Quick Answer

On the Groups page, select the Add Group icon and choose Add Group Manually to create a new Group. From an existing Group's details page, select Edit Group to update its name, type, description, permissions, and parent/child relationships.

What This Article Helps With

This article is for Admins who want to create a new Group, or edit an existing Group's settings and permissions.

Create a Group

1. Open Groups.
2. Select the Add Group icon in the top right.
3. Select Add Group Manually.
4. Enter a Group Name.
5. Select a Group Type. The default is General.

6. Select Add Group.

   

Confirm the new Group now appears in the Groups list.

Edit a Group

1. Open Groups.
2. Select the Group you want to edit.
3. On the Group's details page, select Edit Group.
4. Update the Group Name, Group Type, or Group Description as needed, or add Interests or an Area of Expertise.
5. Turn Group permissions, or SPARK, on or off as needed.
6. To add a child Group, select Add Child in the Parent & Child Groups section.
7. Select Save Changes.

Confirm your changes now appear on the Group's details page.

Permission Categories Available for a Group

A Group's permissions are organized into three categories:

• Assignments and Learning Reporting - Assignment Administrator, Assignor.
• Content Management - Content Administrator, Content Publisher, Content Author.
• User Administration - Administrator, Reporting Administrator, Reporting Manager, View Sensitive Information, Technical Support Disabled, Manage Portal Branding and Customization.

See "Explanation of Pinnacle Series Platform Permissions" for what each permission controls, and "Understanding Groups in Pinnacle Series: Members, Owners, and Parent & Child Groups" for how these permissions relate to the Group hierarchy.

Add Members to a Group

1. Open Groups.
2. Select the Group you want to add members to.
3. Select the Group Members tab.
4. Select Add Members.
5. In the Add Member to Group window, use the checkboxes to select the users you want to add.
6. Select Add Members.

Confirm the users you selected now appear in the Group's member list.

Add Owners to a Group

1. Open Groups.
2. Select the Group you want to add owners to.
3. Select the Group Owners tab.
4. Select Add Owners.
5. In the Add Owners to Group window, use the checkboxes to select the users you want to add as owners.
6. Select Add Owners.

Confirm the users you selected now appear in the Group's owners list.

Helpful Tips

• The Parent & Child Groups tab displays the Group's position in the hierarchy as a diagram, showing the Group itself alongside any parent or child Groups.

Still Need Help

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