears, Search for a group that you wish to add new learners to.
You may add this set of learners to more than one group.
-
When you've located the correct group(s), click Add.
To manage groups via CSV:
Here's a tip
If you have multiple data points and want to create those values as groups with Secure File Transfer Protocol (SFTP) upload, you might not be able to group all the values together in a single add_to_groups column. Learning allows you to break the values into multiple add_to_groups columns in the CSV file you choose to upload.
-
Log in to LinkedIn Learning and click Go to Admin.
-
Click People and select Users from the dropdown that appears.
-
Under the Users tab, click Manage users.
-
Select from the dropdown that appears select:
- Download All users: If you'd like to add all users to groups.
- Download Filtered users: If you'd like to add specific users to groups.
-
Add any User attributes, Groups, or Licenses you'd like to filter by and click Download CSV.
-
Open the downloaded template in Microsoft Excel or Google Sheets and in a new column for each, add:
- add_to_groups: To add users to new groups.
- remove_from_groups: To remove users from groups.
- groups: To override all current groups; use "null" to remove all user groups.
Important to know
If you utilize the groups header, you override all current groups to which a learner belongs and removes them from any groups that are not currently listed. -
In each column, add the name of the group you'd like to create, add user to, or remove user from.
Example: If you’d like to create a new group, support, add the user to an existing group, engineering, and remove a user from the group, sales: add_to_groups, remove_from_groups, engineering, support, sales
Important to know
If you are utilizing CSV to upload users to a group that has a comma "," in the group name, you need to replace the comma with "%2". Example: For group names such "NY, NJ" or "NY, TX" in a CSV upload, specify the values as "NY%2CNJ" and "NY%2CTX". -
Return to Users tab, and click Add users by CSV.
-
Click Upload CSV and add the CSV file you updated with group columns.
-
Your CSV will upload and changes to users and groups will be automatically applied.
Important to know
If you are trying to send invitations to more than 2K users, to avoid long upload times, use one of the following methods: CSV uploads (see Related tasks below) or Groups (segment users into separate sections and take bulk actions on them).