Groups allow you to easily manage access to your content and manage administration permissions in your GZ LMS portal. With Groups you can:
- Allow a grouping of users to view specific modules in your learning management system (LMS)
- Allow a grouping of users to view specific assets in your digital asset management (DAM) platform
- Allow a grouping of administrators to have specific permissions in your portal
In this article, we will explain:
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IMPORTANT! This article references automatic creation of groups in a synced environment. If your GZ Learn LMS is stand alone (i.e. not synced with a GrowthZone database) OR you wish to create a manually managed group in GZ Learn, you will manually create your desired groups. See this article for more details. |
ACCESS THE GROUPS PAGE
To access the Groups page, click the drop-down menu in the top-left corner of the page and select the Groups link (Fig. 1).
ADD A GROUP
You can sync contacts to groups from four different locations in your GrowthZone database:
- Lists/Committees
- Events
- Store Purchases
- Membership Types
When you choose the "Enable GZ Learn Interaction" option, GrowthZone will sync the contacts from that selection with GZ Learn. The first time the sync occurs, GZ Learn will
- Create a group
- NOTE: By default the new group will have no Custom Permissions set. Most member/user type groups WILL NOT need Custom Permissions; only groups that are intended to have some kind of administrative access will need Custom Permissions. See Set Custom Permissions if this group needs permissions enabled.
- Add the contacts
- Subsequent syncs will add or remove contacts based on the activity of the source event/list/purchase/membership type.
Notes:
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Contacts will only sync to GZ Learn IF they have created a login to the Info Hub
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Sync is one way GZ to LMS; any changes made to LMS group contacts will be overwritten by the sync
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There is not currently an option to create or select a destination group; this may be developed in the future.
See Managing Synced Groups for more details.
SET CUSTOM GROUP PERMISSIONS
No Custom Permissions Needed: Leave the Set Permissions toggle unchecked. Users in this group will be able to view basic parts of the portal, such as assigned modules and/or assets. THIS IS THE USUAL GROUP SETUP FOR MOST LEARNERS.
If this group is intended to have some administrative access (for example: a group for instructors, member content creators, or other members of your choosing), you can toggle the Set Permissions to "On" and select which administrative options are appropriate for that group.
Portal Administrative Permissions
Check the appropriate box to grant users permission to:
- Manage DAMs
- Manage Groups
- View Portal Metric Reports
- Manage Users
- Manage LMS Modules
- Manage Accounts
- Manage News
- Manage Portal Configuration Settings
Account-Level Permissions
Check the appropriate box to grant users permission to:
- Manage Users in the same Account
- Manage Account and Location data in the same Account
- View All Users in the same Account
View-Only Permissions
Check the appropriate box to grant users permission to:
When you are done configuring Permissions, click the Save button to continue or the Cancel button (Fig. 4, bottom) to revert without any changes.
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