User Groups

Overview

User Groups allow the Administrator to group a bunch of Contacts together in a way that is logical for your organization. This is a great way to manage a group of users.  

Currently User Groups are used in the Custom Catalog Views feature. 

Creating and populating User Groups manually

To create a User Group: 

  • Login into Learndot as an Administrator.
  • Click System > Access &Security User Groups.
  • Create or Edit an existing User Group. 
    • To Create a new User Group. 
      1. Enter a Name for the User Group.
      2. Click Add.
         
      3. To add a Contact to the User Group, type in the name via the dropdown list.
      4. Click Add.


    • To Edit an existing User Group. Select the desired User group from the List of User Groups and add/remove users. 
      • To remove a user: click on the x icon under Actions
      • To view a user: click on the view icon under Actions


A Contact can belong to multiple User Groups.

Importing Contacts into User Groups 

In a scenario where you want to add hundreds of Contacts at a go but face the painstaking task of doing it manually, then this is where your life becomes easier.

The Import function allows the Administrator to add all Contacts using a CSV file.

  • Login into Learndot as an Administrator.
  • Click System Access and Security User Groups.
  • Click Upload.

  • Download the template file (called "user_group.csv") and fill in the required information. Note, the following fields are required:
    • name: This field carries the User Group name. 
    • contact.email: This field carries the Contacts email address.
    • contact.firstName: This field carries the Contacts first name and it is required if the contact does not yet exist in your Learndot Instance. 
    • contact.lastName: This field carries the Contacts last name and it is required if the contact does not yet exist in your Learndot Instance. 
  • After you have entered all information in the .CSV file, click Browse and select the file. Finally, press Upload to add the entries from the file.

  • Upon successful upload, a success message will be shown. Else, an error message with the encountered fault will be displayed.

  • You can use the "click here" link (in the success message) to see the new contact entry in the respective User Group. Alternatively, you can check the User Group itself for the new entries. 

Here is a file called user_group.csv that was used for illustration purposes only.

You can use the same CSV file to upload Contacts into multiple User Groups, each on a separate row, as shown in the file above. Just remember to add the right User Group names and the information for the required fields.