This instruction is part of the Sessions guide.
There are two essential groups that need to be set up for Sessions. You can set these up in Control > Groups.
Attendee groups
Learners need to be in at least one attendee group before they can register for Session event series.
If your platform has no group structure yet, follow these steps to set it up:
Step 1. In Groups, create a new group called "attendees" or "trainees".
No permissions are required for this group. When you create an event series, you can use this group as your "Target group".
Step 2. Below the 'People' tab, choose the 'Add user' button in the top right to add users to your group.
💡Note: If you already have a group structure set up, you can also re-use an existing group structure for attendees.
Trainer groups
Each platform needs at least one group of trainers. These trainers get permissions to create/edit event series, email participants and submit attendance for these series. They can also be selected as 'hosts' of the events in the series. Follow the steps below to set up a trainer group:
Step 1. In Groups, create a new group called "trainers".
Step 2. Go to the 'Permissions' tab and choose 'Add user permissions'. Add the following permissions to the group:
Can add event
View members - set this up for each of the attendee groups that these trainers should be able to create/manage event series for.
Manage members - set this up to manage the members.
Manage events - set this up for each of the attendee groups that these trainers should be able to create/manage event series for.
💡 Good to know: When you create a new group, you must grant the trainer permission to view it otherwise they won't be able to add it to events.
From the hamburger menu on the right, add users to your group. And you're done! You can now continue to set up Automations for your Sessions.