How do I modify a Learner's Group Membership

Last updated on September 02, 2025

  1. Select 'Lookup Learners' or 'Lookup Administrators' from the Learners menu choices.
  2. The Manage Learners or Manage Administrators screen displays.
  3. Use one or more of the following search criteria to locate the desired learner/administrator.
    • Last Name
    • Learner Id
    • Verification Code

Note: Enable the Show Inactive Learners check box to include inactive learners in the results of your search

  1. Click 'Show Results'
  2. Learners/Administrators matching your search criteria display as listed items. Click the 'Edit' link that corresponds to the desired learner.
  3. The Manage a Learner screen displays. 
  4. Click the Group Membership tab.
  5. Locate the name of the group to be assigned or unassigned.
    • Groups are displayed alphabetically sorted according to Group Code not by Group Name.
  6. Add or Remove a group by doing one the following:
    • Select the name of the group in the Available Groups field to add the learner to a group.  
    • Select the group name in the Selected Group field to remove the learner from a group.
    • Note: Press and hold down the <Ctrl> or the <Shift> key to select multiple groups.
  7. Do one of the following:
    • Click 'To Right' or 'All to Right' to add learner to group(s)
    • Click the 'To Left' or 'All to Left' to remove the learner from group(s).
  8. Click 'Save'
  9. The Manage a Learner screen refreshes displaying a confirmation message.

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