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All about group types

Define group types used for grouping users and for the user importer.

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated over a week ago

🔎 What are group types?

A group type is a custom label used to classify groups under a common category. For example:

  • Role: learner, manager, admin

  • Country: Germany, Spain, Sweden

  • Program: onboarding, leadership track

💡 Tip

Group types don't directly assign access or permissions but help you organise your users meaningfully.


➕ How to add a group type

  1. Go to Groups > Types

  2. Click Create type

  3. Fill in the fields:

    • Name: internal identifier for the group type

    • Group type label: what users will see in their profile

    • Optional: check Show on user profile if you want this label to be visible to learners

    • Optional: check Exclude from reporting if this group type shouldn’t appear in platform reports

  4. Click Save

Note!

You can also decide whether you want to show this group type on the user profile or exclude it from the reporting.


📋 Example use cases

Example 1:

  • Create a group type called “Country” with groups like Germany, Netherlands, and Spain.

  • Assign users to those groups, and later filter progress or nudge learners by location.

Example 2:

  • Create a group type “Role” and use it to customise onboarding content by job title.


💡 Next step: create groups

Now that you’ve defined a group type, you can create new groups and assign them to this type.

  • When adding a group, the Group type field is required. Select the type you just created.

  • To create a group, go to Groups > Groups and click Create group.

👉 Check out this article for the full steps: Creating new groups

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