What are self-assignable groups?
The self-assignable group feature allows learners to join a group themselves. This feature is useful for creating subgroups for a large number of learners. Simply creating self-assignable groups will save you some time to manually assign each learner to a subgroup while providing learners with the freedom to choose their own group.
How to set up self-assign groups on your platform?
You first need to enable the self-assignable groups feature. Head to TinQwise Control > Settings > Features and activate "Self-assignable groups" in the feature list. Once you click on it, you will see a checkbox to activate the feature. Enable it and save the changes.
Let's set up some automations 🤓
Step 1. Go to the TinQwise Control > Behaviour > Automations.
Step 2. Create a new automation, event type: Check periodically
Step 3. Set up the condition you need. If you want all users to assign themselves to a group, select "Unconditional".
Step 4. Add the action: "Self-assign to group". Write the label of the group which will be presented to the learner. You can also write the label in question format to make it clear to your users (e.g., In which team are you working?"). Select the group types.
Step 5. You have the following options:
Required: This option will force the learners to select a group. If you check this box, they won't be able to navigate the platform without joining a group first.
Show only subgroups of groups where the user is a member of: If you check this option, learners will only be presented with the subgroups of the parent group that they are included. You can activate this option if you have multiple parent groups with multiple subgroups in them. See the remark here for more explanation.
Step 6. Save your automation ✔️
That's all 🚀 Afterwards, the learners will be able to assign themselves to a group on the platform.
How can learners select and change groups?
Once the self-assignable groups automation is set, learners will be presented with a pop-up to assign themselves to a group. This pop-up will direct them to their profile, where learners can select and change their groups.
Keep in mind 👀
If you don't check the "required" option in the automations, a learner will be able to close to pop-up. After 7 days, they will be presented with the pop-up again. The learner can again decide to skip this step or join a group. This will be repeated once a week until the learner assigns themselves to a group.
Likewise, if you check the "required" option in the automations, a leaner won't be able to close the pop-up. They will always be directed to their profile to select a group every time they login.
For the "Show only subgroups of groups where the user is a member of" option, you have to make sure that you set up group structure correctly.
It is crucial to make sure that the group types of the main group and subgroups are different from each other.
For example, the group of trainees hired three months ago will now choose their team to work on in the following half a year. You can create a group for "Trainees" with the " function " group type. Under this group, you can make the sub-groups for "Content creators", Developers", and "Project Managers". All these subgroups should be assigned to another group type, let's say.
Groups | Types |
Trainees | Function |
Subgroup 1: Content creators | Team |
Subgroup 2: Developers | Team |
Subgroup 3: Project managers | Team |
PRO Tip 🔥
If you don't want learners to change their groups after the first selection, don't create an unconditional automation. Instead, add the Is group condition for each subgroup and negate the condition. This will allow group selection only for users who haven't selected a subgroup yet.
